Who We Are Looking For
Reporting to the Head Model Portfolios for EMEA & APAC, you will be responsible for supporting the management and delivery our Model Portfolios proposition in Australia.
Why This Role is Important to Us
The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What You Will Be Responsible For
* Partner with our sales team to promote our State Street ETF Model Portfolios, articulate the value proposition.
* Oversee and support existing and new Platform arrangements, ensuring adherence and compliance with contractual obligations.
* Manage annual Model Portfolio review process.
* Due Diligence Reports & Researcher Review meetings.
* Maintain marketing content-brochures, sales decks, factsheets, commentary, performance analysis.
* Reporting:
o Flows and AUM reporting
o Finance reporting – submitting invoices and providing accrual information.
o Business intelligence, market analysis
* Provide bespoke analysis for sales opportunities.
* Internal stakeholder co-ordination- legal, compliance, marketing and investment – in relation to sales opportunities and platform servicing.
* Carry out competitor analysis.
What We Value
* Strong business instincts, good judgment and creative mind-set
* Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning
* Confirmed dedication to risk, compliance, governance and regulation policies and procedures
* Strong analytical skills and ability to prioritize multiple responsibilities to meet deadlines
* Ability to build positive relationships with internal and external clients
* Willing to assume responsibility and take ownership of tasks assigned
* Experienced in using excel to provide analytics
Education & Preferred Qualifications
* Degree qualified or equivalent with a financial or analytical discipline preferred
* Strong business development experience in asset management industry
* Confirmed experience in developing productive client relationships
* Knowledge of multi asset investing and ETFs
* Knowledge of Managed Accounts, and the different managed account structures
* Strong business instincts, good judgment and creative mind-set
* Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning
* Confirmed dedication to risk, compliance, governance and regulation policies and procedures
Additional Requirements
* Strong communication skills;
* Confident, enthusiastic and solution oriented mind-set;
* Strong technical ability with investment industry knowledge;
* Ability to work well within a team with strong organization skills;
* Positive, entrepreneurial and can do attitude;
* Willingness to roll up sleeves and navigate complexity;
* Aligned with State Street's culture of corporate citizenship; and
* Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.
Benefits
* Inclusive development opportunities
* Flexible work‐life support
* Paid volunteer days
* Vibrant employee networks that keep you connected to what matters most
Equal Opportunity Employer Statement
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Job ID: R-790224
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