Portfolio Services, Portfolio Analyst Who we are looking for
London or Edinburgh Locations. The State Street Alpha Portfolio Services team is comprised of Account Services, Data Management, Enterprise Business Solutions, Portfolio Control, Cash Admin, Front Office- Reconciliations, Front Office Support, Client Reporting, Onboarding / Operational Readiness and SSGA Portfolio Admin functions. The teams are based across multiple locations across the UK, Ireland, the Netherlands, Poland and India. They are also supported by global counterparts in other regions across APAC and North America.
Alpha Portfolio Services is increasing its talent to support new client onboarding onto our Front-to-Back, Investment Platform – Alpha; and has a number of exciting opportunities for motivated individuals. These are new roles, expanding teams in Front Office Reconciliations, Front Office Support, Portfolio Control, Cash Administration and Business Solutions, Data management, and account Services creating opportunities for development and growth in the future.
Alpha Portfolio Services is developing a skilled team of Alpha professionals capable of both supporting the day to day operations of existing clients and assisting the implementation for new clients.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
Successful applicants may perform a combination of the following:
Front Office Services
Front Office Support
Middle Office Services
Portfolio Control
Business Solutions
Cash Administration
Account Services
Data Management
In addition, individuals will be expected to:
Individual Contributor
Authorisation and Escalation:
The functionally specific VP/AVP/Officer Information Services UK may delegate responsibility for functional processes to the respective Senior Associate, Associate 1 or 2 within Information Services UK, Business Operations EMEA in order to complete all daily tasks.
What we value
Excellent analytical skills.
Good time management, organizational skills and a collaborative approach.
Industry relevant qualifications, e.g. IMC, CFA Knowledge of order management systems, ideally CRD but not a must-have
Strong communication skills to audiences of different levels of seniority.
SQL, Word, Excel, PowerPoint etc
Must be self-motivated, adaptable and show initiative in different circumstances and under pressure.
Flexibility in working outside of your responsibilities and areas of expertise.
Other: Flexible working hours may be required.
Education & Preferred Qualifications
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 organization 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 StateStreet.com/careers
Job ID R-686200