Systematic Equity, Client Portfolio Analyst - Emerging Lead

State Street UK

Bangalore, India
Investment strategy communication
Portfolio performance analysis
Client presentation materials
The Portfolio Analyst acts as a facilitator between investment teams and client-facing teams, providing standardized and custom information about investment strategies

Job Summary

  • The Portfolio Analyst acts as a facilitator between investment teams and client-facing teams, providing standardized and custom information about investment strategies.
  • Key activities include producing support collateral, analyzing portfolio performance and attribution, and tracking business pipeline activity.
  • The role requires excellent Excel quantitative skills, with Python exposure being an advantage, and experience with financial software like Bloomberg or FactSet.

Matching Summary

The Portfolio Analyst acts as a facilitator between investment teams and client-facing teams, providing standardized and custom information about investment strategies.

Skills & Requirements

Must-have

  • Investment strategy communication
  • Portfolio performance analysis
  • Client presentation materials
  • RFP response support
  • Indexed Equity focus

Nice-to-have

  • Positive attitude and strong work ethic
  • Rigorous attention to detail
  • Ability to work independently
  • Global relationship maintenance

Key Requirements

  • 2+ years of financial services experience
  • Degree in business or finance
  • Progress towards CFA/FRM designation
  • Excellent Excel quantitative skills
  • Exposure to Python is an advantage
  • Experience with financial software

Work Rights

Not specified

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