- Location
- BIG - Zielinskiego Krakow, Poland
- Type
- Full-time
- Department
- Finance
- Education
- Bachelor
- Closing date
- Today
- Source
- Workday
Description
Who we are looking for
This role is part of the Global ETF Research team. As an analyst, you will engage with all channels of the SSIM sales organization to provide thorough research and market/competitive analysis. You will also collaborate with marketing, product, and the investment strategy teams to achieve the firm’s desired results. The candidate will be able to analyze products within the context of the competitive landscape and evaluate positioning for our clients. You should have a desire to utilize technology and create solutions to increase efficiencies in the workflow.
The candidate should possess good mathematical, decision-making and communication skills.
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 and ETFs 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.
Your new role
What you will be responsible for:
Competitive Analysis
- Production of Morningstar Side by Side comparisons
- Providing thoughtful reasoning and build an investment case for a client to use a State Street ETFs versus other exposures
- Production of Universe comparison vs competition both ETF and active funds
Returning Based Data and Analytics
- Production of Return Based Returns reports
- Providing data sets to clients such as holdings, returns streams, fundamental characteristics, and other ad hoc requests
Portfolio and Model Portfolio Analysis
- Support analysis of client and model portfolios, including asset allocation, portfolio construction, risk, performance, and diversification.
- Analyze portfolio exposures across asset classes, regions, sectors, factors, currencies, and underlying holdings.
- Perform portfolio diagnostics, including concentration, overlapping exposures, diversification gaps, drawdown sensitivity, and other potential portfolio risks.
- Support scenario analysis, stress testing, performance attribution, correlation analysis, and other portfolio analytics.
- Assess the potential roles of State Street and third-party ETFs and funds within portfolios, including core exposure, diversification, income, liquidity, and risk management.
- Help produce Portfolio Insights and Analysis and other client-ready portfolio analytics, highlighting key observations, potential risks, and implementation considerations.
- Support the development and maintenance of portfolio analytics tools, methodologies, and repeatable analytical frameworks.
Thought Leadership and Ad Hoc Projects
- Providing though leadership content within the ETF Americas Research, analysis, white papers, commentary, and other data oriented requests.
- Building automated data-feeds for monthly and quarterly updates of: index comparisons documents, standard presentations,
- Ad Hoc projects required to further business goal of the organization
- Serve as a subject matter expert for ETFs, portfolio analytics, portfolio construction, asset allocation, and ETF-related RFPs and DDQs
What we value
These skills will help you succeed in this role:
- Good numerical and analytical abilities
- Ability to prioritize workload and work to tight deadlines
- Ability to use initiative, demonstrate flexibility and think creatively to solve problems
- Absolute attention to detail and high degree of accuracy when working under pressure
- Desire to develop understanding global ETF landscape and the State Street’s ETF business
- Knowledge of Microsoft Excel, PowerPoint. Computer literacy is essential although some IT skills can be acquired during training. Excel is particularly important as the role often involves extracting meaningful insights from large data sets
- Good communication skills – both verbal and written
- Ability to oversee work of less experienced team members and develop their skills
- Team player, helpful, developing less experienced employees with team-win mind-set
- Self-motivated
- Enthusiastic
- Self-reliant
Education & Preferred Qualifications
- Bachelors Degree or equivalent
- Experience requirement: more than 5 years working in a financial institution or a finance-specific industry
- Strong written and spoken English
Other beneficial skills (but not necessary):
- Working knowledge of using tools such as Bloomberg, Morningstar, FactSet preferred
- Previous experience with ETFs is desirable
- Commitment to further study and qualifications (preferably CFA or studying for CFA designation)
- Microsoft Excel VBA and Programming
- Awareness or risks associated with investing
- Maintaining knowledge of market and economic issues
Minimum Salary:
zł132 000 AnnualThe minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.
Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.
In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.
We Offer:
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
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.
Discover more information on jobs at StateStreet.com/careers
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