State Street

ETF Portfolio Analytics Director, Vice President, State Street Investment Management

282k PLN282 000 PLN/ rok./ rok.UoPUmowa o pracę (brutto)

C-Level / ManagerOn-site·KrakówFull-time·Umowa o pracę

#472886·Dodano 12 dni temu·1

Źródło: State Street

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Tech Stack / Keywords

ETFasset allocationscenario analysisperformance attributionBloombergMorningstarFactSetMicrosoft ExcelPowerPointAI

Podsumowanie oferty

Lead customized portfolio analytics for client portfolios, identifying vulnerabilities and evaluating asset allocation and implementation choices. Within the Global ETF Research team, you will turn portfolio analysis into client-ready insights and help assess how proprietary and third-party funds can support portfolio objectives.

Wymagania

Excellent quantitative, portfolio analysis, and investment interpretation skills.
Strong understanding of portfolio construction, asset allocation, diversification, risk decomposition, scenario analysis, and performance drivers.
Ability to identify portfolio vulnerabilities and evaluate funds as portfolio building blocks.
Experience designing analytical frameworks, automating processes, and developing scalable tools.
Strong attention to detail, accuracy under pressure, prioritization, sound judgment, and ability to meet tight deadlines.
Ability to communicate technical analysis clearly in writing, presentations, and client discussions.
Good understanding of the global ETF and fund landscape, investment implementation choices, and distribution channels.
Advanced knowledge of Microsoft Excel and PowerPoint, and experience extracting insights from large, complex datasets.
Ability to guide less experienced team members and develop their analytical skills.
Collaborative, self-motivated, intellectually curious, and comfortable working independently.
Bachelor’s degree or equivalent.
10+ years of experience in a financial institution or finance-related industry, with substantial exposure to portfolio analytics, asset allocation, investment research, or portfolio construction.
Strong written and spoken English.

Preferred qualifications:

An advanced degree or relevant professional qualification.
Working knowledge of Bloomberg, Morningstar, FactSet, or comparable investment analytics and data platforms.
Experience with ETFs, mutual funds, model portfolios, multi-asset portfolios, or institutional portfolio analysis.
Programming or data-handling skills relevant to scalable analytics.
Experience developing analytical solutions using AI or advanced automation tools.
Knowledge of investment risk, market structure, liquidity, and portfolio implementation considerations.
Awareness of current market and economic issues and their potential portfolio implications.

Obowiązki

Customized portfolio analytics and portfolio diagnostics:

Design and deliver customized analyses for client portfolios, model portfolios, and sales opportunities.
Assess portfolio structure and identify vulnerabilities, including concentration risk, overlapping exposures, diversification gaps, and liquidity constraints.
Apply scenario analysis, stress testing, risk decomposition, performance attribution, and correlation analysis to explain portfolio behavior.
Translate findings into observations and implementation considerations, and produce in-depth Portfolio Insights and Analysis.

Asset allocation and portfolio construction strategies:

Evaluate strategic and tactical asset allocation in the context of client objectives and constraints.
Analyze how allocation changes affect risk, return drivers, diversification, and market-scenario sensitivity.
Develop frameworks connecting macroeconomic and market views with portfolio exposures and implementation choices.
Assess portfolio building blocks and support portfolio construction methodologies and repeatable analytical frameworks.

Fund roles and implementation analysis:

Evaluate State Street and third-party funds according to their potential role in portfolios.
Analyze how funds may provide exposure, diversification, risk mitigation, income, liquidity, or targeted growth.
Assess implementation trade-offs using holdings, returns, risk, liquidity, and portfolio fit.
Provide data and analysis for client requests, including portfolio characteristics, risk measures, and exposure analysis.

Analytical tool and methodology development:

Maintain and enhance portfolio analytics tools using in-house capabilities and third-party data or technology platforms.
Develop scalable tools and methodologies for portfolio diagnostics, vulnerability assessment, asset allocation, and implementation comparison.
Improve workflow efficiency, data quality, methodological consistency, and client-ready outputs.
Evaluate external analytical capabilities that could strengthen analysis or improve the client experience.

Commercial and stakeholder support:

Partner with sales, ETF specialists, and investment strategists to understand client needs and define analytical approaches.
Design targeted portfolio analyses for client discussions and commercial opportunities.
Serve as a subject matter expert for portfolio analytics, construction, asset allocation, and ETF-related RFPs and DDQs.
Present complex findings accessibly and collaborate with product, marketing, investment, and technology teams.

Leadership and quality oversight:

Train and develop junior team members in portfolio analytics, investment interpretation, tool usage, and communication.
Allocate and prioritize team work, review analytical outputs, and ensure deliverables are accurate and timely.
Promote consistent analytical standards, documentation, and knowledge sharing.

Benefity

Discretionary annual performance-based awards.
Additional holidays, including a birthday day off and days off for third- and fifth-year anniversaries.
Gold medical package for employees and their families.
Premium life insurance package and private pension plan.
Soft skills training, technical workshops, language classes, and development programs.
Paid volunteer days.

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State Street

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