Portfolio Manager and Team Head, Investment Solution Group, State Street Gl

at  State Street

Who we are looking for State Street Global Advisors (SSGA) is one of the largest global asset managers and the only one with an Investment Centre in Poland. This position is for a Portfolio Manager and Team Leader within the Investment Solutions Group (ISG) of SSGA, our multi-asset class investment team. For more than three decades, ISG has developed asset class-spanning products and services aimed at helping our clients realize their diverse goals. Our team is global with offices in Boston, London, Krakow and other investment centres around the world.
The Portfolio Manager and Team Head, Investment Solution Group, Vice President (600) is a key role within Poland team, and as a part of the wider EMEA team, will be focused on managing multi-asset investment strategies for our clients. In this capacity, the Portfolio Manager will be responsible for the daily management of complex portfolios, effectuating portfolio trades, managing ETF trade baskets, managing cash flow and collateral needs, delivering on performance objectives, interacting with clients and prospects, and monitoring and maintaining portfolio positioning for ISG’s clients.
This position also requires leadership experience to lead a team of 4 to 6 portfolio managers / SMEs (Officer/AVP level) with overall responsibility of work produced from ISG Poland. The successful candidate will have hands on experience in portfolio management and team leadership as a head of local team and will be reporting to the EMEA head of ISG.
This is a Hybrid role which requires office presence on a weekly basis (3 days).
What you will be responsible for:

As ISG Portfolio Manager you will be focusing your day to day activity on:

• Multi-asset class portfolio management including setting strategic and tactical asset allocation policy, in particular designing and managing portfolio solutions.
• Manage client cash flows and portfolio rebalancing by executing portfolio transactions
• Conduct portfolio analysis to consider appropriate position sizing and risk budgeting given client risk tolerances and current positioning.
• Client engagement both in maintaining and driving new business requiring excellent written and verbal communication skills and experience interacting with clients, prospects and gatekeepers in the model portfolio industry.
• Active participation in ongoing research efforts, process improvement, and product development.
• Contributions to thought leadership efforts that highlight ISG’s market insights and research relevant to the US Institutional and Wealth markets
• Act as the lead on projects when needed within the team as well as with internal business partners to fulfil all necessary requirements.
• Act as a local escalation point for all ISG Poland matters and main point of contact for functional stakeholders. Escalate issues to ISG functional and local entity management.

As Poland ISG Team Head you will

• Team management with full process knowledge, requiring minimal support on more complex issues and SME to the core portfolio management activities.
• Lead or significantly contribute in onboarding new business (clients or/and funds) directed to ISG Poland team.
• Manage cross training initiative within the team to ensure all responsibilities are covered.
• Build a strong, cohesive work environment and drive team engagement with learning, development, and other opportunities within Krakow office
• Work closely with matrix manager (Branch COO) on HR regulatory, staff engagement aspects, local initiatives and people agenda aspects.
• Act as an active member of local management team (forum of team heads of AVP/VPs), contributing to Branch strategy planning & execution, as and when needed

What we value

• Proven leadership and presentation skills, with the ability to interface effectively with an executive audience
• Ability to coach and develop a high performing staff and senior managers
• Appreciation of multicultural work environment
• Strong communication skills to clearly articulate ideas and ability to use experience and analysis to gain support and work with internal and external parties
• Excellent critical-thinking skills with ability to structure and solve complex business problems along with excellent attention to details.
• Focus on continuous process improvement, procedure writing, and risk mitigation.
• Strong analytical, organizational and critical thinking skills.
• Self-motivated, ability to work independently and prioritize.
• Positive attitude, strong work ethic, ability to execute independently yet also maintain a strong team orientation, proactive thinker with a desire to continue to learn and grow

Education & Preferred Qualifications

• 10+ years of financial services experience of which 4+ years of investment management experience is preferable
• 6+ years of leadership experience in leading teams and managing senior analysts/SMEs.
• Master’s degree in business, finance or related field. Advanced Degree / CFA / CAIA, or progress towards is a plus.
• Strong knowledge of portfolio construction, risk management, and quantitative investment methods
• Familiarity with optimization tools and financial software (e.g. FactSet, Bloomberg, Axioma, PORT, Aladdin).

Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven conclusions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, resolutions and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
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.
Company: State Street Global Advisors
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Please refer the Job description for details