State Street

Portfolio Manager, Officer

State Street
Boston, Massachusetts
Not disclosed
29 Nov 2023
08 Dec 2023
Approved employers
Approved employer
Contract type
Full time
Experience level

Who we are looking for

A Junior Leveraged Loan portfolio manager to join its Leveraged Loan Program. The Junior Leveraged Loan portfolio manager will be located in Boston and will help to manage the bank’s $5 billion global allocation. Specifically, the responsibilities will include but are not limited to providing analytical support to the portfolio management team for investments to be purchased or owned in State Street’s investment portfolio.

The successful candidate will have a passion for investing, a strong work ethic, attention to detail, and the ability to manage multiple divergent tasks effectively. This position represents an excellent opportunity to build a career in investment management.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role, you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day-to-day deliverables at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements

What you will be responsible for

As a Junior Leveraged Loan Analyst you will:

  • Assist portfolio managers with portfolio analysis and construction
  • Prepare portfolio surveillance materials.
  • Prepare daily portfolio tracking reports.
  • Produce required regulatory reporting for the portfolio

What we value

These skills will help you succeed in this role:

  • The successful candidate will have at least 2 years of relevant experience with strong Excel skills and analytical abilities
  • Strong attention to detail.
  • Ability to manage multiple tasks at the same time.
  • Ability to meet tight deadlines.
  • Familiarity with Bloomberg is a plus

Education & Preferred Qualifications

  • Educational requirements include a BA/BS with some experience/background in accounting required.

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 fulfill all of them when applying. If you like change and innovation, seek to see the bigger picture, make data-driven decisions, and are a good team player, you could be a great fit.

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. 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.

Salary Range:

$70,000 - $115,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

For further information, and to apply, please visit our website via the “Apply” button below.

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