ETF Model Portfolio Intern

Purpose Of Role:

The Program Development Specialist will be responsible for supporting the operational infrastructure, product management and sales effort of the State Street ETF Model Portfolio business.

Specific Duties:

• Platform Management: In conjunction with relationship managers ensure State Street Model Portfolios are accurately and fully represented on our client platforms.
• Marketing Collateral: In conjunction with partners in sales and product marketing, create and maintain industry leading collateral for our model portfolio offer
• Client Onboarding: manage internal requirements to onboard new model portfolio platforms
• Business Reporting: provide regular updates on the model portfolio business and sales results to senior management

Specific Qualifications / Skills:

• Communication skills, both verbal and written
• Highly organized, and a self starter
• Ability to use initiative, demonstrate flexibility and think creatively to solve problems
• Ability to prioritize workload and work to tight deadlines
• Ability to quickly master new technology systems and databases
• Absolute attention to detail and high degree of accuracy when working under pressure
• Commitment to further study and qualifications (preferably CFA or studying for CFA designation)
• Knowledge of Microsoft Excel, VBA, PowerPoint and Factset
• Ability to work effectively in a team, providing support as required
• Self-motivated
• Enthusiastic
• Self-reliant

Level Of Education:

• ·3 years of financial services experience
• CFA or progress towards

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