US Equity Analyst, VP I - State Street Investment Management

The US Equity Analyst will be responsible for covering the Software & IT Services for the US Markets within the Equity Research Department. The ideal candidate will have experience researching and recommending equities within the industry, while demonstrating strong working knowledge of a substantial portion of the investment universe.  The US Equity Analyst will partner with existing Portfolio Managers (PM’s) and serve as the industry expert for security selection across multiple portfolio mandates. 

This position will be located in Stamford, CT.

Essential Responsibilities:

• Based on fundamental research, you will formulate and recommend Software & IT equity investments.
• Conduct your research through collaboration with other sector analysts, regional teams, and portfolio managers.
• You will provide industry insight, company specific analysis, and actionable stock recommendations using expertise to positively impact performance.
• With other analysts you will manage a real “best ideas” sector portfolio of external institutional AUM that also serves as a communication vehicle for ideas and trades to PM’s.   
• Construct and maintain financial models and forecasts to support analysis and investment recommendations.
• Communicate and present your primary research on investment opportunities, ideas, and updates to portfolio managers.
• Develop  and  sustain  frequent  contact  with  management  teams  and  industry sources utilizing  company/industry  publications,  sell-side analysts,  etc to  drive your insights,  analysis  and  conclusions. 
• Participate in client/prospect/consultant reviews regarding your investment and research processes and performance.

Qualifications/Requirements:

• Bachelor's Degree, preferably in a business-related discipline
• MBA/Masters, CFA, or CPA preferred
• At least 10 years of experience in an investment management organization preferably in the applicable asset class, or a financial services environment
• At least 5 years of investment experience, preferably within the assigned sector / region or asset class in either a research or portfolio management capacity
• Team player who is able to work collaboratively
• Highly organized, with attention to detail
• Ability to work in an environment where priorities may change frequently
• Experience using Bloomberg
• Advanced Excel and modeling skills
• Travel related research expected

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 decisions and are a good team player, you could be a great fit. 

  

About State Street Investment Management 

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis 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 Investment Management 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 Investment Management 

Salary Range:

$120,000 - $187,500 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.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.