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SSGA GEBS Portfolio Management Senior Investment Assistant

Posted on Mar 15, 2019 by State Street UK

Kraków, Kraków Poland
Accountancy
13 Mar 2019
Annual Salary
Full-Time
JOB SPECIFICATION
Job Title:
GEBS Portfolio Management Investment Assistant

Division:
State Street Global Advisors

Location:
Poland, Krakow

Purpose Of Role:
Support GEBS Investment Managers globally

Specific Duties:

The role of the GEBS Investment Assistants is to provide investment support to the Global Equity Beta Solutions portfolio management team with a specific focus:

Investment Manager Decision Support Portfolio and Index Analytics Process Enhancement/Systems Support Ad Hoc Team support

This team will provide support to GEBS investment teams in EMEA, North America and Asia Pacific.

The role will focus on the following areas:

Investment Manager Decision support
  • Management of index pipeline
  • Creation of single stock group draft trades
  • Analysis of upcoming corporate actions including scrip dividends
  • Update client specific guidelines in portfolio management tools and management of client restricted lists in RJL
  • Support ETF basketing process
  • Build trade lists (stock, FX, futures) to be reviewed/submitted by GEBS Investment Managers
  • Monitor portfolios against index and liaise with investment managers as required
  • Assist in the creation and monitoring of in kind lists

Portfolio and Index Analytics
  • Develop analytics and reporting to demonstrate 'value add' in index portfolios
  • Develop Smart Beta portfolio analytics and reporting
  • Management of predictive pipeline for index reconstitutions
  • Develop reporting and analytics on index predictions
  • Custom client reporting, performance and attribution analysis and risk analytics as required

Process Improvement/Systems Support
  • Working with investment managers to improve efficiency of index equity investment process and workflow

Ad Hoc Team Support
  • Support investment managers in dealing with ad hoc requests
  • Assist in creating required reports and presentations for internal governance committees and reviews
  • Operate in compliance with team procedures and all internal and external regulations an guidelines
Work Parameters Or Boundaries:
Internal State Street Poland procedures & regulations


PERSON SPECIFICATION

Specific Qualifications / Skills:

The candidate should possess good mathematical, decision-making and communication skills.
  • Desire to develop understanding of index investing, particularly equity
  • Communication skills, both verbal and written
  • Ability to work effectively in a team, providing support as required
  • Ability to use initiative, demonstrate flexibility and think creatively to solve problems
  • Ability to prioritise workload and work to tight deadlines
  • Absolute attention to detail and high degree of accuracy when working under pressure
  • Commitment to further study and qualifications (preferably CFA or studying for CFA designation
  • Knowledge of Microsoft Excel, VBA and PowerPoint
  • Programming skills
  • Awareness or risks associated with investing
  • Maintaining knowledge of market and economic issues
Computer literacy is essential although some IT skills can be acquired during training. Excel is particularly important as roles often involve financial modelling and projection work.

Level Of Education:

A undergraduate degree in one of the following disciplines is preferable:
  • accounting
  • economics
  • finance
  • mathematics
  • statistics.

Previous Level Of Experience:

Experience requirement: minimum of 5+ years working in a financial institution or a finance-specific industry

Experience managing people is a plus

Reference: 671251851