Portfolio Specialist, Assistant Vice President

State Street UK

Sydney, Australia
Not specified; not specified; competitive benefits...
Strong quantitative skills
Equity market experience
Mean-variance optimization knowledge
This role serves as a subject matter expert for State Street's Systematic Equity business, articulating investment philosophy and process to clients

Job Summary

  • This role serves as a subject matter expert for State Street's Systematic Equity business, articulating investment philosophy and process to clients.
  • The position involves conducting statistical analysis of portfolios including exposure, attribution, risk, and ESG analysis across various regional and style exposures.
  • Candidates will develop portfolio commentaries and collateral while supporting new product development and due diligence processes for institutional clients.

Matching Summary

This role serves as a subject matter expert for State Street's Systematic Equity business, articulating investment philosophy and process to clients.

Salary

Not specified; Not specified; Competitive benefits package including medical care, insurance, savings plans, and flexible work programs

Skills & Requirements

Must-have

  • Strong quantitative skills
  • Equity market experience
  • Mean-variance optimization knowledge
  • Risk modeling techniques
  • Statistical analysis proficiency

Nice-to-have

  • Python or SQL programming
  • AI-assisted development tools
  • CFA designation progress
  • Client-facing communication skills
  • FactSet and Bloomberg familiarity

Key Requirements

  • Bachelor's degree in Finance, Mathematics, or Economics
  • 3-6 years of relevant investment experience in equities
  • Advanced knowledge of Microsoft Office suite
  • Proficiency in data analysis programming languages preferred

Work Rights

Not specified

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