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Fixed Income Portfolio Specialist - Manager

Fixed Income Portfolio Specialist - Manager

State Street CorporationBangalore, India
17 days ago
Job description

Officer, Portfolio Specialist, FICC

Key Responsibilities

  • Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit). Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies.
  • Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
  • Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis
  • Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
  • Contribute to thought leadership publications through idea generation as well as market data analysis
  • Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
  • Help prepare and eventually participate in client portfolio review meetings as subject matter expert.
  • Work seamlessly and collaborate with / mentor junior team members as necessary
  • Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency

Qualifications

Successful candidates will have a advanced degree (MBA or similar) degree or strong global fixed income market exposure and some combination of the following :

Experience :

  • Extensive knowledge of and intellectual curiosity in Fixed Income
  • Around 5-10 years of relevant investment experience
  • Strong communication and partnership skills. Experience with institutional client relationships is a plus.
  • Master's degree / CFA / FRM is preferred, or progress towards
  • Technical Skills :

  • Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus.
  • Mix of qualitative and quantitative skills with ability to derive meaningful insights from data.
  • Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar
  • Working knowledge of portfolio attribution techniques
  • Proficient in macroeconomics, capital markets and the competitive landscape
  • Fundamental Skills :

  • Highly motivated and ability to multitask
  • Attention to detail and high degree of accuracy
  • Problem solving : creative thinking and process improvements
  • Strong written communication skills with the ability to develop client facing material
  • Very comfortable working in a collaborative culture across a range of fixed income strategies Job Description : Officer, Portfolio Specialist, FICC
  • Key Responsibilities

  • Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit). Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies.
  • Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
  • Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis
  • Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
  • Contribute to thought leadership publications through idea generation as well as market data analysis
  • Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
  • Help prepare and eventually participate in client portfolio review meetings as subject matter expert.
  • Work seamlessly and collaborate with / mentor junior team members as necessary
  • Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency
  • Qualifications

    Successful candidates will have a advanced degree (MBA or similar) degree or strong global fixed income market exposure and some combination of the following :

    Experience :

  • Extensive knowledge of and intellectual curiosity in Fixed Income
  • Around 5-10 years of relevant investment experience
  • Strong communication and partnership skills. Experience with institutional client relationships is a plus.
  • Master's degree / CFA / FRM is preferred, or progress towards
  • Technical Skills :

  • Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus.
  • Mix of qualitative and quantitative skills with ability to derive meaningful insights from data.
  • Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar
  • Working knowledge of portfolio attribution techniques
  • Proficient in macroeconomics, capital markets and the competitive landscape
  • Fundamental Skills :

  • Highly motivated and ability to multitask
  • Attention to detail and high degree of accuracy
  • Problem solving : creative thinking and process improvements
  • Strong written communication skills with the ability to develop client facing material
  • Very comfortable working in a collaborative culture across a range of fixed income strategies
  • 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.

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    Portfolio Manager • Bangalore, India

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