Investment Business Analyst, Officer, State Street Investment Management

Role Summary/Purpose

The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by SSIM Stamford’s Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process.

• Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows
• Daily client cash flows, futures/ETF hedging & program trading
• Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools
• Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes
• Lead analysis, business requirements and testing of data visualization dashboards and other investment process tool enhancements
• Act as a subject matter expert in support of key business initiatives and cross functional projects
• Drive operational efficiencies across fundamental equity team & supporting functions by identifying process improvement opportunities

• Bachelor's Degree preferably in a finance, operations and/or technology-related discipline
• Minimum of 2 years of experience in an investment management, operations, or equivalent organization
• Financial data knowledge/expertise with particular emphasis on Excel / Data Visualization / AI tools
• Strong critical thinking, quantitative and analytical skills with ability to creatively problem solve
• Results driven

• Legal authorization to work in the U.S. is required.
• We will not sponsor individuals for employment visas now or in the future for this job opening.
• MUST be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check.
• Must be willing to submit to a background investigation as part of the selection process.
• Must be willing to work out of an office located in Stamford CT or Boston MA

• Strong understanding of equity products and markets
• Working knowledge of portfolio performance analytics and accounting
• Working knowledge of AI tools and experience integrating AI into existing business processes
• Prior finance- or operations-related functional experience
• Ability to understand complex concepts and relationships
• Highly organized with strong attention to detail
• Experience using Bloomberg, AI Tools, TIBCO Spotfire, Tableau or other reporting tools
• Strong Excel/data analytics experience
• Strong client/service orientation
• Strong communication skills: verbal written and presentation; ability to effectively communicate strategically with internal stakeholders
• Demonstrated ability to influence outcomes and present to all levels of the organization
• Strong team player - excellent interpersonal skills, able to develop strong working relationships with team members
• Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment
• High energy level, entrepreneurial mindset, positive flexible attitude
• Demonstrated personal and professional integrity

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to…