State Street India | Equity Research, Officer

Key responsibilities

• This Bangalore-based position sits within ISG’s Research team and reports to the Head of Strategic Portfolio Construction.
• The role operates at the intersection of the investment organisation: partnering with portfolio managers and DC strategists on one side, and with the broader research organisation on the other.
• The successful candidate will execute research projects that improve glide path construction, asset allocation frameworks and modelling infrastructure, while translating those results into materials that support client engagement.
• A current priority is building a custom glide path framework that is responsive to the demographic properties of individual participant pools.
• Drive the effort to re-envision our DC portfolio construction and modelling suite of models (PUMA TDF), including model design, validation, maintenance and infrastructure monitoring.
• Provide practical, hands-on support to portfolio managers in articulating client pitches, translating quantitative research into clear and defensible investment narratives.
• Maintain the suite of analytical tools required to support client pitches.
• Act as a quantitative resource for occasional data mining and ad hoc analysis on behalf of the strategy organisation.

Qualifications

• Strong written and oral communication skills are therefore critical, as is the ability to present both one’s own research and that of colleagues across internal and external forums.
• Advanced degree in Finance, Economics, Mathematics, Statistics or a related quantitative discipline.
• Experience with research and modelling in the context of multi-asset class portfolios; exposure to defined contribution, target date or long-horizon asset allocation research strongly preferred.
• Demonstrated capability in quantitative analysis — forecasting models, portfolio construction, scenario and risk analysis, and simulation across a range of advanced quantitative techniques.
• Strong quantitative modelling, analytical and programming skills (e.g., Python and/or R, SQL, Excel, VBA).
• Familiarity with financial software and data platforms (FactSet, Bloomberg, Reuters).
• Comfortable presenting research findings to investment and client-facing audiences, and able to represent the team’s research both internally and externally.
• Positive attitude, strong work ethic, and the ability to execute independently while working effectively within a globally distributed team.

State Street

State Street Corporation is a US financial services company headquartered in Boston, Massachusetts, with roots that go back to 1792. It is one of the world's largest custody banks and asset servicers: pension funds, mutual funds, insurers and other institutional investors rely on it for custody, fund accounting and fund administration, middle-office and data services, while its investment management arm, known for the SPDR exchange-traded funds, manages money for institutions and individuals.

In India, State Street works mainly through State Street Corporate Services Mumbai Private Limited, with offices in Bengaluru, Hyderabad, Mumbai, Pune, Chennai, Coimbatore, Gurugram, Noida and GIFT City. These teams serve State Street's global clients in fund accounting, NAV calculation, fund administration and financial reporting, reconciliations, transfer agency, regulatory reporting, risk and technology — work that suits B.Com, M.Com, CA, CMA, CFA and MBA (Finance) profiles.

• Industry: Financial services — custody, fund services and investment management
• Headquarters: Boston, Massachusetts, USA
• In India: Offices in Bengaluru, Hyderabad, Mumbai, Pune, Chennai, Coimbatore, Gurugram, Noida and GIFT City (Gandhinagar)