Portfolio Oversight and Control - Officer, State Street Investment Management

State Street; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment management firm in London is seeking a Portfolio Oversight and Control Officer to act as a liaison between investment teams and operational functions. Candidates should possess strong analytical skills and a degree in a financial discipline, with experience in Fixed Income and Equities products. The role focuses on operational inquiries, metrics monitoring, and supporting project initiatives. A comprehensive benefits package and inclusive work environment are offered.

Benefits

Competitive medical care

Flexible work programs

Development programs

Qualifications

• Degree qualified with a financial or analytical discipline preferred.
• Operations experience gained from an investment manager or similar.
• Product Experience required: Fixed Income and Equities, ETFs, FX.

Responsibilities

• Act as a liaison for Investment teams and other functions.
• Contribute to change initiatives on projects and analysis.
• Monitor critical metrics to ensure service standards are met.

Skills

Analytical skills

Oral and written communication

Ability to manage multiple priorities

Understanding of investment markets

Relationship building

Education

Degree in financial or analytical discipline

Professional industry qualifications

Tools

Fixed Income products

Equities

ETFs

FX spot and forwards

Job description

Who we are looking for

State Street IM Portfolio Oversight and Control are a team of operations professionals with broad experience who provide integration support and daily oversight for the State Street IM core outsourced middle office functions, this role will focus on the

Why this role is important to us

The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As a Portfolio Oversight and Control - Officer you will be

• Acting as a liaison for the Investment teams and other State Street IM functions, functioning as a central point of contact for operational inquiries on outsourced workflows.
• Contribute to the State Street IM change agenda through partnering with other teams on projects (locally and globally) and on new business analysis so as clear direction can be provided on the scope and operational post trade execution requirements related to any new or existing State Street IM business initiative.
• Monitoring and reviewing critical metrics to ensure deliverables and service standards are met, building and maintaining Service Level Agreements with outsourced providers.

What we value

These skills will help you succeed in this role

• Demonstrate the ‘Risk Excellence’ culture in your behavior
• You will have strong analytical skills and a positive organized approach to investigating queries and exceptions
• Excellent oral and written communication skills and willingness to communicate with colleagues at all levels of the organization.
• You have the ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused, deadline driven environment.
• You will be able to work confidently both independently and as part of a team.
• You understand investment markets and the settlement of securities. Understanding of product and fund valuation useful.
• Ability to build strong positive relationships with both internal and external clients.
• Willing to assume responsibility and take ownership of tasks assigned.

Education & Preferred Qualifications

• Degree qualified with a financial or analytical discipline preferred.
• Professional industry qualifications an advantage.

Additional requirements

• Operations experience gained from an investment manager, investment bank, hedge fund, prime broker or fund administrator.
• Degree qualified with a financial or analytical discipline preferred.
• Professional industry qualifications an advantage.
• Product Experience required: Fixed Income and Equities, ETFs, FX spot and forwards

About State Street

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, 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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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.

Discover more information on jobs at StateStreet.com/careers

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