Apprentice

3 weeks ago


Bengaluru, India State Street Full time

Who we are looking for

The Portfolio Analyst team is a group of investment professionals who have attained deep expertise in one or more asset classes at SSGA. We act as a facilitator between the investment areas and the sales teams and provide standardized and custom information about strategies to both clients and client facing groups. These communications typically take the form of client presentation materials, performance and attribution analysis.

Portfolio Analysts play an important role in assisting specialists and strategists with required data to complete RFPs, DDQs and new product developments and serve as an important contact for Legal and Compliance on all investment product related communication.

Why this role is important to us

State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with nearly $3.9 trillion in assets under management and a heritage dating back over two centuries. Backed by the strength and stability of the State Street organization, SSGA makes continual investments in asset management and client servicing platforms, resulting in a client-focused, solutions-driven orientation.

What you will be responsible for- Developing and maintaining content and messaging of designated strategies you would ensure consistency of presentation standards in all client communications- Preparation of client-specific reporting and other deliverables including responses to ad hoc queries- Performance analysis and provide attribution commentaries- Assist specialists in updating RFI/RFPs- Deliver management reporting and other internal analysis- Assist in creating efficient processes and documenting those processes

What we value- Rigorous attention to detail- Proficient in PowerPoint, Excel, Word and strong written communication skills- Strong knowledge of Financial Market concepts, especially Fixed Income

Additional requirements- CFA or pursuing the CFA designation

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.


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