Equity Portfolio Management, Officer, State Street Investment Management
Core
Manage approximately 35 client portfolios replicating active fundamental equity strategies and support investment process enhancements.
Role type
Senior IC equity portfolio management officer
Builds
Client equity portfolios and investment process tools
Domain
Financial services / Equity investment
Required skills
Financial data expertise, Excel, Data Visualization, AI tools, Futures/ETF hedging, Program trading, Investment process analysis, Data transformation, Dashboard testing
Preferred skills
Equity products knowledge, Portfolio performance analytics, Bloomberg, TIBCO Spotfire, Tableau, Strong Excel/data analytics
Technologies
Excel, Bloomberg, TIBCO Spotfire, Tableau, AI tools
Responsibilities
Manage client accounts, restrictions, and cash flows; Execute daily futures/ETF hedging and program trading; Interface with PMs, analysts, and IT to maintain investment tools; Lead analysis and requirements for data transformation projects; Lead testing of data visualization dashboards; Drive operational efficiencies and process improvements.
Seniority
Mid-level, hands-on IC