Portfolio Specialist

Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice President

Join to apply for the Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice President role at State Street

Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice President

Join to apply for the Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice President role at State Street

Position Summary

We are seeking a highly motivated and detail-oriented

Position Summary

We are seeking a highly motivated and detail-oriented Portfolio Specialist to join our Client Portfolio Management (CPM) team supporting the Systematic Equity organisation. Systematic Equity at State Street Investment Management spans the full spectrum of quantitative equity strategies, including index, smart beta, sustainability, and active quantitative approaches. The CPM team comprises client-facing investment professionals and subject matter experts who collaborate with Portfolio Management, Research, and Sales to clearly articulate, support, and grow our business.

Based in Sydney and covering clients across Asia Pacific, this role reports to the Head of Client Portfolio Management (APAC), also based in Sydney. Portfolio Specialists are high-energy, organised individuals with excellent communication skills, strong investment acumen, and a desire to grow into a client-facing investment role. This is a multi-faceted position that plays a key role in new product development and serves as a first point of contact for Legal, Compliance, Sales, and Marketing on all investment-related communications.

Why This Role Is Important

The team you will be joining is part of State Street Investment Management, one of the world's largest asset managers, serving governments, institutions, and financial advisors globally. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of investment services across asset classes, risk profiles, regions, and styles. As pioneers in index investing, ETFs, ESG, and active quant, we are constantly innovating new ways to invest.

The Asia Pacific Systematic Equity business manages a wide variety of strategies across core market cap, style, factor, REIT/infrastructure, sustainability, and active themes. As the largest asset manager in Australia with a commanding market share in institutional strategies, this Portfolio Specialist role is highly visible. You will support many of Australia's largest superannuation funds and play an active role in expanding our business across Asia.

Role Responsibilities

As a Portfolio Specialist, you will be responsible for:

• Subject Matter Expertise Serve as the internal subject matter expert (SME) for State Street Investment Management's Systematic Equity business. Clearly articulate the investment philosophy and process, and work closely with Portfolio Management and Research to understand how portfolio changes impact composition and performance.
• Portfolio Analytics Conduct exposure, attribution, risk, and ESG analysis across a wide range of regional, sector, and style exposures.
• Commentary Development Write regular portfolio commentaries for client distribution and publication.
• Collateral & Client Reporting Assist in updating strategy collateral, including factsheets, cheat sheets, presentations, and customised client reports.
• Content & Messaging Take ownership of developing new content and messaging for flagship strategies, ensuring consistency and high standards across all internal and external communications.
• Strategy & Client Support Provide ongoing support for existing strategies by coordinating due diligence questionnaires, RFP responses, and ad hoc client queries.
• Operational Efficiency Identify opportunities to streamline processes and reporting through automation tools and collaboration with global teams.
• Risk Excellence Uphold the highest standards of risk excellence by working with Marketing, Compliance, Content Management, Legal, and Product teams to ensure all strategy materials meet regulatory and brand requirements.
  
  

What We Value

These skills will help you succeed in this role

• Critical thinking and problem-solving ability
• Strong organisational skills and ability to manage multiple priorities
• Motivated, enthusiastic, and proactive mindset
• Willingness to take initiative and navigate complexity
• Rigorous attention to detail and ability to perform under pressure
• Awareness of industry trends and a desire to progress into a client- or media-facing investment role
  
  

Education & Preferred Qualifications

• Bachelor's degree in Finance, Mathematics, Economics, or a related discipline
• CFA designation or progress toward CFA (or similar qualification)
• 3–6 years of relevant investment experience (equities required; active quantitative exposure a plus)
• Excellent quantitative skills, with the ability to analyse and interpret large datasets and present findings clearly
• Advanced knowledge of Microsoft Office suite
• Proficiency in one or more programming languages used in data analysis or financial modeling (e.g., Python, SQL) preferred
• Familiarity with AI-assisted development tools such as Copilot, with the ability to leverage them for enhanced productivity
• Knowledge of FactSet and Bloomberg
• Strong verbal and written communication skills
• Passion for financial markets and investing
• Team player with the ability to work independently and deliver results within deadlines
  
  

About State Street

What we do. 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 organisation 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

Job ID: R-775606Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesFinancial Services, Investment Banking, and Investment Management

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