Global ETF Research Analyst, Officer, State Street Investment Management
Core
Produce competitive analysis, return-based analytics, and portfolio diagnostics for State Street ETFs to support client investment decisions and positioning.
Role type
ETF Research Analyst
Builds
Morningstar Side by Side comparisons, Return Based Reports, portfolio analytics tools, and client-ready insights
Domain
Asset Management / ETFs / Portfolio Analytics
Deliverable
dashboards & analysis
Required skills
Numerical and analytical abilities, Microsoft Excel (advanced), Data extraction, Portfolio construction, Risk analysis, Scenario analysis, Stress testing, Performance attribution, Communication
Preferred skills
Bloomberg, FactSet, Morningstar, ETF product knowledge, CFA designation, Excel VBA/Programming
Technologies
Microsoft Excel, PowerPoint, Bloomberg, FactSet, Morningstar
Responsibilities
Produce Morningstar Side by Side comparisons and universe comparisons; Generate Return Based Reports and data sets for clients; Analyze portfolio exposures, risks, and diversification gaps; Support scenario analysis and stress testing; Create thought leadership content and automated data feeds; Serve as subject matter expert for ETFs and portfolio analytics.
Seniority
Mid-level, individual contributor