Assistant Vice President, Passive Equity Portfolio Lead

State Street; Boston (MA); On-site; USD 90,000 - 158,000; Full time

Benefits offered by this job

401K with company match

Comprehensive benefits package

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Investment Management seeks a candidate to manage a range of passive equity funds within the Global Systematic Equity group. You will rebalance, monitor risk and exposure, and collaborate with investment teams to improve processes using technology-enabled solutions.

The role requires strong numerical skills, proficiency with Factset and Excel, and an interest in AI tools. You will work in a team to deliver reports and insights for internal and external clients.

Qualifications

• Good mathematical, decision-making and interpersonal skills.
• Excellent verbal and written communication skills.
• Understanding of Factset, advanced Excel, and coding knowledge would be useful.
• Demonstrated interest in and hands-on use of AI tools.
• Numerically minded and confident with data handling and interpretation.
• Ability to work effectively in a team, providing support and prioritizing workload.

Responsibilities

• Portfolio Management - manage daily tasks for index funds including monitoring tracking, risk and exposure, trading for index changes and cash flows, performance measurement and attribution.
• Analyze upcoming corporate actions for value add or wealth preservation opportunities.
• Collaborate with investment managers to improve efficiency of processes and workflow with technology-enabled solutions.
• Participate in project work with research team to drive efficiency and service levels.
• Create reports and presentations for internal and external clients.

Job description

State Street Investment Management seeks a candidate to manage a range of passive equity funds within the Global Systematic Equity group. You will rebalance, monitor risk and exposure, and collaborate with investment teams to improve processes using technology-enabled solutions.

The role requires strong numerical skills, proficiency with Factset and Excel, and an interest in AI tools. You will work in a team to deliver reports and insights for internal and external clients.