State Street

State Street

Posted via Workday

Portfolio Specialist, Fixed Income - Assistant Manager

Apply by Oct 30, 2026

Posted Sep 30, 2026

Role at a glance

Salary
Not Disclosed
Location
Bangalore, India
Employment
Full-time
Experience
Around 4-8 years of relevant investment experience

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Role Summary

AI-generated

This role serves as a fixed income subject matter expert, supporting client portfolio managers with portfolio analysis, reporting, and client-facing materials across indexed and systematically active fixed income strategies. It also contributes to business proposals, thought leadership, and client portfolio reviews.

What You'll Do

  • Analyze portfolio and benchmark data to produce performance, attribution, risk, sustainability, and climate-related insights.
  • Support portfolio reporting and identify trends, exposures, and drivers of portfolio outcomes.
  • Develop marketing collateral, competitor analysis, and contributions to thought leadership publications.
  • Support new business proposals and pitches, as well as portfolio-related requests from sales, relationship, and portfolio management teams.
  • Help prepare for and participate in client portfolio review meetings as a subject matter expert.
  • Collaborate with team members and client reporting teams on automation and standardized deliverables.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Extensive fixed income knowledge and intellectual curiosity, with strong analytical skills and advanced Microsoft Excel knowledge. Requires qualitative and quantitative insight generation, knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar, portfolio attribution, macroeconomics, capital markets, and the competitive landscape. Also seeks strong communication, attention to detail, problem-solving, multitasking, and collaborative skills.

Required

  • Around 4-8 years of relevant investment experience.
  • An advanced degree (MBA or similar) or strong global fixed income market exposure.
  • Strong data analytical skills and advanced knowledge of Microsoft Excel.
  • Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, and Morningstar.
  • Working knowledge of portfolio attribution techniques; proficiency in macroeconomics, capital markets, and the competitive landscape.
  • Strong written communication, attention to detail, accuracy, problem-solving, multitasking, and collaboration skills.

Preferred

  • Experience with institutional client relationships is a plus.
  • Master’s degree, CFA, or FRM is preferred, or progress towards one.
  • Knowledge of Python and databases is a plus.

Original job description

Content provided by the employer

Key Responsibilities

  • Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically. Have a strong understanding of indexed (passive) fixed income products within Global Agg, Corporates, EMD, cash, etc.
  • Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
  • Make use of understanding of portfolio construction and data analytical techniques  to derive meaningful portfolio performance, attribution insights and commentary on regular basis
  • Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
  • Contribute to thought leadership publications through idea generation as well as market data analysis
  • Leverage SQL and portfolio analytics tools to produce portfolio and benchmark comparison analysis across a range of financial, risk, sustainability, and climate-related metrics.
  • Support the delivery of high-quality portfolio reporting and data-driven insights, identifying key trends, exposures and drivers of portfolio outcomes.
  • Analyse datasets to evaluate portfolio positioning relative to benchmarks and contribute to investment, client and business reporting requirements.
  • Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
  • Help prepare and eventually participate in client portfolio review meetings as subject matter expert. 
  • Work seamlessly and collaborate with / mentor junior team members as necessary
  • Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency

Qualifications : Successful candidates will have a advanced degree (MBA or similar) degree or strong global fixed income market exposure and some combination of the following: 

Experience: Extensive knowledge of and intellectual curiosity in Fixed Income Around 4-8 years of relevant investment experience, Strong communication and partnership skills. Experience with institutional client relationships is a plus. Master’s degree/ CFA/ FRM is preferred, or progress towards 

Technical Skills: Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus. Mix of qualitative and quantitative skills with ability to derive meaningful insights from data. Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar Working knowledge of portfolio attribution techniques Proficient in macroeconomics, capital markets and the competitive landscape.

Fundamental Skills: Highly motivated and ability to multitask Attention to detail and high degree of accuracy,Problem solving: creative thinking and process improvements Strong written communication skills with the ability to develop client facing material Very comfortable working in a collaborative culture across a range of fixed income strategies  

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.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

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About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.