Investment Portfolio Specialist

5 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $150,000
Portfolio Specialist Job Description\

We are seeking a highly motivated and detail-oriented individual to join our Client Portfolio Management team supporting the Systematic Equity organisation.

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The successful candidate will serve as an internal subject matter expert for State Street's Systematic Equity business, clearly articulating the investment philosophy and process. They will work closely with Portfolio Management and Research to understand how portfolio changes impact composition and performance.

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Key responsibilities include conducting exposure, attribution, risk, and ESG analysis across various regional, sector, and style exposures. The ideal candidate will also write regular portfolio commentaries for client distribution and publication, assist in updating strategy collateral, develop new content and messaging for flagship strategies, and provide ongoing support for existing strategies.

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Required Skills and Qualifications:

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  • \
  • 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\
  • 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\
  • Benefits:\
    • \
    • Competitive salary and benefits package\
    • Opportunities for professional growth and development\
    • Collaborative and dynamic work environment\
    • Recognition and rewards for outstanding performance\
    • Access to cutting-edge technology and resources\
    • Flexible work arrangements and work-life balance\
    • Comprehensive health insurance and wellness programs\
    • Employee assistance program and mental health resources\
    • Retirement savings plan and matching contributions\
    • Generous time off and paid holidays\
    • Professional certification and education reimbursement\
    • Discounts on company products and services\
    • On-site fitness classes and recreational activities\
    • Employee recognition and reward programs\
    • Community involvement and volunteer opportunities\
    • About Us:\

State Street is a leading global provider of financial services, offering a range of products and solutions to clients around the world.

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We are committed to delivering exceptional service, driving innovation, and fostering a culture of collaboration and inclusion.

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Join us in shaping the future of finance and building a better world for generations to come.

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