ETF Portfolio Analytics Director, Vice President, State Street Investment Management

Description

The company's ETF Portfolio Analytics Director (Vice President) sits in the Global ETF Research team within the company Investment Management, a large asset manager serving governments, institutions and financial advisors worldwide.

You will build and deliver tailored portfolio analysis that shows clients how their portfolios are put together, where weaknesses may sit, and which investment solutions can meet specific goals.

The role blends portfolio diagnostics, asset allocation research, analytical tool building and client-specific investment work. It covers both the company's own funds and third-party funds, judged by the part each one plays in a wider portfolio.

Responsibilities

• Build custom portfolio analysis and construction insights for clients.
• Analyse strategic and tactical asset allocation across asset classes, regions, factors and styles.
• Find portfolio weak points such as concentration, hidden exposures, diversification gaps, drawdown sensitivity, liquidity issues and other risks.
• Assess how proprietary and third-party funds fit roles like core exposure, diversification, risk mitigation, income, liquidity management or targeted return enhancement.
• Create and maintain scalable analytical tools, methods and client-ready diagnostics.
• Lead, review and develop junior team members.

Requirements

• Work closely with ETF specialists, strategists, sales and other teams, and turn complex findings into clear, commercially relevant points.
• Work with marketing, product and investment teams on client engagement and business priorities.
• Move from whole-portfolio diagnosis to practical allocation decisions, explaining how holdings and exposures interact and how funds form a coherent solution.
• Build and deliver customized analyses for client portfolios, model portfolios and sales opportunities.
• Assess portfolio structure by asset class, region, sector, factor, currency, style and underlying holdings.
• Identify vulnerabilities including concentration, overlapping exposures, unintended factor tilts, diversification gaps, drawdown sensitivity, liquidity constraints and reliance on single market outcomes.
• Use scenario analysis, stress testing, risk decomposition, performance attribution and correlation analysis to explain portfolio behaviour.
• Produce the Portfolio Insights and Analysis output, covering construction, weaknesses, risks and ways to improve resilience.
• Evaluate allocation approaches against client objectives, horizons, risk tolerance, liquidity needs and constraints.
• Connect macroeconomic and market views with portfolio exposures and implementation options.
• Support repeatable frameworks and methodologies for common client use cases.
• Provide holdings, return, risk, exposure and characteristic data for client requests.
• Maintain and improve existing analytics tools, using in-house capabilities and third-party data or platforms.
• Build tools for both high-volume recurring analysis and bespoke work on major commercial opportunities.
• Act as subject matter expert for portfolio analytics, allocation and ETF content in RFPs and DDQs.
• Present findings concisely to technical and non-technical audiences.
• Set priorities across the team, balancing recurring work with bespoke client requests.
• Check outputs for method, accuracy, relevance and clarity, and make sure deliverables arrive accurately and on time.
• Strong quantitative, portfolio analysis and investment interpretation skills.
• Solid grasp of portfolio construction, allocation, diversification, risk decomposition, scenario analysis and performance drivers.
• Can separate material risks from less relevant observations.
• Can judge funds as portfolio building blocks and explain how different exposures suit different investor goals.
• Experience designing analytical frameworks, automating processes and building scalable tools.
• Meticulous, accurate under pressure, and able to meet tight deadlines.
• Clear written and verbal communication of technical analysis.
• Good knowledge of the global ETF and fund market, implementation choices and distribution channels.
• Advanced Microsoft Excel and PowerPoint; extracting insight from large, complex data sets is essential.
• Can coach less experienced colleagues and build their analytical skills.
• Collaborative, self-driven, curious and comfortable working independently.
• Bachelor's degree or equivalent is required; an advanced degree or relevant professional qualification is beneficial.
• 10+ years in a financial institution or finance-related industry, with substantial portfolio analytics, allocation, research or construction experience.
• Strong written and spoken English.
• Useful extras: Bloomberg, Morningstar, FactSet or similar platforms; ETF, mutual fund, model or multi-asset portfolio experience; programming or data handling for scalable analytics; AI or advanced automation experience; knowledge of investment risk, market structure, liquidity and implementation; awareness of current market and economic issues and their portfolio effects.

Conditions

Primary location is Poland; the minimum salary of zł282,000 per year applies there and may differ if the role is based elsewhere.

Pay is set by factors such as the role, work performed, skills, hours, initiative, length of service, availability and quantity and quality of work.

Employees may also be considered for discretionary annual performance awards.

The company is an equal opportunity employer; selection is based on objective, non-discriminatory criteria.

Benefits

• Permanent contract from the first day.
• Extra days off: a birthday day off and a day off for the 3rd and 5th work anniversaries.
• Gold medical package covering employees, partners and children.
• Premium life insurance and a private pension plan.
• Training across soft skills, technical topics and languages, plus development programmes.
• Paid time to volunteer for company initiatives, employee networks or causes you choose.
• A range of well-being programmes.
• Further benefits may depend on seniority.