{"@context":"https://schema.org","@type":"ItemList","name":"Fixed Income Portfolio Manager Job Description and Career Insights","description":"Explore the role of a Fixed Income Portfolio Manager, responsibilities, salary range, and skills required. Discover career growth opportunities in investment management.","itemListElement":[{"@type":"ListItem","position":1,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Manager, Vice President, State Street Investment Management","datePosted":"2025-09-10","description":"

Job Title: Fixed Income Portfolio Manager, Vice President

Location: London, UK

Department: Rates & Aggregate Team

Job Description:

We are seeking a highly skilled and experienced Fixed Income Portfolio Manager to join our Rates & Aggregate team as a Vice President. The ideal candidate will have a strong quantitative background with a focus on automated portfolio construction and proven experience in the development and implementation of advanced optimization techniques in Fixed Income Portfolios.

Key Responsibilities:

Lead the development and implementation of advanced optimization techniques for Fixed Income Portfolios.

Utilize quantitative methods to enhance automated portfolio construction processes.

Manage and optimize portfolios within the Rates & Aggregate asset classes.

Collaborate effectively across the organization, including with portfolio management, IT, and research teams.

Develop and implement custom portfolio construction tools and improvements to the investment process.

Ensure compliance with regulatory requirements and internal policies.

Conduct advanced analysis of portfolio management processes and fixed income markets.

Develop proprietary analytics and quantitative models for securities evaluation, regression analysis, curve fitting, and other forms of data manipulation and evaluation.

Focus on scientific research to stay up-to-date with the latest advances in investment and risk management fields.

Manage diverse investment products, including pooled funds, segregated accounts, and ETFs across the full spectrum of global fixed income instruments.

Qualifications:

Proven experience in Fixed Income Portfolio Management with a focus on Rates & Aggregate asset classes.

Strong quantitative skills and experience with automated portfolio construction.

Demonstrated ability to develop and implement advanced optimization techniques.

Excellent collaboration skills with the ability to work across portfolio management, IT, and research teams.

History of successful development and implementation of custom portfolio construction tools and improvements to the investment process.

Strong analytical and problem-solving skills.

Excellent communication and presentation skills.

Practical knowledge of financial assets and market behaviour.

Familiarity with Bloomberg.

Advanced programming skills and cross-platform integration, including proficiency in Python and SQL.

Deep understanding of fixed income instruments, derivatives, and asset allocation.

Advanced understanding of quantitative and statistical analysis, corporate finance, and portfolio management.

Education and Experience:

Bachelor's degree in Quantitative Finance, Mathematics, or a related STEM field. A Master's degree or CFA designation is preferred.

Minimum of 7 years of relevant professional experience with at least 5 years in Fixed Income Portfolio Management.

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"London, England, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Account Executive, Assistant Vice President, State Street Investment Management","datePosted":"2025-08-21","description":"

Account Executive, Assistant Vice President, State Street Investment Management - Amsterdam

Who we are looking for

As an Account Executive in our Benelux Team you will focus on the institutional client segment in the Netherlands. In this role you will work our senior sales team in executing a strategic plan to help grow the business in the Netherlands. You will be responsible for expanding and developing the institutional Dutch client base and you will represent our investment solutions which range from fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. 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.

Why this role is important to us

The Dutch market is one of the important markets within Europe. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

Strengthen and deepen the relationship with a portfolio of longstanding clients and build mutually beneficial relationships that are valuable for our clients and for State Street Investment Management
Establish and cultivate relationships at target organizations, initiate and lead interactions aimed at understanding the unique situation, challenges and expectations and work towards shaping investment solutions that meet those expectations, generating and reaping opportunities to grow business
Proactively lead and manage sales processes from prospecting to close, including leading generation, client meetings, prospect qualifications, RFP completion and deal negotiations
Participate in various industry events where appropriate – staying current on economic and market developments, investment trends and changes in Dutch regulatory landscape.
Using your technical and research skills, remain current on the competitor landscape, key differentiators and competitive advantages
Collaborate and build relationships with different internal teams: portfolio management, trading, ESG, asset stewardship legal, compliance, finance, product management

What we value

These skills will help you succeed in this role:

Excellent sales and service skills
Passion for the investment management industry and a desire to learn, both independently and in group settings
Self-starter
Strong analytical skills
Fluency in Dutch and English
Strong grasp of Microsoft Office and Salesforce
High impact communication and presentation skills, having the ability to explain complex concept in a way that everyone can understand
You thrive in a team-oriented environment
Play to win

Education & Preferred Qualifications

A minimum of 4-7 years of industry experience (preferably in a sales/client facing role)
Masters degree in Business Administration, finance, law, economics or similar

State Street Investment Management Netherlands is a branch of State Street Investment Management Ireland limited, a company registered in Ireland, authorised and regulated by the Central Bank of Ireland. The information contained in this email and any attachments (\"message\") is confidential and only intended for the exclusive use of the addressee. If you receive this message in error, please delete it and immediately notify the sender. This message does not constitute investment advice or research, and is not a solicitation to buy or sell any financial product. Internet communication is not guaranteed to be secure or error free. You should not rely on the contents of this message to make any investment decision.

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Amsterdam, Netherlands","addressCountry":"The Netherlands","addressRegion":"Europe"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Manager","datePosted":"2025-07-20","description":"

Summary:

A leading financial institution is seeking a Fixed-Income Portfolio Manager to formulate and execute investment strategies for various portfolio mandates. The role will involve close coordination with the Head of Fixed Income, ensuring portfolio performance meets key metrics and benchmarks while proactively identifying investment opportunities to generate superior returns with acceptable risk.

Responsibilities:

Develop and implement strategies to ensure portfolios consistently outperform assigned benchmarks.
Identify investment opportunities within the fixed income space that offer superior returns within the investment mandate.
Establish and streamline trading procedures to ensure efficient workflow for fixed income portfolios.
Collaborate with bond traders and liquidity traders to ensure smooth trade execution and deployment of cash across portfolios.
Provide sales support to enhance client relationships and portfolio growth.

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
5+ years of experience in bond trading and portfolio management within a financial institution.
Fully competent in portfolio risk management and asset allocation.
In-depth understanding of fixed income markets and how they impact broader investment strategies.

Work Setup: Hybrid (3 days onsite)

Schedule: Day Shift

Location: BGC, Taguig City

By applying, you give consent to collect, store, and/or process personal and/or sensitive information for recruitment and employment, may it be internal to Cobden & Carter International and/or to its clients.

","hiringOrganization":{"@type":"Organization","name":"Cobden & Carter International","sameAs":"https://www.cobdenandcarter.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Taguig, Metro Manila, Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Manager","datePosted":"2025-08-15","description":"

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment proposals to our private clients and within this context we are looking for a Fixed Income Portfolio Manager to be based either in Geneva or in Zurich :

Your Role :

Manage assigned Fixed Income mandates focusing on investment-grade and cross-over credit instruments in developed markets, primarily EUR and USD, with the goal of achieving sustainable and risk-controlled outperformance compared to the respective benchmarks.
Assume responsibility for fixed income portfolio construction, bond selection, and risk management within defined investment guidelines
Portfolio management backup in the absence of Team members.
Manage relationships with our bankers and client portfolio specialists as well as external clients.
Contribute and taking part to our internal and external Fixed Income presentations and meetings.
Modeling the fixed income universe with economic and quantitative research in order to improve our interest rate risk and credit risk decisions within Global Fixed Income strategies.
Improvement of the Team's decision-making process with: macro, micro, instrument, and credit research.
Input for the further development of the organization, processes, procedures, and instruments .
Create and promote fixed income investment ideas, in close cooperation with our team of Analysts and Portfolio Managers.

Your Profile :

Education: University degree in Finance (Bachelor/Master) degree with a focus on finance or higher specialized education.
Further Education: AZEK and/or CFA. Specialized seminars with a focus on bond portfolio management.
Experience: High level of expertise in the global bond markets; detailed knowledge of the relevant market areas; good knowledge of corporate credit; well-developed knowledge of risk management. Minimum 5 years of experience in a similar role in Fixed income portfolio management.
Specific expertise: Strong expertise in bottom-up bond picking, issuer-specific fundamental credit analysis, relative value and cross-sector bond assessments, and quantitative analysis (bond pricing, yield curves, duration management).
Skills: Highly developed interpersonal and communication skills. Team-player and a can do proactive attitude. High degree of independence and personal responsibility. Pronounced positive conflict resolution skills, creativity, communication and negotiation skills, high resilience.
IT tools: Excel, Bloomberg, Front-End Portfolio Management Tools. Phyton or R programming highly desirable
Languages: Fluent in English written and spoken. A good command of French is highly desirable. German is a plus. Any further languages welcomed.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

","hiringOrganization":{"@type":"Organization","name":"Lombard Odier","sameAs":"https://www.lombardodier.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Geneva, Switzerland","addressCountry":"Switzerland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Manager","datePosted":"2025-09-01","description":"

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Fixed Income Portfolio Manager (FI PM)helps formulate the investment strategies for the various portfolio mandates. FI PM proactively manages the fixed income portfolios in close coordination with the Head of Fixed Income while ensuring portfolio performance meets required metrics and/or exceeds established benchmarks.

•   Ensure appropriate strategies are employed with the aim of meeting required metrics and consistently outperforming assigned benchmarks
•   Identifies investment opportunities that offer superior returns with acceptable risks within the parameters of the investment mandate of the funds
•   Help establish appropriate trading procedures and practices to ensure efficient workflow for fixed income.

• Provide sales support

• Coordinate closely with both the bond trader and liquidity trader for efficient execution of trades and deployment of excess cash for the different portfolios

Specialized knowledge

•   Fully competent in portfolio risk management
•   Fully competent in asset allocation
•   Comprehensive understanding of fixed income issues and how they relate to the overall investment environment

Education and experience

Education

A university degree in finance, accounting, economics or related fields, preferably a Chartered Financial Analyst (CFA) or candidate or MBA.

Experience
At least five (5) years work experience in the field of bond trading and portfolio management from a financial institution

Job Category:

Public Fixed Income Management

Posting End Date:

04/09/2025","hiringOrganization":{"@type":"Organization","name":"Sun Life","sameAs":"https://www.sunlife.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sun Life Philippines","addressCountry":"Philippines","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Intermediary Relationship Manager, State Street Investment Management, Vice President II","datePosted":"2025-08-08","description":"

Who we are looking for

This role is a fantastic opportunity to join the talented and dynamic State Street Investment Management Intermediary Client Coverage Team.

In this role, your key mission would be to develop and implement strategies to drive sales of locally domiciled SPDR ETFs, unlisted managed funds and the State Street ETF model portfolios across our key client segments: Financial Intermediaries including and not limited to financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers. In this context you will be partnering with our local marketing and strategy teams to maximise our efforts.

This is a great opportunity to operate in a team friendly environment where you would work collaboratively to promote our range of ETFs and managed funds in Australia. Together we will continue to build a client focused, collaborative and dynamic sales culture.

Why this role is important to us

The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world, that provides services to the world’s governments, institutions and financial intermediaries across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

What you will be responsible for

As Intermediary Relationship Manager VP II, you will

Develop and execute strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across key client groups within the Financial Intermediaries segment,
Build and maintain a book of business with key clients.
Identify and anticipate client requirements, expectations and needs.
Clearly communicate SPDR ETFs and fund investment ideas and research to clients and prospects.
Execute sales campaigns and dynamically involve clients on major State Street Investment Management initiatives (seminars, events, surveys) while promoting excellent and positive teamwork and culture at all times.
Collaborate with the Product Team to provide input into new product ideas/product enhancements.
Partner closely with the marketing team to design, elaborate and execute sales strategies; and
Remain abreast of industry and product trends (including competitive analysis) to ensure SSGA and SPDR is strongly positioned in the Australian market.

What we value

These skills will help you succeed in this role

Successful Sales track record (ideally with ETFs) and advanced client relationship management skills.
Strong knowledge and understanding of portfolio construction and asset allocation including SAA and TAA
Strong business instincts, good judgment and creative mind-set.
Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning.
Confirmed dedication to risk, compliance, governance and regulation policies and procedures.
Strong analytical skills and ability to prioritise multiple responsibilities to meet deadlines.
Ability to build positive relationships with internal and external clients; and
Willingness to assume responsibility and take ownership of tasks assigned.

Education & Preferred Qualifications

Strong client-facing skills with investment experience in the asset management industry, (preferably ETFs) for part or all financial services career.
Has operated at a mid-level in strategic sales, marketing and client relationship management for an extended period of time i.e. .8-10 years plus.
Current RG146 qualifications.
Understands the range of Intermediary market segments and brings knowledge and relationships across investment platforms and investments.
Confirmed ability to develop and execute successfully on strategic sales plans through one on one and one to many activities.
Confirmed client relationships and experience in developing strong relationships across client segments – ideally in Victoria region.
Ability to manage key business metrics and targets (activity, asset gathering/ retention targets) plus track record to demonstrate sustained success.
Degree qualified or equivalent with a financial or analytical discipline preferred; and
Current RG146 qualifications.

Additional requirements

What we need you to be/ possess:

Strong communication and leadership skills.
Confident, enthusiastic and solution-oriented mind-set.
Strong technical ability with investment industry knowledge.
Ability to work well within a team with strong organisational skills.
Positive, entrepreneurial and can-do attitude.
Willingness to roll up sleeves and navigate complexity.
Aligned with State Street's culture of corporate citizenship; and
Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.

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. 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.

Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Intermediary Relationship Manager, State Street Investment Management, Vice President II","datePosted":"2025-08-07","description":"

Who we are looking for

This role is a fantastic opportunity to join the talented and dynamic State Street Investment Management Intermediary Client Coverage Team.

Why this role is important to us

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

What you will be responsible for

As Intermediary Relationship Manager VP II, you will

Develop and execute strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across key client groups within the Financial Intermediaries segment,
Build and maintain a book of business with key clients.
Identify and anticipate client requirements, expectations and needs.
Clearly communicate SPDR ETFs and fund investment ideas and research to clients and prospects.
Execute sales campaigns and dynamically involve clients on major State Street Investment Management initiatives (seminars, events, surveys) while promoting excellent and positive teamwork and culture at all times.
Collaborate with the Product Team to provide input into new product ideas/product enhancements.
Partner closely with the marketing team to design, elaborate and execute sales strategies; and
Remain abreast of industry and product trends (including competitive analysis) to ensure SSGA and SPDR is strongly positioned in the Australian market.

What we value

These skills will help you succeed in this role

Successful Sales track record (ideally with ETFs) and advanced client relationship management skills.
Strong knowledge and understanding of portfolio construction and asset allocation including SAA and TAA
Strong business instincts, good judgment and creative mind-set.
Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning.
Confirmed dedication to risk, compliance, governance and regulation policies and procedures.
Strong analytical skills and ability to prioritise multiple responsibilities to meet deadlines.
Ability to build positive relationships with internal and external clients; and
Willingness to assume responsibility and take ownership of tasks assigned.

Education & Preferred Qualifications

Strong client-facing skills with investment experience in the asset management industry, (preferably ETFs) for part or all financial services career.
Has operated at a mid-level in strategic sales, marketing and client relationship management for an extended period of time i.e. .8-10 years plus.
Current RG146 qualifications.
Understands the range of Intermediary market segments and brings knowledge and relationships across investment platforms and investments.
Confirmed ability to develop and execute successfully on strategic sales plans through one on one and one to many activities.
Confirmed client relationships and experience in developing strong relationships across client segments – ideally in Victoria region.
Ability to manage key business metrics and targets (activity, asset gathering/ retention targets) plus track record to demonstrate sustained success.
Degree qualified or equivalent with a financial or analytical discipline preferred; and
Current RG146 qualifications.

Additional requirements

What we need you to be/ possess:

Strong communication and leadership skills.
Confident, enthusiastic and solution-oriented mind-set.
Strong technical ability with investment industry knowledge.
Ability to work well within a team with strong organisational skills.
Positive, entrepreneurial and can-do attitude.
Willingness to roll up sleeves and navigate complexity.
Aligned with State Street's culture of corporate citizenship; and
Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.

About State Street

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Intermediary Sales Switzerland, State Street Investment Management, Vice President I","datePosted":"2025-08-12","description":"

Who we are looking for

We are looking for a dedicated and sales driven Intermediary Sales professional to join our Swiss team. In this role, you will play a pivotal part in expanding the intermediary distribution network of State Street Investment Management, with a particular focus on promoting our investment solutions across asset classes, including ETFs, mutual funds (active & passive), and cash solutions. Reporting directly to the Head of Switzerland Intermediary business - you will have the opportunity to operate within a multi-cultural team covering the German-, French and Italian speaking regions of Switzerland. Furthermore, you will navigate a very dynamic work environment and collaborate with cross-functional teams to ensure the successful delivery of tailored investment solutions to our intermediary clients. 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.

Why this role is important to us

The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

What you will be responsible for

As Intermediary Sales you will:

Strategic Thinking and Sales Strategy: Develop and execute our sales strategy to promote our product offerings within the Swiss market, driving revenue growth and meeting key business objectives.
Client Relationships: Build and manage long-term relationships with financial intermediaries, including asset managers, wealth managers, private banks, platforms and family offices, to ensure alignment with their needs and expectations.
Market Development: Identify new business opportunities within the intermediary space and leverage your network to drive product adoption and increase our market share.
Project Coordination – Oversee RFP processes, client onboarding and coordinate projects related to client reporting and ongoing management post onboarding to ensure seamless service delivery. You will also participate to cross regional and strategic initiatives.
Collaboration: You will develop a “One State Street” approach and Partner closely with Capital Markets, Strategy, Product and Marketing teams to identify market themes and ensure the alignment of messaging and product positioning within the market.
Client Engagement: Deliver high-quality client service, providing ongoing support and communicating investment ideas and research effectively to clients and prospects.

What we value

These skills will help you succeed in this role

Experience: A minimum of 6+ years of experience in asset management sales, with a focus on intermediary clients and a strong track record of success in promoting Active & Passive mutual funds, ETFs, and cash products.
Language Skills: Fluency in at least two country languages with preference in Swiss-German.
Client-Centric Approach: Strong relationship management skills with experience working with wealth managers, private banks, and financial advisors.
Market Knowledge: In-depth understanding of the Swiss financial landscape and intermediary distribution channels.
Technical Proficiency: Ability to analyse and interpret market trends, product data and clients insights to inform sales strategies.
Communication: Excellent communication and presentation skills, with the ability to articulate complex investment strategies in a clear and compelling manner.
Adaptability: ability to respond effectively to changing market dynamics and proactively anticipate client needs.
Collaboration: strong interpersonal skills to work effectively with cross-functional teams and contribute to a collaborative work environment.
Attentive to detail with an ability to look critically at a problem and proposed solutions
Strong commercial mindset and ability to breakdown barriers to achieve financial goals
Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation

Education & Preferred Qualifications

Strong Client Facing and/or Investment experience in the asset management industry of 6+ years.
Advanced degree in Business or Finance and/or CFA designation preferred
Confirmed ability to develop and execute successfully on strategic sales plans.
Experience operating in a dynamic environment while managing various stakeholder needs and overall business risk factors

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.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Management

#LI-Hybrid

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Zurich, Switzerland","addressCountry":"Switzerland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"ETF Product Developer, Assistant Vice President - State Street Investment Management","datePosted":"2025-09-01","description":"

Job Title: ETF Product Developer, Assistant Vice President

Reporting To: Head of EMEA Product Development

Department: International Product, Global Innovation Hub

Location: London / Dublin

The ETF Product Developer will be a member of the International Product team driving product innovation by contributing to the product strategy and development of State Street Investment Management’s range of pooled funds and ETFs as well as the ongoing range management of existing products with a focus on fixed income. This includes the research, design and build of new active and index ETFs across State Street IM’s range of investment capabilities as well as working with select third party managers. The International Product team is a part of State Street IM’s Global Innovation Hub within the Chief Business Office (CBO) partnering with the Client Coverage Group and Global Investment teams to deliver innovate products and solutions to State Street IM’s clients across asset classes and investment styles and support the growth ambitions of the organisation.

The ETF Product Developer will collaborate with colleagues in the Global investment teams, portfolio strategists, client / consultant facing teams, Capital Markets, external partners including index providers and third party managers and work closely with peers in the broader International Product team and Global Innovation Hub to drive our product agenda.

What we need you to do:

Research, design, develop and deliver new EMEA-domiciled ETFs to support State Street IM’s EMEA clients and prospects to support State Street IM’s overall strategy and business priorities.
Develop, support and execute on SSGA’s EMEA product roadmap and provide insights to the global product roadmap, including in relation to sustainable investing.
Execute the product strategy, develop innovative ideas, build business cases, design product features and co-ordinate launches. Work cross-functionally to develop and position the firm's EMEA product range.
Analyse market research and understand the competitive marketplace to identify market trends and potential new product opportunities.
Understand the needs of State Street IM’s EMEA institutional and intermediary clients and prospects, the opportunities in the market and how best to respond to these with State Street IM’s investment capabilities or select third party partners.
Manage the full product lifecycle of the existing range of funds; analyse - and where appropriate adjust - pricing, positioning and operating models to ensure they remain market-leading products; merge or close products if needed.
Build strong relationships and collaborate effectively with the International Product team, key internal and external business partners.
Participate in the implementation of EU / UK regulation impacting State Street IM’s EMEA product range.

Job Requirements:

3-5 years of experience within ETF product development, design, or as a product strategist/investment strategist with demonstrable track record of delivering successful outcomes across asset classes
In-depth knowledge of the European regulatory landscape in relation to asset management and funds including MiFID, UCITS, AIFMD, BMR and SFDR
Knowledge in fixed income investing including investments, market landscape and client demand
Experience and knowledge across the elements of the product development process: research, strategy, structuring, launch co-ordination and product lifecycle management
Manage complex projects with stakeholders across multiple teams and geographies
Strong capabilities in researching and analysing market trends and intelligence to support product strategy and design including experience in using third party databases.
Ability to problem solve and identify / analyse issues, find viable alternatives and recommend solutions
Highly effective relationship-building with strong collaborative skills across all levels and teams within a global business
Ability to be persuasive and articulate in presenting complex ideas and issues to teams across the business in a clear and succinct way.
Excellent communication and teamwork skills
Advanced skills in Microsoft Excel, PowerPoint, Morningstar, Bloomberg, Factset, Lipper etc.

Across the world, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It’s also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

#li-hybrid

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Who we are looking for

The APAC ETF Capital Markets Specialist will oversee the secondary market and primary market activity with a goal of increasing the overall liquidity and asset gathering of the firm’s ETFs in the Asia Pacific region. Based in Singapore, the role will be part of the Global SPDR Business and of the Global Capital Markets team, reporting into the APAC Head of ETF Capital Markets. The APAC ETF Capital Markets Specialist will work in partnership with other teams, ultimately strengthening the Capital Markets capability across Asia Pacific by engaging with Authorized Participants, Market Makers, Exchanges and internal partners.

What you will be responsible for

ETF Capital Markets Oversight

Handle requests in a timely manner from ETF Traders & Sales Traders, Portfolio Sales Traders, Equity Derivative Sales Traders, Prime Brokers, Authorized Participants and Market Makers
Assist Regional and Global Relationship Management teams with account plans and day-to-day engagements with key Capital Markets partners. Including regional stock exchanges
Confirm accuracy of daily PCF files and other relevant data being disseminated to the market
Monitor the secondary market quality (spreads, trading volumes, premium/discount, depth) of the firm’s ETFs across several exchange venues in Asia Pacific (Hong Kong, Singapore, Japan and Australia)
Oversee the primary market activities of the firm’s ETFs to ensure smooth create-redeem process
Support the firm’s global Authorized Participant oversight program
Build, improve and produce trading, risk and liquidity reports with a heavy emphasis on data analysis

Internal Partnerships

Deliver risk excellence and support the business as a whole through internal and external relationship development
Collaborate with teams across State Street Investment Management and other State Street business divisions to maximize Broker Dealer and Exchange relationships
Facilitate an understanding of the APAC SPDR business and its strategy and priorities across key internal partners
Specific to the SPDR Business, you will work collaboratively with:
- Distribution
- Marketing
- Product Oversight

ETF Ecosystem Support

Assist the Distribution teams and clients with trading and liquidity related queries, including pre-and post-trade analysis, Due Diligence Questionnaires and pricing indications
Contribute to generate ETF Capital Markets thought leadership via white papers, marketing materials, or sales literature
Collaborate with internal partners (Product Oversight, Portfolio Management, Operations, Fund Management, Distribution, Legal) on ongoing initiatives and projects related to the Capital Markets Group
Work with and support the Global Capital Markets Group as required

Requirements

Bachelor degree of Finance, Economics, Engineering or similar field
2-5 years of experience in the financial services industry – trading, market making, risk management, ETF operations and support
Strong analytical skills with advanced Excel skills, VBA, PowerPoint, Word and Bloomberg
Programming languages (Python, BQNT, others) highly desirable
Reliable, rigorous and ability to operate and multi-task in a fast-paced trading environment
Excellent communication, organizational, and interpersonal skills
Excellent attention to detail, organized and structured work approach with an ability to prioritize
Strong ethics and integrity with a strong risk radar and dedicated approach to resolve issues
Ability to learn quickly and demonstrate industry and product knowledge
Ability to build relationships within our team, across our organization, and with our external partners
Professional curiosity to identify and drive improvements and opportunities with a willingness to get into the detail and frame the solution

Additional requirements

Strong understanding of the dynamics that drive capital markets, bond and equity trading
Knowledge of ETF mechanics – creation / redemption process, fees, ETF clearing and settlement operations, custody, securities lending
CFA or equivalent desirable but not required
Multiple Asian languages highly desirable

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Singapore, Singapore","addressCountry":"Singapore","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":11,"item":{"@type":"JobPosting","title":"Municipal Index Fixed Income Portfolio Manager","datePosted":"2025-08-26","description":"

Municipal Index Fixed Income Portfolio Manager

The Vanguard Municipal Index team plays a critical role in overseeing a suite of municipal bond index funds, contributing to Vanguard’s leadership in fixed income investing. This role will serve as a senior member of the team with portfolio management and analysis responsibilities for Vanguard’s growing suite of municipal index ETF’s.

Core Responsibilities:

Collaborate closely with the municipal index portfolio managers and traders to develop and implement investment strategies across Vanguard’s municipal index portfolios.
Lead the day-to-day management of several municipal bond index ETFs, including execution of trades in municipal securities and oversight of portfolio construction and rebalancing.
Cultivate and maintain strong relationships with external trading counterparties and internal business partners, such as credit research, investment risk, trading operations, Office of the General Counsel, and investment strategy.
Represent the Municipal Index team, funds, and strategies to internal and external stakeholders-including clients, industry conferences, and professional associations.
Partner with the investment technology team to develop innovative investment capabilities and tools that enhance portfolio management efficiency and insight.
Mentor and develop less tenured team members, fostering growth and deepening expertise within the Municipal Index team.

Qualifications:

Ten years of related work experience, including five years municipal bond fund, ETF or separately managed account portfolio management experience preferred.
Undergraduate degree in finance, economics, mathematics, or statistics or equivalent combination of training and experience preferred.
MBA and/or CFA preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

","hiringOrganization":{"@type":"Organization","name":"Vanguard","sameAs":"https://www.vanguard.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Malvern, PA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"VP/Director, Fixed Income Portfolio Manager","datePosted":"2025-09-01","description":"

About this role

About BlackRock CCB Wealth Management Limited

BlackRock’s purpose is to help more and more people experience financial well-being and the firm has a long history of investing in and serving investors in China. BlackRock aspires to become the leading global asset management firm operating in China and is committed to contributing to the long-term development of the local asset management industry. BlackRock CCB Wealth Management Limited (China WMC) – a Shanghai-based joint venture between BlackRock, China Construction Bank and Temasek – aims to deliver investment excellence by offering customer-centric, diversified and innovative wealth management products and solutions to help Chinese people secure a better financial future and retire with dignity.

Role Description

This role will be responsible for fixed income portfolio management and the corresponding sub-team leadership, requiring close collaboration with different functions or stakeholders. The successful candidate will leverage diverse investment tools (including but not limited to bonds, segregated accounts, and non-standard assets, etc.) to formulate investment strategies that achieve proper returns aligned with product risk, while ensuring effective risk control.

Key Responsibilities:

Manage fixed income portfolios for wealth management products based on investors’ risk appetite, macro policies, market changes, and other factors.
Lead the corresponding team within the strategic framework of the fixed income business, to develop and execute investment strategies; research and onboard new assets /instruments, and drive team initiatives.
Partner with product and sales team to support product strategy design and participate in sales roadshows.
Maintain overall portfolio compliance respecting to portfolio guidelines and organize the resolution of issues through cross-team collaboration.

Skills and Qualifications:

Postgraduate degree, CFA, and/or similar professional qualification preferred.
Minimum 10 years’ working experience in domestic or foreign asset management company, with at least 6 years’ portfolio management experience.
Prior experience in managing open-end/closed-end fixed income products in bank’s wealth management companies and expertise in direct bond investments and non-standard assets are highly preferred.
Overseas asset management experience is a plus.
Good knowledge and experience of the China bond markets, market practices, participants, and regulatory environment.
Strong process-oriented background including the introduction of controls & procedures. Able to demonstrate keen awareness of operational risk issues.
Excellent communication and presentation skills, and fluent in Mandarin and English.
Strong organizational and project management skills, with the ability to function effectively in an unstructured, fast-paced environment.
Strong work ethic and with the ability to work well under pressure as a team player.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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We are seeking a dynamic and strategic individual to head our Business and Technology Regulatory & Policy Change function. This role is critical in ensuring the wider State Street Investment Management business is forward-looking in its preparations to meet the evolving global regulatory landscape and changes in corporate policy requirements.

The successful candidate will lead a small team responsible for engaging with key stakeholders to understand, and monitor regulatory and policy developments and lead the business and technology impacts assessments to ensure alignment with our fiduciary and operational standards. Furthermore, you will also work with SMEs and stakeholders to ensure State Street Investment Management’s position and opinion is communicated in response to regulatory and policy consultations.

Key Responsibilities:

Regulatory Intelligence & Impact Analysis
- Work with key stakeholders to monitor and understand global regulatory developments across financial services, data governance, cybersecurity, and emerging technologies.
- Assess implications for business operations and technology infrastructure.

Change Management
- Support the execution of regulatory and policy driven change programs across business and State Street Investment Management technology domains.
- Collaborate with PMO, Legal, Compliance, Risk, and Technology teams to ensure timely and effective implementation.

Policy Governance & Alignment
- Oversee internal policy change governance to ensure alignment with corporate requirements and expectations.
- Lead State Street Investment Management’s engagement into the corporate policy change process to ensure the views and opinions of you and our SMEs are considered.

Stakeholder Engagement
- Serve as the key liaison with PMO, Legal, Compliance, Risk, Technology and business leaders through direct engagement and internal governance committees.
- In collaboration with other key functions, communicate complex regulatory and policy changes in a clear, actionable manner to senior leadership and operational teams.
Innovation & Risk Management
- Identify opportunities to leverage technology to enhance regulatory and policy change management.
- Proactively manage risks associated with regulatory change, including operational, reputational, and strategic risks.

Qualifications & Experience:

Proven experience (10+ years) in regulatory change, policy governance, or enterprise transformation within financial services.
Deep understanding of global regulatory frameworks (e.g., SEC, FCA, ESMA, MAS) and technology regulations (e.g., GDPR, DORA, AI Act).
Strong leadership and stakeholder management skills, with experience influencing senior executives and cross-functional teams.
Exceptional analytical, communication, project management and strategic planning capabilities.
Advanced degree in Law, Finance, Public Policy, or Technology preferred.

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

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dublin 2, Ireland","addressCountry":"Ireland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Contract Analyst, AVP - State Street Investment Management","datePosted":"2025-08-20","description":"Job Description

State Street Investment Management (SSIM) is seeking a motivated Contract Analyst with institutional client or legal experience, who can excel in a fast-paced environment while working cohesively with their core team. Are you that person?

As a Contract Analyst within SSIM Client Coverage Group, you will:

Accurately draft, manage and proactively lead the entire contracting process for all client agreements
Clearly communicate any contractual documentation changes and ensure their comments are fully reflected in the contract and requisite approvals are obtained
Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
Develop and maintain strong working relationships with all internal partners throughout the pre, mid and post contracting stages
Monitor the Team mailbox and ad-hoc queries management
Take ownership of deliverables to ensure service excellence.
Actively participate in research initiatives or projects that are requested by the business team, related to the contracting process
Look for continuous improvements, enhancing procedures and implementing them

To be successful, you will need to develop an understanding of SSIM investment and operational capabilities, service offerings, culture and vision in order to efficiently lead each stage of a contract's progression, from drafting a sample through negotiation and delivery of the final contract package. Due to complex and continually evolving client relationships and goals, the most successful Contract Analyst is agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines while developing a comprehensive working knowledge of the business and industry. You will also partner with your colleagues in other regions to ensure global consistency in our processes and to continuously improve the overall experience our clients have in working with SSIM.

This role is part of the Client Coverage Group and you will report to the Head of North America Client Onboarding and Contracting.

Why this role is important to us

The team you will be joining is a part of State Street Investement Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are looking for.

Experience and skills to help you succeed in this role:

A minimum of 7+ years of experience in the investment management industry, working with institutional clients is preferred and a legal background is a benefit
Ownership of the client contracting lifecycle, focusing on delivering a positive experience by meeting and exceeding expectations
Proficiency in navigating complex client relationships
Comprehension of SSIM capabilities and services to successfully complete contracts in a timely manner
Demonstrated analytical skills so as to provide thoughtful approaches to tasks
The ability to lead, prioritize and execute independently on multiple projects and initiatives simultaneously
A natural inclination to form and cultivate positive relationships with internal partners to encourage collaboration and positive contract outcomes
Outstanding attention to detail, extremely accurate and well organized
The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
Excellent verbal and written communication skills
A willingness to learn, collaborate and take on additional responsibilities
A positive, can-do attitude that motivates and inspires others

Salary Range:

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.

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"Contract Analyst, AVP - State Street Investment Management","datePosted":"2025-09-02","description":"Job Description

As a Contract Analyst within SSIM Client Coverage Group, you will:

Accurately draft, manage and proactively lead the entire contracting process for all client agreements
Clearly communicate any contractual documentation changes and ensure their comments are fully reflected in the contract and requisite approvals are obtained
Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
Develop and maintain strong working relationships with all internal partners throughout the pre, mid and post contracting stages
Monitor the Team mailbox and ad-hoc queries management
Take ownership of deliverables to ensure service excellence.
Actively participate in research initiatives or projects that are requested by the business team, related to the contracting process
Look for continuous improvements, enhancing procedures and implementing them

This role is part of the Client Coverage Group and you will report to the Head of North America Client Onboarding and Contracting.

Why this role is important to us

Join us if making your mark in the asset management industry from day one is a challenge you are looking for.

Experience and skills to help you succeed in this role:

A minimum of 7+ years of experience in the investment management industry, working with institutional clients is preferred and a legal background is a benefit
Ownership of the client contracting lifecycle, focusing on delivering a positive experience by meeting and exceeding expectations
Proficiency in navigating complex client relationships
Comprehension of SSIM capabilities and services to successfully complete contracts in a timely manner
Demonstrated analytical skills so as to provide thoughtful approaches to tasks
The ability to lead, prioritize and execute independently on multiple projects and initiatives simultaneously
A natural inclination to form and cultivate positive relationships with internal partners to encourage collaboration and positive contract outcomes
Outstanding attention to detail, extremely accurate and well organized
The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
Excellent verbal and written communication skills
A willingness to learn, collaborate and take on additional responsibilities
A positive, can-do attitude that motivates and inspires others

Salary Range:

$80,000 - $132,500 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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"CAM Relationship Manager, AVP - State Street Investment Management","datePosted":"2025-08-22","description":"

Charitable Asset Management group is celebrating its 40th anniversary in 2024. We oversee $3 Billion of charitable assets for over 200 non-profit clients. We are a leading provider of asset management, administration, and tax services for charitable planned giving programs. These programs provide individuals with a way to donate to a charity, receive income from that donation while they are alive, and then ultimately leave something for the charity upon their death or the death of their assigned successor beneficiary(s). This specialized group at SSGA provides all the resources needed for a nonprofit to build a successful planned gift program. This position would provide you with a rare opportunity to join a specialized investment and administrative unit within State Street Investment Management.

RESPONSIBILITIES:

You are responsible for running a book of non-profit clients for their planned giving program
You will handle new gifts, on-going administration, periodic reporting, terminations
You will work closely with the tax team, investment management team and account maintenance team to satisfy all clients’ needs
You will report to client’s investment committee meetings or fundraising and finance offices
You are responsible for all clients’ needs including communications directly with clients’ constituents
You will be familiar with and follow State Street IM’s corporate procedures on AML/KYC and other compliance requirements
You should be able to resolve client issues independently
You are responsible for timely, accurate gift processing, record keeping and special projects for client relationships
You maintain pending activity logs and well-organized account files detailing fees, agreements, and special reporting
You prepare and deliver monthly, quarterly, annual, and ad-hoc client reporting
You will be able to advise clients in in gift vehicles and trust instruments
You build enthusiastic, positive relationships with colleagues and clients
You will gain a keen understanding of the client’s mission, core business, structure, as well as their challenges
You will adhere to all Charitable Asset Management procedures and policies

REQUIREMENTS:

College degree and/or advanced training.
8 to 10 years of experience in non-profit organizations, with a strong preference in planned giving field.
Excellent attention to details and ability to multi-task in a fast-paced work environment
Knowledge of charitable trusts, charitable gift annuities and pooled income funds is a plus
Prior fundraising experience not required but recommended.
Excellent communication skills, strong social and team skills.
Strong computer, accounting, and service skills.
Some travel required, 20%

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Discover more at StateStreet.com/careers

Salary Range:

$80,000 - $132,500 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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"State Street Investment Management - Professional Development Program - 2026","datePosted":"2025-08-18","description":"

State Street Investment Management Investments PDP Job Description

Professional Development Program
State Street Investment Management Investments Professional Development Program (PDP) is a leadership rotational program designed to develop entry level employees within State Street Investment Management organization. The program has several focus areas, sponsored by key business lines and is designed to provide key learning and growth opportunities, along with a deeper understanding of State Street Investment Management’s business.

The program extends over 24 months and incorporates specific training, professional development, and rotational assignments across a variety of business areas including portfolio management, operations, strategy and investment research, and across multiple asset classes including fixed income, cash, equities, and asset allocation. Customized rotations are designed to provide hands-on experience in different roles and business activities to help program participants develop analytical skills and a comprehensive understanding of each business area and the overall asset management industry.

Successful program participants will be placed into permanent roles upon program completion where the collective knowledge, skills and experience gained through the program can be applied.

Program Highlights:

Two years: four, six-month rotational assignments across State Street Investment Management key business areas. Cross-functional rotational job assignments designed to accelerate the development of critical industry knowledge, skills, and experience
Executive mentoring and networking events
Access to training courses on financial markets and essential business skills
PDPs will benefit from not only structured PDP and corporate training but also hands on exposure
Upon successful completion of final projects, PDP will be offered positions in available, appropriate “officer level” roles

Qualifications:

Graduating in Dec 2025 or May 2026 (for July 2026 intake)
Strong interest in financial services; ability to work in a fast-paced, ever changing environment
Demonstrated experience with or interest in data and analytics preferred
Change management and innovative mindset, demonstrated problem solving ability
Enthusiasm for learning and commitment to career development
Versatility, adaptability and comfort with ambiguity
Ability to work independently while also adopting a collaborative approach to achieving results.

About State Street

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have 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 benefits. You will 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 genuinely 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:

$52,000 - $91,000 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.

Job Application Disclosure:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Structured Products PM, VPII - State Street Investment Management","datePosted":"2025-09-09","description":"

A structured products portfolio manager with multisector capabilities within the Global Active Fixed Income team responsible for asset allocation, security selection, active portfolio management and client engagement related to structured products and multisector/short duration portfolios.

The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

What you will be responsible for

Manage active ABS/ABF and multisector/short duration fixed income portfolios.
Contribute to asset allocation process including sector recommendations & quarterly market reviews.
ABS/ABF security selection and alpha generation across a range of fixed income strategies.
Engage with client facing teams to service existing clients and new business opportunities as needed.
Work with internal operating teams to ensure processes and systems are appropriate and improving.

What we value

ABS/ABF and multisector/short duration active portfolio management experience.
Proven ability to make sound/independent judgment within an asset allocation framework.
Acts independently within established investment policy guidelines.
Experience with risk budgeting and risk models.
Literacy to utilize effectively various portfolio analytics platforms.
Strong presentation skills.
Demonstrated ability to work in a team environment.
Successful performance track record.

Education & Preferred Qualifications

A Master’s degree in finance, economics, mathematics, or other business-related field of study and or a CFA are preferred.
5+ years of portfolio management experience.

About State Street

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$130,000 - $205,000 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.

Job Application Disclosure:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Gold Strategist, VP I - State Street Investment Management","datePosted":"2025-09-09","description":"

The Gold Research Strategist originates investment research, data analytics, competitive product positioning as part of a go-to-market strategy, and is active with direct in-person and virtual client engagements across various distribution channels for the Global Gold ETF Research team. The role is based in California but other locations in the Midwest or West Coast may be considered for the appropriate candidate. The Gold Strategist will demonstrate expertise on the dynamics that drive precious metals pricing and investment allocation themes: macro and fundamental drivers of gold, physical supply/demand, macroeconomic factors that influence the market including currencies, interest rates/Fed policy, growth, Asian and official sector demand trends, drivers of real asset allocations, etc. The right candidate will also be interested in understanding and enhancing business operations, ETF product enhancements, and helping the team gain market share and raise assets.

The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world, and the sole marketing agent and distributor of the largest gold/commodity ETF suite worldwide. We partner with many large sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in ETFs, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for.

As a Gold Research Strategist you will:

Regularly monitor and analyze the financial markets as well as the precious metals industry competitive landscape to provide research, thought leadership and perspectives on the use case for gold to clients and prospects.
Use strong investment merits to enhance the product positioning of State Street’s family of gold ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies – including implementation, models, and strategic allocations.
Use expertise and market views to lead input for gold marketing campaigns, messaging, and initiatives across various client segment audiences
Generate investment thought leadership for a wide breadth of investors with collaborative weekly, monthly, and thematic/bespoke materials.
Articulate in-depth investment processes and provide ongoing updates on gold product positioning opportunities, as well as work with product development teams to assist in any range management objectives, and with team leadership on go-to-market strategy.
Have regular client-facing opportunities to promote gold insights and drive net flows, including at events and conferences where applicable.

These skills will help you succeed in this role:

The ability to discuss fundamental, quantitative, and qualitative investment concepts related to gold, as well as have a considerable understanding of portfolio construction techniques for gold vis-à-vis crypto, bonds, and equities, and broader liquid alternatives.
A complete understanding of the benefits of the gold ETF structure and how it functions in the secondary and primary markets

Have an in-depth understanding of total portfolio construction investment theory, macroeconomic policy, and experience with strategic and tactical gold use cases

Knowledge of fundamental as well as quantitative investment techniques and an understanding of the use of derivatives in-and-out of the context of ETFs
Strong written and communications skills for frequent external and internal presentations.
The capacity to develop and sustain strong working partnerships with our marketing, product and investment teams

Education & Preferred Qualifications:

Minimum 7-10 years of investment, sell-side research, or ETF marketing/distribution experience.
CFA or CAIA, and/or Master’s degree strongly preferred
Current securities licenses (Series 7 and Series 63) preferred or the ability to quickly attain
Clean compliance and U4 record required
Knowledge of Bloomberg, Data Analytics, Salesforce
Knowledge of macro asset classes and portfolio construction
Critical understanding of financial theory and empirical research
In-depth knowledge of ETFs and competing investment vehicles
Excellent communication and written skills
Ability to work with and influence internal and external stakeholders
Track record of multi-tasking various commercial activities (client engagements, business operations)
Positive, collaborative attitude with a strong team orientation
Available for client-facing events and meetings

Additional requirements:

Travel of up to 25-50% may be required.

Are you the right candidate? Yes!

About State Street Investment Management

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.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Management

Salary Range:

$135,000 - $217,500 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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":20,"item":{"@type":"JobPosting","title":"APAC Channel Marketing Manager, State Street Investment Management - AVP","datePosted":"2025-08-05","description":"

Who we are looking for

We’re seeking a AVP, Channel Marketing Manager, Asia Pacific role to develop and help execute marketing programs that have a direct and measurable impact on driving the awareness, consideration, and purchase of our suite of SPDR Sector ETFs.

Reporting directly to the APAC Intermediary Marketing Manager, the ideal candidate will have experience leading multi-channel, integrated marketing campaigns including advertising, direct marketing, content, social media, virtual events, public relations, paid search, and web experience.

Why this role is important to us

This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insights into the direct retail, intermediary and institutional market segments. The role will collaborate with members of Direct Retail, Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence and other internal teams on marketing strategy and messaging alignment and leading marketing programs from conception to execution.

What you will be responsible for

As AVP, Channel Marketing Manager for SPDR Sector ETFs, you will:

Leverage data and business intelligence to create relevant, scalable and repeatable integrated marketing programs and key deliverables for the SPDR Sector ETF suite targeting direct retail, intermediary and institutional clients
Partner with stakeholders on product materials, product positioning, capabilities messaging, presentations, webinars, web presence and segmented communications to relevant audiences
Build and lead the marketing efforts for direct retail, intermediary and institutional investment themes where SPDR Sector ETFs solve a client need – manage all touch points to ensure consistency of messaging and voice
Development and updates to SPDR Sector ETF collateral, videos, web content, sales tools and educational materials for general or firm-specific needs
Measure and optimize marketing campaigns to ensure effectiveness against KPIs, target audience reach, and ultimately ROI
Manage the marketing budget for SPDR Sector ETFs against marketing plans
Collaborate with PR team to create earned media opportunities

What we value

These skills will help you succeed in this role

Strong verbal and written communication and interpersonal skills
Demonstrated ability to confidently interact with and influence stakeholders
Excellent relationship building skills
Ability to influence and collaborate to drive results
Strategic thinker, creative in approach
Understanding of CRM and reporting systems such as Salesforce, Adobe, Tableau and proficiency in PowerPoint and Excel
Strong project management skills, with the ability to multi-task and prioritize>
Fluency in English

Education & Preferred Qualifications

Minimum 10 years of relevant marketing experience; previous financial services or product marketing experience preferred
Familiarity with equity markets and sectors, portfolio construction principles, and the ETF structure
Experience and/or interest in the investing and financial services industry

About State Street

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Hong Kong, China","addressCountry":"China","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Management, VPI - State Street Investment Management","datePosted":"2025-08-12","description":"

Global Cash Management: Lead Repo Trader / Senior Portfolio Manager (VP) - Boston

We are currently looking to hire a talented and highly motivated candidate to join our Global Cash Management team. You will join our business in a dual role as Lead Repo Trader and Senior Portfolio Manager, responsible for the daily management and coordination of our US Repo trading activities as well as managing securities lending cash collateral accounts in our Boston location. It is a complex role, offering an opportunity to be a part of a core business unit within a fast-paced environment. We are looking for applicants with an undergraduate and/or graduate degree in business, economics, or finance, CFA designation is a plus, who have at least 10 years of relevant experience in Cash portfolio management. The ideal employee has excellent analytical skills; communicates ideas clearly and expertly, both verbally and in writing; is able to work in an unstructured environment under tight deadlines; enjoys working in a team environment; demonstrates integrity and inspires trust and confidence in others.

JOB SCOPE:

Responsibilities for Lead Repo Trader and Senior Portfolio Manager include, but are not limited to:

Dual role: Coordinate and trade multibillion-dollar repo activities for the US desk as well as manage securities lending cash portfolios based in Boston.
Specific responsibilities for leading and managing the USD repo book:
- Primarily coordinate and execute repo transactions, from overnight to term tenor, secured by traditional and alternative collateral types.
- Manage dealer relationships, regulatory bodies (FICC, FRBNY, SEC, Treasury), rating agencies, and various external participants.
- Meticulous management of legal documentation, collateral schedule, and fund guidelines with tri-party custodian, repo counterparties, internal governance (risk, compliance, and legal), and securities lending team, if applicable.
- Manage pricing, collateral haircuts, and collateral balances with dealers daily.
- Work with repo counterparties to onboard accounts for trading.
- Manage counterparty and collateral risk management.
- Provide funding costs and investment opportunities to portfolio managers and consider relative value versus rates/credit.
Ensure effective management of client portfolios in line with their respective investment objectives, guidelines and restrictions
Ensure that the cash strategy funds operate in compliance with internal and external regulations and procedures are followed.
Communicate regularly and clearly investment philosophy, process, and performance internally and externally.
Assist management with defining strategy and market opportunities, maintaining client relationships, business development and marketing.

MINIMUM REQUIREMENTS:

Bachelor in Banking/Business/Economics/Finance from a recognized university or college
Advanced Degree/CFA a plus
At least 10 years of meaningful working experience
Strong social and interpersonal skills
Able to work in a demanding environment and handle pressure
Meticulous, resourceful and critical individual
Proficient in Microsoft Office applications, Bloomberg

Across the world, institutional investors rely on us to help them handle risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It’s also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

About State Street Investment Management

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.

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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Actuarial Investment Strategist, VP II - State Street Investment Management","datePosted":"2025-08-21","description":"

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Our promise to maintain an environment where every employee feels valued and is given equal opportunities to meet their full potential regardless of their identity, origin or gender infuses our day-to-day efforts. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. Join us.

At State Street, our mission is to invest responsibly to enable economic prosperity and social progress. Our vision is to be a trusted partner to institutional investors and financial intermediaries.

In order to achieve this vision, our Investment Solutions Group will drive delivery of a robust mix of innovative solutions to our clients, while delivering a best-in-class service experience within a culture that values diversity, collaboration, and learning.

Who we are looking for

We are looking for an energetic professional to be an Actuarial Investment Strategist in our Outsourced Chief Investment Officer (OCIO) group. Based in Boston, the Actuarial Investment Strategist will serve in an investment advisory capacity for OCIO clients. The OCIO team is part of State Street Investment Management Investment Solutions Group (“ISG”), a global multi-asset class solutions team. This position reports to the Managing Director, Head of OCIO Investment Strategy – Investment Solutions Group.

You should have ability to analyze and oversee pension or related liabilities, quantitative and qualitative valuations, risk analysis, and link to client strategic asset allocation and total portfolio risk. Proven actuarial and defined benefit (DB) subject matter expertise to support various initiatives and services, including development of liability driven investing models, funded status updates, de-risking glide paths and other asset – liability management analytic services is required. In addition, the candidate will also lead the liability assessment, spending analysis and stochastic modeling for our VEBA, NDT, Endowment & Foundation and Healthcare client channels. You will work closely with senior OCIO investment strategists and relationship personnel to evaluate, design, and monitor liability-based solutions for institutional clients, incorporating capital market assumptions, asset class and liability characteristics, and funding policy into a clear-cut and executable program. Just as important, you will have the proven ability to listen, evaluate, and incorporate client objectives into the strategic asset allocation plan and communicate with internal and external partners on complex investment activities in a clear and concise way.

As a member of our Investment Strategist team, you will also collaborate with our manager research team (in public and private markets) in the portfolio construction design process. In a client facing capacity you will partner with our OCIO relationship managers and interface regularly with client investment committees and staff as part of the overall investment portfolio and performance review.

Responsibilities and Expectations:

Collaborate with client OCIO Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities
Consult with clients on funding and de-risking policies, liability driven asset allocation and de-risking glide-path development
Perform ALM for pension clients and spending analysis for not-for-profit clients
Help develop long term (5+ years) customized client strategic asset allocation plans
Participate actively in the preparation and presentation of client deliverables and new client opportunities
Assess and communicate impact of current legal and regulatory environment from an actuarial perspective, and potential considerations for plan sponsors.

Position Requirements:

ASA designation or progress towards is desirable. Knowledge of pension actuarial formulas, methods, stochastic forecasting and valuations preferred.
Knowledge and expertise with US defined benefit plan design, Asset Liability Modeling (ALM) studies, pension risk management and forecasting. UK and Canadian pension liability and actuarial modeling knowledge is also beneficial.
Experience working with Moody’s Analytics Pfaroe platform, DB and E&F modules, or comparable platforms is a plus.
Demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment
Highly organized, meets deadlines, with a strong attention to detail
Strong communication skills: verbal, written and presentation; ability to effectively communicate recommendations and rationale to internal parties and clients as well as demonstrated ability to influence outcomes
Build and maintain professional relationships with internal and external parties
Thrives in business building environment with changing priorities
Self-motivated individual with intellectual curiosity, high energy level, strong work ethic and demonstrated personal and professional integrity

Are you the right candidate? Yes!

About State Street Investment Management

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.

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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Management, VPI - State Street Investment Management","datePosted":"2025-09-02","description":"

Global Cash Management: Lead Repo Trader / Senior Portfolio Manager (VP) - Boston

JOB SCOPE:

Responsibilities for Lead Repo Trader and Senior Portfolio Manager include, but are not limited to:

Dual role: Coordinate and trade multibillion-dollar repo activities for the US desk as well as manage securities lending cash portfolios based in Boston.
Specific responsibilities for leading and managing the USD repo book:
- Primarily coordinate and execute repo transactions, from overnight to term tenor, secured by traditional and alternative collateral types.
- Manage dealer relationships, regulatory bodies (FICC, FRBNY, SEC, Treasury), rating agencies, and various external participants.
- Meticulous management of legal documentation, collateral schedule, and fund guidelines with tri-party custodian, repo counterparties, internal governance (risk, compliance, and legal), and securities lending team, if applicable.
- Manage pricing, collateral haircuts, and collateral balances with dealers daily.
- Work with repo counterparties to onboard accounts for trading.
- Manage counterparty and collateral risk management.
- Provide funding costs and investment opportunities to portfolio managers and consider relative value versus rates/credit.
Ensure effective management of client portfolios in line with their respective investment objectives, guidelines and restrictions
Ensure that the cash strategy funds operate in compliance with internal and external regulations and procedures are followed.
Communicate regularly and clearly investment philosophy, process, and performance internally and externally.
Assist management with defining strategy and market opportunities, maintaining client relationships, business development and marketing.

MINIMUM REQUIREMENTS:

Bachelor in Banking/Business/Economics/Finance from a recognized university or college
Advanced Degree/CFA a plus
At least 10 years of meaningful working experience
Strong social and interpersonal skills
Able to work in a demanding environment and handle pressure
Meticulous, resourceful and critical individual
Proficient in Microsoft Office applications, Bloomberg

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

About State Street Investment Management

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.

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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Innovation and Strategic Partners, State Street Investment Management, AVP","datePosted":"2025-09-02","description":"

Team Overview

State Street Investment Management is one of the world’s largest and most respected asset managers, entrusted with over $4.5 trillion in assets. For more than 30 years, we’ve helped shape the future of investing through a disciplined, research-driven approach and a powerful global platform that spans every major asset class, investment style, and market segment across both active and index strategies. As the investment management arm of State Street Corporation, a global financial services leader, we serve many of the world’s most sophisticated investors
Our Strategic Partnerships team sits at the intersection of innovation, influence, and execution. We are responsible for managing and expanding State Street’s most critical B2B relationships - those that drive growth, unlock new markets, and shape the future of our business. These partnerships are global in scope, multi-dimensional in structure, and strategically vital to our long-term success. They span across executive leadership, sales, marketing, product, and capital markets, and require a unique blend of strategic thinking and operational excellence.
The Strategic Partners team leads with trust, transparency, and a shared commitment to value creation. Our team designs and executes partnership plans that align strategic goals, deepen engagement, and deliver measurable outcomes for both State Street and our partners. Success is built on close collaboration with our partners and across internal stakeholders to ensure seamless implementation and sustained impact.
This role is a launchpad for a high-impact career in global asset management. You’ll work at the heart of a dynamic, cross-functional team, gain exposure to senior leadership, and help shape the future of our most important partnerships.
You’ll be based in our Boston office, and collaborating with our teams globally

Overview of Role

Lead the execution of strategic initiatives across high-impact partnerships
Coordinate stakeholder communications and facilitate partner engagements with senior leadership
Support project management and streamline internal processes to enhance efficiency
Develop and maintain global partner plans, including relationship management and strategic goal setting
Execute governance models, including executive-level engagements and recurring governance forums
Build strong internal networks across State Street to support a virtual team model
Serve as a central point of contact and escalation for assigned partnershipsSupport strategic partnerships with analytical analyses and reports
Collaborate across geographies and time zones, demonstrating adaptability in a global business environment

Ideal Candidate Profile

We’re seeking intellectually curious, relationship-driven individuals with a passion for asset management and strategic execution. You should bring:

A strong interest in building a long-term career in Asset Management
Familiarity with Exchange-Traded Funds (ETFs) and/or the broader asset management industry is preferred
Exceptional interpersonal and communication skills, both written and verbal
Analytical acumen and a structured approach to problem-solving
A collaborative mindset and the ability to influence across functions
Experience working across global teams
Expertise in Microsoft Office Suite including Teams, Excel, and PowerPoint
Working knowledge of Salesforce is a plus
A proactive, “can-do” attitude and a commitment to excellence

Why Join Us?

Be part of a high-growth business with $4 trilion+ asset manager
Gain exposure to senior leadership and strategic decision-making
Work in a collaborative, purpose-driven environment
Accelerate your career with mentorship, visibility, and impact

Are you the right candidate? Yes!

About State Street Investment Management

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.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Management

Salary Range:

$80,000 - $132,500 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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"US Equity Analyst, VP I - State Street Investment Management","datePosted":"2025-09-09","description":"

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!

About State Street Investment Management

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.

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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Stamford, Connecticut, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Global Head of Client Coverage, EVP - State Street Investment Management","datePosted":"2025-07-15","description":"

The Role

This role represents a unique opportunity to join one of the industry’s largest and best regarded global asset management firms. State Street Investment Management (“State Street IM”) is looking for a high-performing, inspirational leader that will develop and lead its client coverage organization, value proposition, and distribution partnership approach, shaping the function to drive the next phase of its growth.

The Head of Global Client Coverage will be the firm’s key partner to the CEO and Executive Team on prioritization, expansion, and future direction of State Street IM.

This leader will set the end-to-end strategy for the firm’s client business (intermediary and institutional) and bring to life the company’s investment solutions, insights, and partnership oriented brand. He/She will engage with key clients around the world and build a high performing team that creates trusted relationships with existing and potential clients, collaborates effectively within the firm, and achieves above industry rate of inflows and growth in net new revenues for

State Street IM.

The role reports to the President and CEO of State Street IM, and has direct leadership responsibility for a distribution team of approximately 600 colleagues around the world, responsibilities including:

Distribution Team Leadership:

Bring sales leadership and management expertise to develop a high performing client coverage organization to increase the firm’s relevance with the world’s investors, grow market share meaningfully and achieve the firm’s sales and financial goals

Engage in the development and articulation of strategic plans of State Street IM, and working in close coordination with the Chief Business Office and Investments organization, translate this strategy into actionable go-to-market plans
Develop and lead a strategic and next gen distribution partnership program around the world & identify and act on opportunities in new markets or market segments to grow the business
Build on State Street IM’s leadership position to provide differentiated solutions to investors
Facilitate shared understanding of the client coverage strategy and priorities across key stakeholders
Translate global strategy into action by aligning business activities to the vision and strategy of the regional organizations

Organizational Leadership:

Sit as a member of State Street IM’s most senior Operating Group Committee, helping set organisational strategy
Attend State Street enterprise-wide executive meetings to ensure the highest level of connectivity and contribute to the tactical priorities of the business
Lead collaboration across State Street Bank divisions to promote the franchise and create a strong outcome for the firm’s clients
Identify opportunities to partner with Investment Services and Global Markets divisions to develop and deliver \"One State Street\" solutions to clients
Lead initiatives designed to maintain the State Street IM and STT organizational culture and fiduciary mindset and improve employee engagement and experience

Foster behaviours that contribute to cultural traits of speaking up when there is an issue and group accountability; Promote a culture of continuous improvement; and ensure a control environment that supports a compliance and risk culture

Candidate Profile

The successful candidate will have a proven track record in growing businesses in the financial services industry in North America, with experience developing sales, relationship management, and client service strategies and driving execution with proven results. This professional will have prior experience serving as a senior leader at a large scale asset manager firm, developing and setting a revenue growth strategy, and inspiring and developing top talent.

What we value:

Executive presence to lead, inspire and motivate across different cultures and functional teams; demonstrated creativity, drive and ambition in leading an organization
A combination of focus and flexibility - this role is both highly strategic and facilitative
Talent to build, motivate and coach high-performing sales teams
Ability to build executive-level client relationships, including C-suite engagement, that result in mutually beneficial partnerships; as well as a proven ability to form and cultivate positive relationships with clients and internal colleagues
Strong technical ability and investment acumen
Successful experience setting, measuring, meeting and exceeding sales targets
Ability to use data and metrics to set and drive strategic objectives
Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures

Job Requirements and Minimum Qualifications

Minimum of 20 years of experience selling to and/or servicing intermediary and preferably institutional clients
Experience in a large-scale investment management organization at the C-Suite level, ideally with knowledge in sales management practices as well as index and ETF strategies
International experience in dealing with institutional and intermediary business’ around the world
Existing industry profile and relationships that can accelerate the success of sales initiatives
Track record of building complex solutions with and for clients, including active and multi-asset class strategies

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. And our wealth of development programs and educational support will help you reach your full potential.

Equal Opportunity Employer. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status,

and other characteristics protected by applicable law.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$300,000 - $412,500 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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"State Street Investment Management - Japan Intermediary Relationship Manager, VP I","datePosted":"2025-08-04","description":"

当ポジションは、世界最大級の資産運用会社の一つであるState Street Investment Managementにて、非上場ファンドおよび ETF を日本の金融機関および日本国内の仲介業者にご提案いただき、State Street Investment Management金融商品の売上に貢献いただきます。

ETF、オンショアおよびオフショアの非上場ファンドに関する優れた資産運用に関する知識があり、資産運用業界で 10 年以上の営業経験をお持ちの方を募集しております。

Who we are looking for

As a Relationship Manager within the State Street Investment Management (Japan) Intermediary team, your role is to achieve sales targets through ensuring our clients and prospects receive the most relevant solutions from State Street Investment Management that will help them achieve their goals. You are responsible for managing your own book of key client relationships, and being well-versed in State Street Investment Management’s culture and vision, investment philosophy and capabilities, service and operational offerings in order to effectively communicate each in a compelling way to the marketplace. You must also build strong relationships across the broader sales, operations, legal, compliance and other internal teams.
Why this role is important to us
The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
As an Intermediary Relationship Manager you will:
- Develop and grow the intermediary business to achieve sales targets and be responsible for identifying trends and opportunities for the future, playing a critical role in leading future product/solution driven largely by the requirements of clients.
- Maximize the sales of State Street Investment Management products while at the same time complying with State Street Investment Management (Japan) policies and ensuring compliance with regulatory conditions.
- Actively sell and promote the ITM funds and the ETFs of State Street Investment Management to Japan Financial Institutions and Intermediary clients within Japan
- Maintain and strengthen existing relationships with clients to ensure retention of business by providing high quality, timely, and insightful marketing activities.
- Create sales materials for new and existing products.
- Achieve meeting and activity targets that are logged and monitored in SalesForce.
- Build a strong corporate knowledge of State Street Investment Management and its products, influence product design based on direct client interaction and seek solution which best satisfy clients’ demand for new products and better services.
- Work closely with relevant internal stakeholders across the broader sales, operations, legal, compliance and other internal teams.
- Develop and maintain a strong local market industry knowledge, including competitor business models, activities, etc.
What we value
These skills will help you succeed in this role
- A proven track record of delivering against business objectives and sales target is vital.
- Entrepreneurship with a passion is a key to drive the business.
- Self-starter who has a proactive approach and strong client focus.
- Ability to collaborate and work effectively in a team environment.
- Demonstrated ability to plan, prioritize and coordinate effort to meet agreed deadlines.
- Good product knowledge and experience in distributing ETFs, onshore and offshore unlisted funds,
- Good industry standard knowledge and experience of developing sales materials.
- Well-developed sales/client servicing and client relationships background in keeping with Japanese client standards.
Education & Preferred Qualifications
- 10+ year experience in the asset management industry.
- Proficiency in both Japanese and English languages, and strong practical understanding of Japanese culture and business etiquette.
- Ability to gather and analyze data with excellent attention to detail.
- Ability to build relationships and dialogue within an international organization.
- Computer proficient using Word, PowerPoint, Excel, Outlook and other IT applications.
- Prefer to have JSDA type 1 licence. (Need to have JSDA type 1 license after joining the company)
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.
Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tokyo, Japan","addressCountry":"Japan","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"State Street Investment Management - Japan Intermediary Relationship Manager, VP I","datePosted":"2025-08-04","description":"

Who we are looking for

As a Relationship Manager within the State Street Investment Management (Japan) Intermediary team, your role is to achieve sales targets through ensuring our clients and prospects receive the most relevant solutions from State Street Investment Management that will help them achieve their goals. You are responsible for managing your own book of key client relationships, and being well-versed in State Street Investment Management’s culture and vision, investment philosophy and capabilities, service and operational offerings in order to effectively communicate each in a compelling way to the marketplace. You must also build strong relationships across the broader sales, operations, legal, compliance and other internal teams.
Why this role is important to us
The team you will be joining is a part of State Street Investment Management, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
As an Intermediary Relationship Manager you will:
- Develop and grow the intermediary business to achieve sales targets and be responsible for identifying trends and opportunities for the future, playing a critical role in leading future product/solution driven largely by the requirements of clients.
- Maximize the sales of State Street Investment Management products while at the same time complying with State Street Investment Management (Japan) policies and ensuring compliance with regulatory conditions.
- Actively sell and promote the ITM funds and the ETFs of State Street Investment Management to Japan Financial Institutions and Intermediary clients within Japan
- Maintain and strengthen existing relationships with clients to ensure retention of business by providing high quality, timely, and insightful marketing activities.
- Create sales materials for new and existing products.
- Achieve meeting and activity targets that are logged and monitored in SalesForce.
- Build a strong corporate knowledge of State Street Investment Management and its products, influence product design based on direct client interaction and seek solution which best satisfy clients’ demand for new products and better services.
- Work closely with relevant internal stakeholders across the broader sales, operations, legal, compliance and other internal teams.
- Develop and maintain a strong local market industry knowledge, including competitor business models, activities, etc.
What we value
These skills will help you succeed in this role
- A proven track record of delivering against business objectives and sales target is vital.
- Entrepreneurship with a passion is a key to drive the business.
- Self-starter who has a proactive approach and strong client focus.
- Ability to collaborate and work effectively in a team environment.
- Demonstrated ability to plan, prioritize and coordinate effort to meet agreed deadlines.
- Good product knowledge and experience in distributing ETFs, onshore and offshore unlisted funds,
- Good industry standard knowledge and experience of developing sales materials.
- Well-developed sales/client servicing and client relationships background in keeping with Japanese client standards.
Education & Preferred Qualifications
- 10+ year experience in the asset management industry.
- Proficiency in both Japanese and English languages, and strong practical understanding of Japanese culture and business etiquette.
- Ability to gather and analyze data with excellent attention to detail.
- Ability to build relationships and dialogue within an international organization.
- Computer proficient using Word, PowerPoint, Excel, Outlook and other IT applications.
- Prefer to have JSDA type 1 licence. (Need to have JSDA type 1 license after joining the company)
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.
Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Tokyo, Japan","addressCountry":"Japan","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":29,"item":{"@type":"JobPosting","title":"Fixed Income Portfolio Analyst- Team Lead- State Street Investment Management","datePosted":"2025-08-08","description":"

Who we are looking for:

We are seeking a Fixed Income Portfolio Strategy Analyst to join the Fixed Income Portfolio Strategist and Specialists Team in Bangalore. The Fixed Income Client Portfolio Managers (CPMs) and Specialists team has a deep expertise and understanding of fixed income markets and investment strategies, primarily working with institutional clients. We collaborate with multiple teams across the organization in order to commercialize our investment capabilities, that enable our clients and prospects to achieve their financial goals.

The CPM and Specialists team is a key link between portfolio management and sales and distribution teams and they provide vital support in positioning and commercializing our investment capabilities and servicing our clients. You will be part of a close-knit team focusing on the continued success and growth of our Indexed fixed income strategies across the Globe working on core sectors such as Treasuries as well as spread sectors like corporates and also systematic active fixed income capabilities.

Why this role is important to us:

State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with more than $4 trillion in assets under management and a heritage dating back over two centuries. Backed by the strength and stability of the State Street organization, SSGA makes continual investments in asset management and client servicing platforms, resulting in a client-focused, solutions-driven orientation.

What you will be responsible for:

Support the subject matter experts, specialists and Client portfolio managers (CPMs) for global accounts. Assist in creation of client portfolio review materials and new client pitches for various strategies.
Take ownership of reporting and analytical requests from Specialists, CPMs, client reporting, proposal management, sales and portfolio management teams.
Liaise across various teams including portfolio admin, risk and liquidity management to frame effective response to client queries, pitches and other requests. Ensure timely and accurate deliverables.
Gain in-depth understanding of indexing, enhanced and active investment processes in fixed income. Work closely with specialists and CPMs to assist and develop effective collateral for our investment products. Develop strong fixed income analytics competencies.
Work on in-depth competitor analysis, gaining insights into the entire competitive landscape for a strategy. Understand key metrics for benchmarking products vis-à-vis competition and understand key strengths and positioning of our offering.
Participate in Request for proposals and due diligence documents for the strategies and funds assigned.
Support senior team members in Thought Leadership articles related to our fixed income offering.
Strong communication and people skills to collaborate effectively within and outside the team with other analysts, specialists and CPMs. Ability to deliver accurately and work effectively in a time-constrained environment.

What we value:

Strong quantitative and analytical skills with the ability to analyze and evaluate data and present findings accordingly.
Effective PowerPoint and excel skills to create marketing collaterals.
Excellent writing skills required to write RFPs, market commentaries and thought leadership articles.
Curiosity with solid technical understanding of macroeconomics and fixed income markets

Additional requirements:

Highly motivated and ability to prioritize and operate effectively in fast paced environment.
Attention to detail and high degree of accuracy.
Solution oriented mind-set – we are here to solve problems.
Ability to develop relationships across the organization and to move the needle in order to get things done.

About State Street:

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.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bangalore, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Head of European Marketing State Street Investment Management, Managing Director","datePosted":"2025-08-19","description":"

Who we are looking for

Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges through solutions, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged professionals are essential to our success.

For nearly four decades State Street Investment Management has been committed to helping our clients and those who rely on them achieve financial security. We partner with many of the world's largest most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous investment process spanning both indexing and active disciplines. With trillions in assets our scale and global reach offer clients unique access to markets geographies and asset classes and enable us to deliver both thoughtful insights and creative solutions. State Street IM is the investment management arm of State Street Corporation.

Our commitment to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you.

We’re seeking a Head of European Marketing to drive growth and promote the firm’s brand across the region with intermediary, institutional and direct retail clients for State Street IM, the asset management business of State Street Corporation.

State Street IM’ is the fourth largest asset manager in the world with an innovative heritage having created many of the world’s first ETFs.

Reporting directly to the Chief Marketing Officer, the ideal candidate will be a visionary leader who is energized to develop multi-channel marketing strategies and campaigns to advance the firm’s business goals in the region.

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.

Why this role is important to us

The team you will be joining is a part of State Street IM, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

What you will be responsible for

As Head of European Marketing Managing Director you will

Marketing Strategy & Execution: Work closely with State Street IM’ Head of Europe and Heads of European Distribution to develop marketing strategies and approaches to enhance the firm’s brand and drive cross-business growth. The Head of European Marketing will serve as the marketing lead on a region-wide Executive Committee and will partner closely with marketing peers including the Global Head of Brand & Design, Global Head of Institutional Marketing and the Global Head of Communications & Content to deliver on this aspect of the role.
Intermediary Marketing Strategy & Execution: Develop the marketing strategy for the firm’s European Intermediary business, leveraging data and business intelligence in close partnership with the Head of European Intermediary Distribution. Accountable for clearly defining target audiences, objectives and the go-to-market strategy for the firm’s broad set of intermediary products including UCITS ETFs, US ETFs, cash, etc. Oversee the end-to-end execution and budget of all intermediary marketing campaigns and initiatives spanning the entire marketing funnel – awareness, consideration, lead generation, and delivering nurtured contacts to sales to drive business wins and new opportunities.
Marketing Leadership: As the most senior marketer in the region, the Head of European Marketing will be responsible for helping to drive employee engagement with a diverse group of 25 marketers with expertise in multiple disciplines including channel marketing, investment content, data & analytics, digital publishing, design, search, etc. The entire marketing team in the region will have a dual reporting relationship to the Head of European Marketing. This leader will be empowered to rally marketing resources across functions to deliver on priority business unit and firm-wide initiatives in region.
Marketing Metrics and Measurement of Success: Accountable for delivering a robust set of transparent marketing metrics such that the economic effectiveness of marketing initiatives can be assessed and evaluated in a timely manner.
Regulatory Responsibility: Accountable for ensuring compliance with all required marketing regulatory obligations in region.
External Stakeholder engagement: Accountable for coordinating regional marketing priorities and effectiveness to external groups like joint partnerships.
Client Experience: Partner with marketing team members to continuously improve the client experience and engagement across web, social, events, eDM, SEO/SEM, etc.
Marketing Budget: Manage a dedicated marketing budget aligned to specific business goals ensuring optimal allocation of resources.

What we value

These skills will help you succeed in this role

Talent Management – strong track record in recruiting, retaining and developing a high performing team across multiple geographies and disciplines
Executive Presence - Prior experience and success interacting with and influencing executive level / C-Suite leaders
Demonstrated ability to develop digital-first, omni-channel marketing campaigns, including optimization and measurement
Outstanding verbal and written communication skills
Effective team player with ability to drive initiatives independently
Proven ability to work across a matrixed organization
Data driven mindset ranging from understanding and identifying clients and prospects to measuring success of marketing initiatives
Ability to clearly define and improve client journeys across multiple digital touch points

Education & Preferred Qualifications

15 or more years of relevant marketing communications experience
Experience at another major asset manager highly desirable
Bachelor’s degree preferably with a major in marketing or communications; master’s degree preferred
Understanding of digital and reporting platforms such as Salesforce, Adobe, Tableau and proficiency in PowerPoint and Excel.
Financial services experience required along with a strong understanding of ETF distribution
<Any additional language is required?>

Are you the right candidate? Yes!

About State Street Investment Management

What We Do. As the asset management arm of State Street Corporation, State Street IM 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 IM 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.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Managements’

#LI-Hybrid

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As the Client Implementation Vice President, you will:

Lead a team that is responsible for planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions as well as:

Develop and drive strategy for managing client onboarding, change, and termination events.
Champion the maintenance, governance, and usage of internally generated reference data.
Identify and develop requirements for automation opportunities across the organization.
Oversee team, processes and tools needed for planning, coordination and execution of client related events
Assist in the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including:
- Client fundings for separate accounts and commingled funds
- Client mandate changes
- Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
- Client and Fund liquidations and terminations
- In-kind contributions and withdrawals
- Custodian and Recordkeeper changes
- Contractual review including comments and approvals

Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
- This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
- Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
- Make adjustments to plan and execution, depending on external needs and internal business policies and standards

Participate in or lead projects aimed at continually improving the firm’s overall business processes
Own, along with the Investment team, the process of implementing a client event from an investment perspective
Perform other employee related matters such as training, reviews, etc.

These skills will help you succeed in this role:

Minimum 15 years’ experience in the investment management field with specific focus on investment operations and investment experience
Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
Strong desire to continuously improve industry and investment knowledge
Strong project management skills
Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
Ability to build and maintain professional relationships with clients, internal teams, consultants' custodians and transition managers, and optimally interact with all levels of an organization
Ability to take a leadership role in the decision-making process and bringing parties to a consensus
Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
Consistent track record of successfully leading client events
Excellent written & verbal communications and presentation skills
Great leader with a positive attitude
Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred

About State Street Investment Management

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.

Company: State Street Investment Management

Salary Range:

$110,000 - $170,000 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.

Job Application Disclosure:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":32,"item":{"@type":"JobPosting","title":"Equity Analyst – Fundamental Value Equities, Officer - State Street Investment Management","datePosted":"2025-09-01","description":"

Equity Analyst – Fundamental Value Equities

Promoting a Culture of Excellence

We know our success hinges on attracting the best people to join us. Our people are our greatest asset: highly skilled, engaged and productive teams are essential to our success. We hire talented and diverse employees that are aligned with our dedication to help our clients, and those who rely on them, achieve financial security. We insist on, and reward, performance excellence.

We want to help you to build a fulfilling career, aiming to be the employer of choice by offering great compensation, development opportunities, and a work environment that promotes a diverse array of people, ideas and skills.

The Company

State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $xx trillion in assets. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to assist them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. We want to help our clients, and the millions of people who depend on them. To get this right, we are passionate about thoroughly understanding the specific needs of those we serve. We apply our experience and intellectual rigour across a broad toolkit to develop and lead thoughtful, targeted solutions aimed at ensuring their success.

The Team:

SSGA’s Dublin-based Fundamental Value Equity Team seeks to invest in undervalued equities through bottom-up, value-based stock selection grounded in rigorous fundamental analysis and a long-term investment horizon. The concentrated nature of our suite of global and regional portfolios ensures that our investments are active high-conviction positions focused on what we believe are our most compelling opportunities.

Role Summary/Purpose:

We are now seeking to recruit an Equity Analyst to join one of our six global sector-specific research units. You would be responsible for delivering excess returns through security selection in a global sector, adhering to an investment approach that is consistent with our long-standing investment philosophy. Additionally, part of the role will involve supporting the client portfolio and sales teams through helping to maintain marketing materials, client decks and other ad hoc deliverables as required.

Essential Responsibilities:

Meet with, analyze, model, and value the equity securities of global publicly listed corporations.
Engage with colleagues on the global sector team to run the global sector sleeve of our research portfolio.
Recommend investments for inclusion in our suite of concentrated regional and global strategies.
Contribute to a culture of continuous improvement with regard to our investment process and suite of investment models and tools
Support the client teams and PM’s in areas such as RFP’s, presentation production, commentaries and other regular ad hoc marketing related deliverables
Work closely with the Client Portfolio Manager for Active Fundamental Equity to organise updates with the EMEA sales teams on our products
Become a thoughtful and compelling advocate for our investment approach both internally and externally.

Basic Qualifications:

Bachelor's Degree, preferably in a business-related discipline
CFA, MBA or accounting qualification would be an advantage

Desired Characteristics:

Domain sector knowledge – most likely gained either as an analyst, or in a corporate strategy or strategic consulting role.
Excellent financial analysis and valuation skillset, with an ability to incorporate qualitative and quantitative analysis into research.
Capacity for differentiated thinking, and ability to challenge the status quo in order to drive optimal investment decisions
Strong teammate who is able to work collaboratively - excellent interpersonal and facilitation skills
Strong communication skills, including the ability to work well with people at all levels of the organization and develop/nurture external relationships.
Real passion for investing in companies and markets
Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment
You will be curious, highly organized, with a passion for detail and a strong work ethic
Demonstrated personal and professional integrity

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dublin 2, Ireland","addressCountry":"Ireland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"State Street Investment Management - Global Head of Fund Administration, Managing Director","datePosted":"2025-08-12","description":"

State Street Investment Management (State Street IM) is the fourth largest asset management firm globally. Global Funds Management is responsible for all treasury, fund administration, and reporting for our registered and unregistered funds globally. This includes valuation, board liaison and reporting, financial and regulatory reporting, taxation, expense accruals, service provider oversight, new product implementations and change management. This is a senior level management role within State Street Investment Management’s Global Funds Management unit. This role requires senior level executive interaction within State Street IM and State Street Corporation, as well as with Fund Boards of Directors, Auditors and other vendors. As such, exceptional interpersonal and communication skills are required. Candidates must demonstrate the ability to set clear goals and objectives and inspire teams to work towards a shared vision, be able to perform well under pressure, and model a continuous change mindset.

What you will be responsible for:

Comprehensive service delivery for Global Fund Management’s financial, regulatory, and board reporting and fund registration capabilities
Develop and implement a global approach to the formulation, oversight, governance, and maintenance of Accounting, Reporting, Fund Registration policies and procedures
Drive continuous improvement through the use of technology and by collaborating with cross-functional teams; provide expertise in best practices that is extensible to other functions across Global Funds Management, and the enterprise. Develop and employ operating and production models and rhythm that support global scale alongside regional-specific needs, nuances, and regulation and supports financially sound business practices
Proven familiarity with continuous improvement approaches (e.g., business process design, documentation, management, and optimization); organization design; and use of technology and digitization mediums including automation and workflow tools is essential
Contribute to the GFM strategy and its delivery as a member of the executive team
Providing requisite services and leadership for applicable Fund Boards and regulators
Participate in fund lifecycle process including review of proposals, structure and, staffing allocations, etc.
Building a high performing team of leaders capable of delivering on the needs of the future. Attract, develop, and organize talent in support of State Street IM’s client focus.
Leading external business partners to continuously enhance and improve the operating model for responsible functions
Working with local business leaders to understand emerging regulatory, business and product needs – translating their needs to development and delivery of solutions
Regularly reviews internal, regional partners experience with department’s performance and products. Works with Compliance, Legal, Product Development and other functional areas to accomplish department and firm objectives
Knows how to extend the Global Fund Administration and overall GFM strategies to support both global and local priorities, and to create effective resource alignment, resourcing, and utilization

These skills will help you succeed in this role

Strong problem solving and analytical skills. Ability to translate thoughts into action is required. This includes experience conceiving and leading programs and projects from planning (including resourcing) through execution. The Global Head of Fund Administration will know how to plan and execute with speed and agility. Familiarity with techniques to support speedy execution and continual delivery of business results is required
An ability to be a leader within their team, as well as be a leader amongst your peers
Strong communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills
Ability to communicate with various internal teams to resolve inquiries and understanding when to escalate
Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments and to work efficiently to meet client and stakeholder deliverables

Education & Preferred Qualifications

The ideal candidate for this role will be a seasoned investment operations professional possessing 15+ years of progressive accounting and/or financial service operations experience. He/she must be a highly skilled communicator with demonstrated ability to effectively engage stakeholders across all levels of sophistication, as well as have proven experience leading and motivating a geographically-dispersed team. Specific requirements include:
Substantial exposure and experience in a senior level role, preferably in the asset management / servicing industry and multinational firm
Proven experience supporting development of a vision through execution and day to day leadership of a dynamic, client-focused organization
Experience creating and executing effective change management, leading others through transformational change
Broad and deep understanding of technology (e.g., industry platforms, data tools, portals, workflow, automation), digital savvy, and experienced in surfacing technological/digital solutions to solve business issues
Proven experience leading, developing, and motivating professional level staff
Knowledge of business risk, sound working knowledge of robust operating procedures and control
Broad understanding of investment operations, thorough knowledge of institutional and retail businesses with asset management product lines, regulatory issues, systems, and support procedures and controls
Candidates must have a college degree (accounting degree strongly preferred; business, mathematics, finance or economics degree required)
Candidates must possess solid business unit management experience on complex fund structures.
CPA preferred.
Knowledge of global fund structures and regulatory requirements (i.e. exchange traded funds, mutual funds, collective investment trusts, private funds, registered in the U.S. EMEA and APAC

Are you the right candidate? Yes!

About State Street

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:

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:

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Shareholder Services and Real Estate Operations, State Street Investment Management, Senior Associate","datePosted":"2025-08-08","description":"

Functional Job Title: Senior Associate

Functional Team: State Street Investment Management (SS Investment Management) Europe Limited Shareholder Services and Real Estate Operations

Department/Division: Client Administration.

Reports to: Manager Shareholder Services

Direct Reports: None

Job Description

The team you will be joining is a part of SS Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles.

This role will involve working specifically within SS Investment Management Europe Limited Shareholder Services operations team supporting administration of Real Estate activity. You will act as the key contact point for the Portfolio Management team and will have oversight of a number of portfolios from an operational point of view. You will be expected to work with a high level of accuracy to deliver high quality support to the business each and every single day.

Primary Responsibilities include:

Processing payment expenses including ongoing reporting
Preparation of Vat returns
Recording, allocation and reconciliation of rent and other income for the property funds
Cash Forecasting, Exposure monitoring, Verification of Fund Valuations
Investigating and resolving queries from 3rd parties and Portfolio Managers
Apply understanding of complex internal structures and context surrounding information being processed to perform daily activities
Respond to and resolve complex issues on a case by case basis in a timely manner following established operating procedures
Participate in team projects as requested by management
Develop and implement new initiatives and assist with process re-engineering and system integrationsEnsure team is achieving accuracy and meeting pre-determined deadlines to meet internal and external standards
Maintain working knowledge of overall process operating model and assist with deployment of operational changes

Qualifications:

Bachelor’s degree in Business, Finance, or equivalent work experience
Minimum 3 years in financial services
Work experience or demonstrated ability for strong time management capabilities
Ability to work in a complex, global, fast-paced environment and deliver solid action-oriented results quickly in a Hybrid Work Environment
Team player able to work effectively at all levels of an organization
Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal)
Strong problem resolution and analytical skills

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

","hiringOrganization":{"@type":"Organization","name":"State Street","sameAs":"https://www.statestreet.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dublin 2, Ireland","addressCountry":"Ireland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":35,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-07-16","description":"

As a Vice President, you will play a leading role in the growth and development of our team, our intellectual property and business, manage and ensure successful delivery of engagements that tackle the most prominent development, policy, and business concerns. The role seeks a self-starter, motivated personality, excited to develop their skills and learn about different industries, companies and be involved in developing our economic modelling infrastructure with a keen eye on Business Developments with clients.

At Kroll, your work will help deliver clarity to our clients’ most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.

RESPONSIBILITIES:

Develop new and maintain existing intellectual property, including methodologies in both qualitative and data-driven analysis
Overall project leader who will manage the working team and client relationships, and ensure overall quality control to successfully deliver project outcomes
Business development responsibilities, including drafting of proposals, bringing new ideas to clients, and making presentations
Produce compelling thought leadership articles
Establish internal and external networks to drive new opportunities
Coach, develop, build and mentor junior members of the team

REQUIREMENTS:

Degree in Economics, Public policy from a reputable university with a strong academic track record. Master's degree is a plus but not a pre-requisite
Between 5-10 years of experience in economics or related fields and project management experience in a consulting firm
Expertise expertise in areas of economics such as economic impact analysis, computable general equilibrium modelling, econometrics, macroeconomics, cost-benefit analysis
Excellent strong problem-solving abilities
Demonstrate complex stakeholder management capabilities
Exceptional written and verbal communication

In order to be considered for a position, you must formally apply via careers.kroll.com.

Kroll is committed to equal opportunity and diversity, and recruits people based on merit.

#LI-DNI

","hiringOrganization":{"@type":"Organization","name":"Kroll","sameAs":"https://www.kroll.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sydney, New South Wales, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-07-15","description":"

\r\n General information\r\n

\n\n\n\n\n\n

\r\n Entity\r\n

\r\n About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) \r

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).\r
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.\r
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.\r
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.\r
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.\r

For more information, please visit www.ca-cib.com\r

Twitter: https://twitter.com/ca_cib \r
LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/ \r

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.\t \r\n \n\n

\r\n Reference\r\n

\r\n 2025-102021 \r\n \n\n

\r\n Update date\r\n

\r\n 15/07/2025\r\n \n

Job description

\r\n\tBusiness type\r\n

Types of Jobs - Others

\r\n\tJob title\r\n

Vice President - ITB-GTC Originator

\r\n\tContract type\r\n

Permanent Contract

\r\n\tExpected start date\r\n

20/10/2025

\r\n\tManagement position\r\n

\r\n\tJob summary\r\n

Summary of the position

International Trade and Transaction Banking (ITB) is one of the key financing activities of CACIB. The main goal of ITB is to support Corporate and Financial Institution clients in their day-to-day and working capital optimization needs.

ITB covers more than 40 geographies and has a dedicated set-up in India. ITB includes several product lines: Global Trade & Commodities, Cash Management and Export Finance.

Within ITB, Global Trade & Commodities provides short to medium term trade facilities and financing solutions to CACIB's clients in order to optimize their working capital requirements.

We are hiring an Originator to join the GTC India Team. He/She will be assisting the GTC Originators in the development of CACIB India portfolio. The position will have a focus on Receivables & Supply Chain Financing (“RSF”). The successful candidate will be involved in RSF origination activities across India (onshore market and GIFT City). He/She will be required to prepare pitches, attend client meetings, write call memos, conduct market research / due diligence, prepare internal and external proposals, assist with various presentations / reporting, support selected transaction execution.

We are looking for someone highly driven and detailed-oriented in all tasks. He/She has a curious mind, is proactive with a learning attitude and strong motivation to build a successful career in the banking sector.

The candidate should have existing working experience in Trade Finance / Receivables and Supply Chain Finance, strong knowledge of corporate banking and competencies in financial statement analysis. Excellent communication skills (written and oral) are required as well as strong organizational skills with the ability to manage multiple tasks and deadlines. The candidate must be a team player.

Main Responsibilities

•In charge of Marketing, Originating and Developing Receivables and Supply Chain Finance (RSF) activities for Credit Agricole CIB (CACIB) in India.

•Position based in Mumbai, responsible for originating, structuring and delivering RSF solutions for clients across India.
•To play a pivotal part of key contact person for Supply Chain Finance customers.

•Identifying prospects and making Joint Calls with Coverage and Senior GTC Sales Originators.

•Scope of deals can be both onshore (domestic rupee) and offshore deals for post shipment exports and imports.

•Coordination of Supply Chain and Trade Finance activities with the large international network of Credit Agricole CIB (> 55 countries) for outbound activities i.e. RSF business directed by India to other branches in the group.

•Achieve targets of RSF budget related to India.

•Providing expertise and technical support within CACIB for specific and large-size transactions including inventory financing.

•Working closely with RSF Products, legal, compliance and other internal stakeholder for deal execution.

\r\n\tSupplementary Information\r\n

•Drive distribution / syndication activities for large value trade finance (incl guarantees) and RSF deals.

•Prepares and submits Business Opportunity Memorandum to various Business Committees.

•Provide client and market feedback to improve our product offering and provide a superior client experience.

Product Scope:

Global Trade & Commodity Finance:

•Receivables and Supply Chain Finance (RSF) incl domestic factoring / reverse factoring, lease rental discounting, domestic supply chain finance using platform, and x-border forfaiting / reverse forfaiting deals.

•Syndication / distribution of RSF and other TF deals (LC’s / BG’s etc.) both on the sell and buy side.

Inventory Finance:

•Digitization and automation of products:

•Focus on adoption of our platforms by clients.

•Compliance with regulatory requirements.

Objectives:

Quantitative KPIs:

•Achieve the Budget numbers

•Drive conversion of RSF Pipeline

•Increase wallet penetration

•Ensure a reasonable ROI on the deals originated

•Cross-sell of multiple products to the client

Qualitative KPIs:

•Quality of solutions delivered to clients

•Client satisfaction

•Active participation to product line transversal projects (network effect)

•Compliance and management of client RWA and risk

Position location

\r\n\tGeographical area\r\n

Asia, India

\r\n\tCity\r\n

\r\n\tMUMBAI \r\n

Candidate criteria

\r\n\tMinimal education level\r\n

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

\r\n\tAcademic qualification / Speciality\r\n

\r\n\tLevel of minimal experience \r\n

11 years and more

\r\n\tExperience\r\n

•Has experience in Trade and Receivables / Supply Chain Finance structuring

•Has origination and sales experience in Supply Chain and/or Trade Finance

•Preferably prior experience in working capital analysis and advisory

•Prior experience working on large receivables and payable programs

\r\n\tRequired skills\r\n

•Ability to communicate comfortably with clarity

•Analytical spirit and synthesis capabilities

•Rigorous and organized

•Priorities and results driven

•Autonomy

•Commercial minded and relationship cultivated

•Capacity to co-operate and act transversally

\r\n\tTechnical skills required\r\n

•Proficient in RBI, FEMA, IEDMPS , IRDA and other regulatory matters

•Prior knowledge in inventory finance and lease rental discounting solution (preferred)

•Ability to analyze client’s financial statements and assess the impact of RSF solutions

•Awareness of different fintech platforms in the RSF space

\r\n\tLanguages\r\n

English

","hiringOrganization":{"@type":"Organization","name":"Crédit Agricole CIB","sameAs":"https://www.ca-cib.fr/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Asia, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":37,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-07-22","description":"Role Description:
Asia Client Asset Risk, Governance & Oversight:
Operations Risk & Control as a department performs various independent functions to ensure adequate controls are in place, through providing an integrated risk and control framework to govern, assess, mitigate and manage financial and operational risk in Operations. The Role focuses on Asia Governance, with the facilitation of regular committee meetings on behalf of senior management, content preparation & action tracking to closure. The role requires strong partnership across all divisions in the region, namely; Asia Branch Operations, Business Units, Technology and Legal & Compliance divisions to ensure that the regional client asset control framework is functioning appropriately and fulfilling its regulatory reporting requirements.
Complementing this, the role holder will have a mandate to perform assurance oversight of the legal entities that are regulated and have client money and asset permissions and entitlement. This will involve a close understanding of jurisdictional client asset rule requirements, partnering with Compliance officers and demonstrating guile to stand up effective controls testing and process understanding reviews.
In addition Morgan Stanley operates a Transformation and Automation First approach, the role holder will partner with technology to migrate critical client money activities from legacy architecture to Power Platforms. This is a key deliverable to the resilience and reduction in manual processing of regulatory activity.

Primary Responsibilities:
The team is looking to recruit a confident and experienced Vice President to support the requirements, objectives and expectations of Asia Client Asset Risk, Governance & Oversight. The broad reaching portfolio covers multiple products, regional regulatory requirements and global functions and will require confidence in multi-faceted process management, effective people management through informal teams, clarity in update to senior management and the ability to work effectively and accurately across multiple time zones and jurisdictions.

Given the focus on Client Money & Assets in the region and the rapidly developing environment, this role offers considerable scope and opportunity.

At the Vice President level, the role will be an Advanced Specialist reporting to the Global Head of Client Assets.

Other key deliverables may include responding to external and internal audit queries and exams and the provision of appropriate executive summaries and management information that feature in Governance submissions up to and including board level. Skills required (essential):
General:
- Clear and timely communication
- Accuracy and attention to detail
- Project/Change management skills to drive change and optimise controls
- Confidence in facing off with senior management across multiple stakeholder groups
- Ability to assimilate multiple sources of information and produce succinct, accurate summaries
- Collaboration - ability to work across operational divisions and boundaries
- Experience in Operational Risk and Governance
- A proficient understanding of the front to back flows across multiple investment banking business and operational lines

Control:
- Demonstrates a clear understanding of the businesses they support
- Understands what is important and prioritizes accordingly
- Ability to explain risk management and articulate their role in identifying and escalating risk issues
- Understands the importance of following defined procedures and completing the appropriate checklists
- Proactively escalates issues as they occur-
- Does not compromise control to comply with clients requests

Commercial:
- Demonstrates an understanding of stakeholder (internal & external) requirements
- Responds to stakeholder requests with accuracy and speed
- Takes personal responsibility for resolving stakeholder issues, is able to clearly escalate cause and resolution
- Demonstrates accountability for actions and errors
- Actively seeks opportunities / challenges broader than current scope of role
- Actively seeks out new opportunities for self-development and career development
- Develops a full understanding of team's performance metrics and how this can impact the wider business environment

People:
- Helps to create a positive work environment that builds trust, finds innovative ways to improve team work
- Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas
- Shows a willingness to help others in the team with tasks and issues
- Proactively ensures upward and peer communication of initiative, issues and successes
- Takes responsibility for their own personal goals and the delivery of the teams goals

Skills required (desired):
- Experience of dealing with complex regulatory issues
- Experience of partnering with external and internal audit
- Experience of three lines of defence operating model
- Experience of implementing system and automation improvements
- Proven experience in a CASS environment

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

","hiringOrganization":{"@type":"Organization","name":"Morgan Stanley","sameAs":"https://www.morganstanley.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"COMMERZ III, OBEROI GARDEN CITY, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-04","description":"

Job Description:

About us*

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Global Business Services

Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.

Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence, and innovation.

In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.

Process Overview*

Global Markets Business Finance & Control (BF&C) is a division of Global Banking & Markets (GBAM) Finance responsible for the production and independent validation of Global Markets' profit and loss and balance sheet. In this regard, BF&C will ensure, inter alia, that accounting policies are correctly and consistently applied, and that trading portfolios are appropriately valued.

The team prepares and reports P&L and balance sheet to the business and ensures the accuracy and integrity of the general ledger. We are responsible for daily service delivery and ensuring effective controls, transparent management information and becoming a center of excellence delivering process simplification and efficiencies. We work closely with front office, middle office, traders and valuation control teams to drive the control agenda across the business.

Job Description*

Global Markets Business Finance & Control (BF&C) seeks to provide a support service with particular focus on the relationship between trading risk positions and P&L components. We are looking to recruit an individual to work in the P&L production area covering the Global FX & Local Currency Trading (LCT) desks in EMEA/AMRS Region. The candidate’s main responsibility will be to produce and deliver the daily P&L to front office, providing a high standard of analysis and explanation around any issues faced and daily revenue drivers. The candidate will therefore have considerable interaction with the respective Front Office, Middle Office, and Finance and Trade Capture teams so good communication and time management skills are an essential requirement for this job.

Primary products covered will include foreign exchange, FX Options, FX Forwards, Fixed Income, Money markets, Rates.

Responsibilities*

Supervise Production and Reporting of daily P&L and balance sheet to Front Office & Senior Management.
Supervise Reconciliation of actual P&L with trader estimates and review flash/actual variance analysis.
Work closely with the trading desks on position, P&L or other issues on an ad-hoc basis.
Review Front-to-Back analysis & reconciliations of front office P&L and Balance Sheet to firm sub-ledgers,
Assist with execution of month-end controls ensuring management vs financial P&L variances are within thresholds.
Analyze traders’ risk positions and understand and apply the Greeks (Delta, Vega Gamma) vs daily market moves.
Control books, cost center and Business Units for line of business.
Supervise IPV, Valuation Control Activities, VA Computations
Liaise with various business partners such as Technology, Market Risk, Credit Risk, Operations and Finance to resolve issues / queries.
Develop, standardize & continuous improvement of existing processes & workflow.
Monitor Testing/UAT for existing or new systems.
Remediation of issues in an autonomous yet timely manner considering the principles of control and the need to mitigate operational risk.
Optimize Operational Excellence – act as innovator and change catalyst to drive process redesign and realize efficiency across the platform.
Partner with GBAM Finance LOB executives to evaluate current process design, identify opportunities for efficiency and drive adoption of agreed changes.
Manage team projects, direct group effort and day-to-day team activities.
Manage and drive risk disciplines and internal controls to deliver the best outcomes for our clients and shareholders.
Be pro-active and engage control partners/ technology to identify and mitigate operational risks.
Attract, retain, and grow talent.
Build a culture and process to identify, mitigate, and control operational risk.

Requirements*

Education*

Qualified Chartered Accountant/CPA /CFA / MBA from Tier I/II institute with relevant experience in Product Control or Global Markets environment and organization of similar scale with US GAAP, IFRS, IAS reporting framework with an interest and aptitude for derivative products

Certifications If Any

• CFA / FRM certified candidates would be preferred

• Advanced education and/or enhanced technical qualifications are a plus

Experience Range*

10 to 16 years with at least 8+ years’ experience in Global Markets

Foundational skills*

8+ years of Banking and Financial Services experience and held a finance leadership position in an international environment with extensive knowledge of working in a Global Markets.
Should have good understanding of financial markets, Derivatives & structured notes-their hedging, funding, credit risk etc.
The individual should have a proven track record of working and experience of managing teams of 10+ individuals having a pedigree of tier 1/ tier 2 institutions and possess a comprehensive expertise in strategic planning for flawless delivery.
Strong people management skills, including the ability to resolve people issues and motivate the team to deliver.
Line experience coupled with a demonstrated ability to lead technology-based change.
Proven experience of providing thought leadership to overcome challenges and lead without direct authority, excellent skills with an ability to manage the group of fast paced team supporting multiple business verticals.
Strong verbal and written communication skills, and the personal ability to collaborate, operate, and communicate effectively with a culturally diverse group of peers and colleagues.
Has the gravity to interact at all levels of management to support resolution of complex business issues.
Demonstrated ability to work in a globally matrixes and significantly multi-geography, multi-cultural offshore service delivery environment.
A convincing executive presence which conveys composure and confidence in all situations, the credibility and stature to carry stakeholders through influence rather than via the hierarchy.
Individual should have the resilience to handle internal pressures and conflicts in dealing with multiple stakeholders.

Desired skills

Alteryx / Python / Tableau knowledge would be an added advantage.
Must be proactive and be a highly motivated self-starter.
Effective communication skills with English proficiency
Demonstrated ability to work in a high-pressure environment.
Takes initiative and challenges existing processes and procedures in a proactive manner.
Strong team player
Ability to analyze issues independently and derive solutions.
Analytical skills
Inherent sense of principles of control through experience and sound judgment
Reliability

Work Timings*

11:00 AM IST to 21:00 PM IST

Job Location*

Gurugram/Hyderabad/Mumbai

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Job Title:

Vice President

Work Type:

Permanent

Location:

DLF Downtown - Gurgaon

It’s more than a career at NAB. It’s about more meaningful work, more global opportunities and more innovation beyond boundaries .

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth, you’ll be recognised and rewarded for your contribution in return. You’ll have our support to excel for our customers, deliver positive change for our communities and grow your career.

NAB has established NAB Innovation Centre India as a centre for operations and technology excellence to support NAB deliver faster, better, and more personalized experience to customers and colleagues.

At NAB India, we’re ramping-up and growing at a very fast pace. Our passionate leaders recruit and develop high performing people, empowering them to deliver exceptional outcomes to make a positive difference in the lives of our customers and our communities.

Your New Roel :

Creating code development practices and guidelines to enable microservices development at scale using industry best practice.
Work in an agile environment, attending stand-ups, retros, planning, showcases and other agile meetings and ceremonies.
Work closely with Release Train Engineers and Solution Engineers to determine platform requirements and priorities.
Resolve technical barriers and roadblocks impacting delivery teams.
Contribute to the improvement of the Design and Development capability; drive the maturation of Software Engineering as a valued discipline in the Technology Operating model.

What you will bring:

Experience in Solution design or architecture for minimum 8+ years mainly around Identity and authorisation space.
Experience in the Identity and Access Management space including relevant protocols and standards such as OAuth, OIDC, FAPI, SAML, LDAP etc.
Experience in banking domain and their integrations via services.
Strong technical expertise in enterprise database/directories (eg. RDBMS, Active Directory, Oracle Unified Directory, ForgeRock OpenDJ, Ping Directory Services, eTrust/CA Directory).
Strong technical expertise in enterprise security integration (eg. SSL, PKI, Key Management, Firewalls, Networking and routing, load balancing etc).
Have in-depth understanding of microservice architecture, API management and distributed systems concepts.
Devops capabilities, including the knowledge of testing automation, AWS/Azure cloud, APIs and microservices.
Have 3+ years of experience in any programming language preferred java, j2ee.
Having knowledge of enterprise arch and access control in general is good.

A diverse and inclusive workplace works better for everyone:

Our goal is to foster a culture that fills us with pride, rooted in trust and respect. NAB is committed to creating a positive and supportive environment where everyone is encouraged to embrace their true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It’s a huge part of what makes NAB such a special place to be.

More focus on you:

We’re committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities

Join NAB India:

This is your chance to join NAB India and along with your experience and expertise to help shape an innovation driven organisation that focuses on making a positive impact in the lives of its customers, colleagues and communities

To know more about us please click here

To know more about NAB Global Innovation Centres please click here

We’re on LinkedIn: NAB Innovation Centre India

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About this role

Company: BlackRock Financial Management, Inc.
Job Title: Vice President
Location: 50 Hudson Yards, New York, NY 10001

Job Duties: Lead the deployment of BlackRock intellectual property in complex enterprise level asset allocation and asset-liability management analysis. Leverage BlackRock’s proprietary capabilities, undertake stochastic, deterministic, and other statistical modelling to analyze investment outcomes, liabilities, accounting metrics, capital and other key insurance metrics. Work side-by-side with the broader Advisory team to assimilate client requirements, build close relationships with clients, and drive impactful and deployable asset allocation analysis. Direct the technological development of the Insurance Analytics team’s proprietary intellectual property. Use deep knowledge of BlackRock’s intellectual property architecture, leverage BlackRock’s extensive modelling platform and broader capabilities; design, build, and deploy leading edge insurance focused analytical capabilities. Engage closely with teams across BlackRock to ensure that Insurance Solutions infrastructure is aligned with and leverages what is available across the platform.

Qualifications: Bachelor’s degree (or foreign equivalent) in Information Technology, Mathematics, Engineering, Computer Science, Actuarial Science, Statistics, or a related quantitative field; and 6 years of progressive, post-baccalaureate experience in the job offered or in a related occupation. Requires 6 years of experience involving each of the following: 1. Quantitative modelling experience gained within an insurance company, asset manager, investment bank or consultancy. 2. Modern financial mathematics (e.g. bond mathematics, option pricing, hedging, stochastic processes, Monte Carlo simulation in real and risk neutral environment, interest-rate modelling) and portfolio construction analytics (e.g. mean-variance optimization with constraints). 3. Insurers’ portfolio construction considerations, including but not limited to ALM and asset allocation frameworks. 4. US and EMEA accounting and regulatory regimes under which insurers operate. 5. Demonstrable practical experience of model development in Python. 6. Asset-liability simulation model implementation and infrastructure development, maintenance and optimisation. 7. Portfolio construction and optimisation workflow and model design, implementation and maintenance.

To apply, please click “Apply” on this webpage.

\nFor New York, NY Only the salary range for this position is USD$182,500.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.\n

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"NY7 - 50 Hudson Yards, New York, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-15","description":"

About this role

Company: BlackRock Financial Management, Inc.

Job Title: Vice President

Location: 820 Ramona Street Palo Alto, CA 94301

Job Duties: Design, develop, and implement advanced AI and machine learning solutions to optimize investment strategies, mitigate risks, and enhance trading workflows. Leverage expertise in statistical analysis, quantitative modeling, and algorithm design to address complex challenges in financial applications. Collaborate with cross-functional teams to architect and maintain scalable, efficient machine learning pipelines. Analyze large datasets to extract actionable insights and support data-driven decision-making. Design, validate, and deploy predictive models and optimization algorithms to improve system performance and reliability. Stay at the forefront of advancements in AI, machine learning, and quantitative methods, integrating state-of-the-art techniques into solutions. Develop end-to-end solutions, ensuring seamless integration of machine learning models into production systems in collaboration with software engineering teams. Develop tools, libraries, and frameworks to streamline the deployment and management of AI solutions. Translate complex business requirements into technical solutions, collaborating with domain experts to align with organizational goals and objectives.

Qualifications: Master’s degree in Data Informatics, Data Science, Computer Science, Computer Engineering, Mathematics, or a related field and four (4) years of experience as an Associate, Data Science; Associate, Aladdin Product Group; Analyst, Aladdin Product Group; Programmer; or a related role. In the alternative, the employer will accept a Bachelor’s degree in Data Informatics, Computer Science, Computer Engineering, Mathematics, or a related field and six (6) years of experience as an Associate, Data Science; Associate, Aladdin Product Group; Analyst, Aladdin Product Group; Programmer; or a related role. Must have four (4) years of experience with: Data Science Frameworks including Supervised Learning, Clustering, Collaborative Filtering, Optimizations and Decision Models; Programming Languages including Python, JavaScript, SQL, Java, and Scala; Financing Models and Asset Valuations; AI Algorithms and Problem-solving; Data Storage including AWS, Azure, and Google Cloud; Advanced algorithm development; Investment strategy optimization; Trading workflow streamlining; Scalable machine learning pipeline design and implementation; Large dataset analysis; Predictive model development; Model testing and validation; Integration of quantitative models into production systems; Tool, library, and framework development for AI solutions; and Translating business requirements into quantitative models.

To apply, please click “Apply” on this webpage.

\nFor PL1 - 820 Ramona Street, Palo Alto, San Mateo Only the salary range for this position is USD$172,900.00 - USD$215,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.\n

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PL1 - 820 Ramona Street, Palo Alto, San Mateo, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":42,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-15","description":"

About this role

Company: BlackRock Financial Management, Inc.
Job Title: Vice President
Location: 725 Ponce De Leon Avenue NE Atlanta, GA 30306

Job Duties: Build web and backend component libraries, templates, and client-side applications that will be deployed across various platforms and environments. Design, develop and deploy APIs. Develop and manage backend server technologies. Optimize applications for performance and responsive design. Perform code reviews and work with teams on new technologies and techniques. Build applications that process large amounts of data but remain highly responsive, even in high-latency environments.

Qualifications: Master’s degree in Computer Science, Computer Engineering or a related field and three (3) years of experience as an Associate, Analyst or a related role. In the alternative, the employer will accept a Bachelor’s degree in Computer Science, Computer Engineering or a related field and five (5) years of experience as an Associate, Analyst or a related role. Must have three (3) years of experience with: Micro frontends and microservices; Full-stack development including web development, mobile development, middleware and backend development, and AI solution development; Web frameworks including Angular 2+, React, Java Spring, Springboot, Spring Integration Patterns, and Java Enterprise; Test frameworks including Cypress, Mocha, Jest, Karma, Junit, and Mockito; TypeScript, JavaScript, CSS, HTML5 (front end), Objective-C and Swift (mobile), and Python; Database Management using Sybase, noSQL, and SQLite; Analytics tools including PowerBI, Elastic Search, and Grafana; and API programming and integration using Graph API, RPC, Splunk.

To apply, please click “Apply” on this webpage.

\nFor Atlanta, GA Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.\n

Our hybrid work model

About BlackRock

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.","hiringOrganization":{"@type":"Organization","name":"BlackRock","sameAs":"https://www.blackrock.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"AT8 - 725 Ponce de Leon Ave NE, Atlanta, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-18","description":"

Job Title:

Vice President

Work Type:

Permanent

Location:

DLF Downtown - Gurgaon

It’s more than a career at NAB. It’s about more meaningful work, more global opportunities and more innovation beyond boundaries .

YOUR NEW ROLE•Experience in managing Ansible Playbooks with Ansible roles, Group variables and inventory files and copy & remove file on remote system using file module.•Expertise with configuration management automation tool Ansible and has worked on integration Ansible.•Experience in developing Ansible roles and Ansible playbook for the server configuration •Hands on experience on Ansible and Ansible tower as configuration management tool, to automate repetitive tasks, quickly deploys new installation for any new requirement•Implemented infrastructure automation through Ansible for auto provisioning, code deployment, software installation and configuration updates.•Experience in working with GIT to store the code and integrated it to Ansible tower to deploy in playbook.•Wrote several Ansible playbook for the automation that was defined through tasks using YAML format and run Ansible Scripts to provision servers•Experience with Linux, solaris and AIX to support for automation•Involved working on various aspect of infrastructure including server upgrade, Patching and Migration activity in Linux, Solaris and AIX

WHAT YOU WILL BRING

•Experience working in complex technology environments•Automation tools like Ansible play book•Unix shell scripting •Good idea about Unix environment.•Ansible playbook certification •Hands on experience with Unix•Tertiary education in Technology or related discipline

A diverse and inclusive workplace works better for everyone:

More focus on you:

Join NAB India:

To know more about us please click here

To know more about NAB Global Innovation Centres please click here

We’re on LinkedIn: NAB Innovation Centre India

","hiringOrganization":{"@type":"Organization","name":"NAB","sameAs":"https://www.nab.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"DLF Downtown - Gurgaon, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-20","description":"

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Specification:

India based role
Co-ordinate and manage Internal Audit engagements
Assist with all aspects of Risk and Controls including review end to end business process
Assist in the preparation of reports to the Board and Regulators on IA activities and effectiveness of internal controls
Support in the drafting of audit reports including writing clear and concise findings and recommendations and negotiating issue finalization with senior management
Help tracking the implementation of recommended processes designed to strengthen internal controls as well as risk mitigation measures
Complete ad hoc projects which may occur in business requirements
Assist with the successful provision of SSAE18 controls and the recording of these
Partake in the assessment of potential findings and the formulation of solutions to issues around internal controls

Skills Required:

6 years + Internal Audit / External Audit experience
Experience in Financial Services industry and specifically in Internal Audit
Strong analytical and critical thinking combined with the ability to make independent recommendations
Strong written and verbal communication skills
Knowledge of data mining and analytics
Strong IT/PC knowledge especially in Excel
Business acumen to allow to understand the business needs
Strong interpersonal and communication skills, for liaising with senior management
Flexible in work approach due to nature of the role to meet client deliverables
CIA /ACA qualification

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

","hiringOrganization":{"@type":"Organization","name":"Apex Group","sameAs":"https://www.apexgroup.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mumbai, Raiaskaran Tech Park, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-22","description":"About Aeris PartnersAeris Partners is a market-leading boutique investment bank that provides strategic M&A advisory services to best-in-class software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms spanning a range of high-growth vertical markets. Aeris leverages extensive technology domain expertise and an unparalleled commitment to delivering superior M&A outcomes on every transaction while maintaining a commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory assignments to date with transactions ranging from $200 million to $2 billion in enterprise value. Aeris is a registered broker-dealer and member of FINRA and SIPC.
We are seeking high calibre pre- and post-MBA Vice Presidents with exceptional leadership, communication, teamwork, client-facing, and analytical skills, and an unwavering passion for excellence. Vice Presidents work directly with Managing Directors during all facets of the M&A advisory transaction life cycle, including transaction development, transaction execution and transaction negotiation and strategy. Specific responsibilities include assisting with the preparation of market and operating analyses, information memoranda, marketing presentations, and financial and valuation analyses. Vice Presidents support Directors and Managing Directors during all phases of M&A execution, including supervising and developing Analysts, contributing to firm best practices and culture, and building industry relationships.","hiringOrganization":{"@type":"Organization","name":"Aeris Partners","sameAs":"https://www.aerispartners.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boston, MA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-22","description":"

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

For additional information please visit our website at www.oaktreecapital.com.

Scope and Responsibilities

Based in Downtown Los Angeles, Oaktree is seeking Vice President to work within the US Senior Loans Group.

The U.S. Senior Loan strategy launched in 2007 to capitalize on a backlog of bridge loans, focusing on broadly-syndicated, senior-secured, non-investment-grade debt—typically the most senior part of a borrower's capital structure. The strategy expanded with the Enhanced Income product in 2012 and a traditional CLO in 2014. U.S Senior Loans highlights a disciplined, bottom-up approach, using a proprietary credit-scoring system and stress testing to prioritize capital preservation and strong collateral coverage. The strategy mainly targets U.S. dollar-denominated, first-lien loans in North America, with selective exposure to Europe and other secured or unsecured debt when downside risk is limited.

The Vice President will participate in all transaction functions and portfolio management activities:

Preparing detailed financial modeling;
Performing quantitative and qualitative analysis;
Developing and maintaining business and industry due diligence;
Participating in deal structuring, legal documentation and negotiations; and
Monitoring the performance of existing portfolio investments.

Experience Required

5-9 years of direct relevant experience working with Senior Loans, CLOs, or High Yield Bonds.
Outstanding financial modeling and analytical skills.
Demonstrated competency in financial statement analysis, business valuation, accounting and finance.

Personal Attributes

Outstanding initiative and a strong work ethic.
Intellectual curiosity.
Excellent written and verbal communication skills.
Team-oriented with strong integrity and professionalism.

Education

A Bachelor’s degree with honors from a top university or college is preferred.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions, and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

","hiringOrganization":{"@type":"Organization","name":"Oaktree","sameAs":"https://www.oaktreecapital.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Los Angeles, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-21","description":"

Job Title:

Vice President

Work Type:

Permanent

Location:

DLF Downtown - Gurgaon

It’s more than a career at NAB. It’s about more meaningful work, more global opportunities and more innovation beyond boundaries .

A diverse and inclusive workplace works better for everyone:

More focus on you:

Join NAB India:

To know more about us please click here

To know more about NAB Global Innovation Centres please click here

We’re on LinkedIn: NAB Innovation Centre India

","hiringOrganization":{"@type":"Organization","name":"NAB","sameAs":"https://www.nab.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"DLF Downtown - Gurgaon, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":48,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-08-20","description":"

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

The incumbent is expected to effectively manage Standby LC & Commercial LC supporting other Units of Trade Service Operations and ensure the Sections satisfactorily fulfill its daily processing requirements consistent with the department's goals and SLAs. To assist the department in accomplishing its objectives, the incumbent is assigned the following Functions: (1) Workflow Management; (2) Quality Control and Customer Service; (3) Training; (4) Staff & Performance Management and (5) Provide Operational and
technical Support for all U.S. Offices/Branches. (6) Strong skills and knowledge of all aspects of Standby Letters of Credit and products such as Commodity LCs, Project Finance deals, CME, DPLOC, Fronting and Syndicated/Agent deals, knowledge of facilities and commitments, credit and reimbursement agreements and in-depth knowledge of SBLC draft reviews, industry practice and negotiation of wording to mitigate
operational, reputational and compliance risks. Ensure proper reconciliation of all GL accounts including posting of proper liability and fee accruals and timely collection and escalation on all aged and unreconciled items to the Management in timely manner.

Responsibilities:

Operational Governance: The role will also be responsible for overseeing Trade Services Operations, including working with Risk, Audit and Compliance. Requires the ability to identify and remediate gaps and recommend areas of improvement.

Workflow Management: Monitor the daily operations and ensure transactions are completed within prescribed time frame, RAs, Sight and usance payments, investigations and (b) reported discrepancies are resolved in accordance with established procedures. Verify and release L/C’s, amendments, payments, and sign negotiable instruments in accordance with: (a) prescribed time frames and (b) authorization limits established by the Executive Management. Prepare assigned Production/Operation Reports to the Management with data necessary for: (a) evaluating the section's productivity, efficiency, and quality and (b) reporting 'key' accomplishments and critical issues to Executive Management

Consultation on Trade Finance products/service: Perform Draft Review of all bilateral Standby LC’s and provide Trade Finance technical support and guidance to account officers, middle office, product teams and customers of all US Branches/Offices, ensuring that Standby L/C contents are complied with internal operating and compliance procedures, as well as industry practices from UCP and ISP98 perspectives. Join product teams and A/C officers on customer calls

Product Knowledge: Strong draft review knowledge, product developments and industry practice. Discuss and participate in Front Office/Legal Department’s discussion in closing of complicated Standby L/C deals. Expected to perform extensive customer and outside contact on structured L/Cs such as Syndicated L/Cs.

Customer Service: Ensure that all inquiries are properly documented, researched, tracked, and resolved, as per established procedures. Oversee aged transactions, providing the required information to Front Offices for the timely resolution of such pending items. Review Standby L/C Sections' procedures and controls and. ensure procedure manuals are current, reflecting changes of procedures, and alignment with governing Head Office guidelines. Participate in Best Project initiatives and encourage staff participations

Staff performance: Implement, monitor, and modify strategies for resolving identified 'performance gaps. Implement, monitor, and modify training program(s) designed to improve 'skill sets.' Ensure that staff members' performance appraisals: (a) accurately reflect toward the section’s documented objectives; (b) present an action plan' for improving performance; when required Identify, resolve and/or report any incidents that conflict with relevant bank policies

Qualifications:

Communication and analytical skills.
Knowledge of accounting and reconciliation of liabilities and fees.
Experience across Trade Products
College graduate or 10 Years Banking experience and expertise, hands on experience and knowledge of Trade Finance Products and International banking

The typical base pay range for this role is between $122K– $143K depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

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Job Title:

Vice President

Work Type:

Permanent

Location:

DLF Downtown - Gurgaon

It’s more than a career at NAB. It’s about more meaningful work, more global opportunities and more innovation beyond boundaries .

A diverse and inclusive workplace works better for everyone:

More focus on you:

Join NAB India:

To know more about us please click here

To know more about NAB Global Innovation Centres please click here

We’re on LinkedIn: NAB Innovation Centre India

","hiringOrganization":{"@type":"Organization","name":"NAB","sameAs":"https://www.nab.com.au/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"DLF Downtown - Gurgaon, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Vice President","datePosted":"2025-09-02","description":"

Job Title:

Vice President

Work Type:

Permanent

Location:

DLF Downtown - Gurgaon

It’s more than a career at NAB. It’s about more meaningful work, more global opportunities and more innovation beyond boundaries .

A diverse and inclusive workplace works better for everyone:

More focus on you:

Join NAB India:

To know more about us please click here

To know more about NAB Global Innovation Centres please click here

We’re on LinkedIn: NAB Innovation Centre India

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