Portfolio Specialist

Position Summary

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- 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 developm