State Street – Investment Strategy Analyst – OCIO

StateStreet; Bengaluru; On-site; INR 700,000 - 1,200,000; Full time

Benefits offered by this job

Paid volunteer days

Access to employee networks

Job summary

A global investment firm in Bengaluru is seeking a research analyst with 2-5 years of investment experience. The role involves supporting investment strategy and portfolio construction, modeling portfolio expectations, and engaging in multi-asset class research. Strong analytical skills and communication are essential. The firm offers a supportive environment for professional growth.

Qualifications

• 2-5 years of investment experience.
• CFA designation or pursuing it is preferred.
• Ability to demonstrate initiative and multi-task.

Responsibilities

• Support investment strategy and portfolio construction teams.
• Assist with modeling portfolio return and risk expectations.
• Monitor client investment performance.

Skills

Investment experience

Strong written and verbal communication skills

Attention to detail

Quantitative analysis

Knowledge of Bloomberg, FactSet, Morningstar Direct

Coding experience in R/Python

Education

B.Tech/MBA or similar degree

Job description

Overview

The Outsourced Chief Investment Office (OCIO) Team is seeking to hire a research analyst with investment experience in strategic asset allocation and investment strategy.

Responsibilities and Expectations

• Support the investment strategy and portfolio construction teams in the creation of custom strategic asset allocation for client portfolios.
• Assist with modeling of portfolio return and risk expectations, long-term asset allocation.
• Engage with the team actuary and the broader GFS team on manager research and tactical asset allocation.
• Assist in the creation of materials for investment committee meetings and client presentations.
• Monitor client investment performance.
• Engage in ad hoc projects and multi-asset class research.
• Engage in multi-asset class research and contribute to thought-leadership articles.

Qualifications

• You will have a B.Tech/MBA or similar degree and will have some combination of the following skills/experience :
• 2-5 years of investment experience
• Rigorous attention to detail
• A practitioner’s approach to investment-problem solving
• Strong written and verbal communication skills
• Knowledge of Bloomberg, FactSet, and Morningstar Direct preferred
• Excellent quantitative skills are required, in particular, the ability to analyze and evaluate numerical data and present findings
• Prior coding experience in R/Python is desirable
• CFA or pursuing the CFA designation
• Ability to demonstrate initiative and multi-task

Our promise to maintain an environment where every employee feels valued and can meet their full potential infuses the things we value. 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.