Junior GEBS Portfolio Management Investment Assistant with State Street Global Advisors Junior GEBS Portfolio Management Investment  …

State Street Corporation
in Kraków, Malopolskie, Poland
Permanent, Full time
Last application, 24 May 20
State Street Corporation
in Kraków, Malopolskie, Poland
Permanent, Full time
Last application, 24 May 20
State Street Corporation
Junior GEBS Portfolio Management Investment Assistant with State Street Global Advisors
Who we are:
State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $2.78 trillion in assets. For more than three decades, investors worldwide have benefited from our disciplined, precise investment process and powerful global platform offering access to every major asset class, capitalization range and style across the indexing and active spectrums. SSGA is the investment management arm of State Street Corporation, one of the world's leading providers of financial services to institutions.
What we will ask you to do:
  • Manage of index pipeline
  • Create of single stock group draft trades
  • Analysis of upcoming corporate actions including scrip dividends
  • Update client specific guidelines in portfolio management tools and management of client restricted lists in RJL
  • Support ETF basket process
  • Build trade lists (stock, FX, futures) to be reviewed/submitted by GEBS Investment Managers
  • Monitor portfolios against index and liaise with IM as the need arises
  • Develop Smart Beta analytics and reporting to demonstrate 'benefit' in index portfolios
  • Custom client reporting, performance and attribution analysis and risk analytics as the need arises
  • Working with investment managers to improve efficiency of processes and workflow
  • Assist in building required reports and presentations for internal governance committees

What we would like you to be:
The successful candidate should possess good mathematical, decision-making and interpersonal skills.
  • Verbal and written communication skills
  • Ability to work effectively in a team, providing support, prioritize workload
  • Initiative, demonstrate flexibility and think creatively to solve problems
  • Absolute attention to detail and high degree of accuracy when working under pressure
  • Commitment to further study and qualifications (preferably CFA or studying for CFA designation)
  • KNF (Polish Financial and Supervisory Authority) certificate of Investment Advisor would be beneficial
  • Knowledge of Microsoft Excel, VBA and PowerPoint
  • Programming skills
  • Awareness or risks associated with investing
  • Maintaining knowledge of market and economic issues
Computer literacy is essential although some IT skills can be acquired during training. Excel is essential as roles often involve financial modelling and projection work.

Who you are:
  • Passionate about project and process management
  • Seek chance to define quality improvements to processes
  • Want to work in a diverse, multi-cultural environment
  • Forward-thinking, curious and naturally dissatisfied with an outdated status quo
  • Be able to utilize technology and systems
  • Strong understanding of portfolio construction and investments
  • Asset management industry experience a plus
  • Capability to gain trust and respect of business partners while bringing objective and independent challenge to their activities
  • Ability to work under pressure and self-motivation to master concepts quickly and connect dots
  • Phenomenal teammate and collaborative attitude required

Education & Qualifications:
An undergraduate degree in one of the following disciplines is preferable:
  • accounting
  • economics
  • finance
  • mathematics
  • statistics.
Experience requirement: 3+ years working in a financial institution or a finance-specific industry

Equal opportunities Statement
Across the world, institutional investors rely on us to help them handle risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.
Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.