• Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically. Have a strong understanding of indexed (passive) fixed income products within Global Agg, Corporates, EMD, cash, etc.
• Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
• Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis
• Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
• Contribute to thought leadership publications through idea generation as well as market data analysis
• Leverage SQL and portfolio analytics tools to produce portfolio and benchmark comparison analysis across a range of financial, risk, sustainability, and climate-related metrics.
• Support the delivery of high-quality portfolio reporting and data-driven insights, identifying key trends, exposures and drivers of portfolio outcomes.
• Analyse datasets to evaluate portfolio positioning relative to benchmarks and contribute to investment, client and business reporting requirements.
• Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
• Help prepare and eventually participate in client portfolio review meetings as subject matter expert.
• Work seamlessly and collaborate with / mentor junior team members as necessary
• Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency
Qualifications : Successful candidates will have a advanced degree (MBA or similar) degree or robust global fixed income market exposure
📌 Portfolio Specialist, Fixed Income (Bengaluru)
🏢 State Street
📍 Bengaluru
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