Global ETF Research Analyst, Officer, State Street Investment Management

132k PLN132 000 PLN/ rok./ rok.UoPUmowa o pracę (brutto)

SeniorOn-site·KrakówFull-time·Umowa o pracę

#477357·Dodano 5 dni temu·0

Źródło: State Street

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Tech Stack / Keywords

ETFMorningstarMicrosoft ExcelPowerPointBloombergFactSetExcel VBACFARFPDDQ

Podsumowanie oferty

As part of the Global ETF Research team, you will provide research and market and competitive analysis to support the sales organization and assess product positioning for clients. The role covers ETF and portfolio analysis, client-ready insights, and automated data feeds.

Wymagania

Good numerical and analytical abilities.
Ability to prioritize workload and work to tight deadlines.
Ability to use initiative, demonstrate flexibility, and think creatively to solve problems.
Attention to detail and a high degree of accuracy when working under pressure.
Desire to develop understanding of the global ETF landscape and State Street’s ETF business.
Knowledge of Microsoft Excel and PowerPoint; computer literacy is essential. Excel is particularly important for extracting insights from large datasets.
Good verbal and written communication skills.
Ability to oversee the work of less experienced team members and develop their skills.
Bachelor's degree or equivalent.
More than 5 years of experience working in a financial institution or finance-specific industry.
Strong written and spoken English.

Nice to have:

Working knowledge of tools such as Bloomberg, Morningstar, and FactSet.
Previous experience with ETFs.
Commitment to further study and qualifications, preferably the CFA designation or studying for it.
Microsoft Excel VBA and programming.
Awareness of risks associated with investing.
Knowledge of market and economic issues.

Obowiązki

Competitive Analysis

Produce Morningstar side-by-side comparisons.
Provide reasoning and build investment cases for clients to use State Street ETFs instead of other exposures.
Produce universe comparisons against competing ETFs and active funds.

Return-Based Data and Analytics

Produce return-based reports.
Provide clients with datasets, including holdings, return streams, fundamental characteristics, and responses to ad hoc requests.

Portfolio and Model Portfolio Analysis

Support analysis of client and model portfolios, including asset allocation, portfolio construction, risk, performance, and diversification.
Analyze portfolio exposures across asset classes, regions, sectors, factors, currencies, and underlying holdings.
Perform portfolio diagnostics, including concentration, overlapping exposures, diversification gaps, drawdown sensitivity, and other potential portfolio risks.
Support scenario analysis, stress testing, performance attribution, correlation analysis, and other portfolio analytics.
Assess the potential roles of State Street and third-party ETFs and funds within portfolios, including core exposure, diversification, income, liquidity, and risk management.
Help produce Portfolio Insights and Analysis and other client-ready portfolio analytics, highlighting key observations, potential risks, and implementation considerations.
Support the development and maintenance of portfolio analytics tools, methodologies, and repeatable analytical frameworks.

Thought Leadership and Ad Hoc Projects

Provide thought leadership content within ETF Americas Research, including analysis, white papers, commentary, and other data-oriented requests.
Build automated data feeds for monthly and quarterly updates of index comparison documents and standard presentations.
Work on ad hoc projects required to further the organization's business goals.
Serve as a subject matter expert for ETFs, portfolio analytics, portfolio construction, asset allocation, and ETF-related RFPs and DDQs.

Benefity

Permanent contract from day one.
Additional holidays, including a birthday day off and days off on the third- and fifth-year anniversaries.
Gold Medical Package for employees and their families, including partners and children.
Premium life insurance package and private pension plan.
Soft skills training, technical workshops, language classes, and development programs.
Opportunities to volunteer with company-driven initiatives, employee networks, or organizations of your choice.
Well-being programs.
Additional benefits depending on the seniority of the role.
Eligibility to be considered for discretionary annual performance-based awards.

Płatny urlop

Opieka zdrowotna

Ubezpieczenie

Kursy językowe

Premie

State Street

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