【ステート・ストリート】Fixed Income Portfolio Management, VP
仕事内容
https://careers.statestreet.com/global/en/job/R-798480/Fixed-Income-Portfolio-Management-VP
Why this role is important to us
The team you will be joining is part of State Street Investment Management’s Fixed Income platform, managing a broad range of portfolios with a primary focus on index strategies. Portfolio managers play a critical role in delivering investment outcomes while ensuring portfolios are managed in line with investment mandates, risk limits, and client expectations.
In addition to supporting existing institutional mandates, the team is actively focused on expanding ETF and other scalable investment solutions. As a result, this role offers opportunities to contribute beyond day-to-day portfolio management through product development, client engagement, operational enhancements, and strategic business initiatives.
What you will be responsible for
As a Fixed Income Portfolio Manager, VP I, you will:
Portfolio Management
• Support the management of fixed income portfolios in line with investment guidelines and benchmarks
• Monitor portfolio risk exposures, benchmark deviations, and sector allocations, ensuring adherence to internal risk limits
• Assist in daily cash management, including monitoring inflows/outflows and coordinating with operations teams
• Work with trading teams to execute trades and prepare trade lists where necessary
Investment Process & Analysis
• Perform analysis on portfolio positioning and performance attributions
• Contribute to portfolio construction and rebalancing decisions using portfolio construction systems
Client & Product Support
• Prepare and update client materials including pitchbooks, fund questionnaires, and RFP responses for fixed income strategies
• Coordinate with RFP and client reporting teams to ensure accurate and timely delivery of client documentation
• Participate in internal and external meetings to explain portfolio strategy and investment process
Product & Strategic Initiatives
• Support product enhancement and development initiatives related to fixed income ETFs, mutual funds, and liquidity strategies
• Participate in cross-functional projects involving investment teams, product management, risk, compliance, operations, and technology groups
• Identify opportunities to improve investment workflows through automation and data analytics
• Support business initiatives aimed at growing scalable investment solutions and enhancing client outcomes
Governance, Risk & Compliance
• Monitor compliance with portfolio guidelines and respond to risk/compliance queries
Collaboration & Communication
• Work closely with global PMs, trading desks, and operations teams to ensure efficient portfolio implementation
• Facilitate communication across teams for portfolio changes, unusual activity, and client requirements
応募資格(必須経験など)
Minimum Requirements
• BS/BA required
• MBA, MS, or CFA preferred
• Minimum 7 years of experience in fixed income portfolio management, or related roles
• Experience in managing fixed income index portfolios
• Strong understanding of fixed income products and markets
• Experience working in a global investment management environment and collaborating across investment, trading, operations, risk, technology, and client-facing teams
• Experience in client documentation (RFP, pitchbooks, fund reporting)
• Proficiency in Excel, PowerPoint, and investment-related analytical tools
• Familiarity with fixed income portfolio management, risk, and trading platforms.
• Fluency in Japanese and business-level English