We are recruiting a highly motivated and detail‐oriented Portfolio Specialist to join our Client Portfolio Management (CPM) team supporting State Street's Systematic Equity organization with investment strategies across Asia Pacific.
Role Responsibilities
* Subject Matter Expertise – Act as the internal SME for the Systematic Equity business, interpreting investment philosophy and portfolio impacts with Portfolio Management and Research. Must understand mean‐variance optimisation and risk modelling used in quantitative portfolio construction.
* Portfolio Analytics – Perform statistical analysis of portfolios, including exposure, attribution, risk and ESG assessments, and conduct regression analysis of index and macroeconomic data to identify market trends.
* Commentary Development – Draft regular portfolio commentaries, synthesising quantitative findings into clear, client‐ready reports and publications.
* Collateral & Client Reporting – Update strategy collateral such as factsheets, presentations and customised reports for clients.
* Content & Messaging – Create new content and messaging for flagship strategies, ensuring consistency and high standards across all communications.
* Strategy & Client Support – Support existing strategies by sourcing and analysing empirical data to complete due diligence questionnaires, RFP responses and ad‐hoc client queries.
* Operational Efficiency – Identify opportunities to automate processes and reporting through tools and AI, collaborating with global teams across CPM.
* Risk Excellence – Ensure all strategy materials meet regulatory and brand requirements, working with Marketing, Compliance, Content Management, Legal and Product teams.
What We Value
* Critical thinking and problem‐solving ability
* Strong organisational skills and ability to manage multiple priorities
* Motivated, enthusiastic, and proactive mindset
* Willingness to take initiative and navigate complexity
* Rigorous attention to detail and ability to perform under pressure
* Awareness of industry trends and a desire to progress into a client‐ or media‐facing role
Education & Preferred Qualifications
* Bachelor's degree in Finance, Mathematics, Economics, or a related discipline
* CFA designation or progress toward CFA (or similar qualification)
* 3–6 years of relevant investment experience (equities required; active quantitative exposure a plus)
* Excellent quantitative skills – analyse and interpret large datasets and present findings clearly
* Advanced knowledge of Microsoft Office suite
* Proficiency in programming languages used in data analysis or financial modelling (e.g., Python, SQL) preferred
* Familiarity with AI‐assisted development tools such as GitHub Copilot
* Knowledge of FactSet and Bloomberg
* Strong verbal and written communication skills
* Passion for financial markets and investing
* Team player who can work independently and deliver results within deadlines
State Street is an equal opportunity and affirmative action employer.
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