Investment and financial advisor at iAdvise Financial Services providing high - quality financial planning consultation. Collaborating with customers on investments and financial strategies in a dynamic team environment.
About the role
- Model Markets Analyst support growth of State Street Investment Management’s Model Portfolio business by delivering data-driven insights and analytical support. Collaborating with multiple teams to enhance model development and operational efficiency.
Responsibilities
- Partner with Markets Intelligence, Distribution, and internal stakeholders to develop data‑driven insights on client behavior, usage trends, and model portfolio adoption across platforms.
- Support performance attribution, usage trends, and client engagement metrics to help refine commercial and investment strategy.
- Leverage technology to help streamline process driven workflows.
- Provide analytical support for bespoke client requests, including portfolio analytics, model comparisons, scenario analysis, and exposure analysis.
- Evaluate external technology and data providers to assess fit, scalability, and impact on the model portfolio business.
- Support new product development by leveraging market data and client insights to inform new model ideas, enhancements, and positioning.
- Identify opportunities to integrate AI and advanced analytics into model portfolio reporting, analytics, and operational workflows.
- Collaborate cross‑functionally to streamline analytical processes and reduce operational friction across the model business.
Requirements
- Background in finance, data science, engineering, or a related field
- Experience in asset management, wealth management, or investment analytics preferred
- Progress toward CFA or other relevant certifications is a plus
- Strong analytical skill set with the ability to interpret and synthesize market, portfolio, and client data into actionable insights.
- Demonstrated interest or background in technology, data analytics, or quantitative analysis within asset management or wealth management.
- Innovative mindset with a desire to learn and evolve alongside a growing model portfolio platform.
- Strong work ethic and ownership mentality; comfortable operating in a fast‑growing and evolving business.
- Ability to collaborate effectively across investment, distribution, marketing, and technology teams.
- Clear communicator, able to translate complex analytics into practical insights for internal stakeholders.
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
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