Senior Portfolio Manager – Systematic Fixed Income, VP
A portfolio manager role on the systematic fixed income team at the asset management arm, running index-tracking bond portfolios and ETFs. The team manages a very large pool of global indexed exposures.
What you’d work on
Our reading of the posting: what a new hire in this role would most likely spend their first months on.
- Construct and rebalance index fixed income portfolios, including ETFs
- Keep portfolios within their risk targets and objectives
- Work with investment and operational risk teams on risk controls
- Follow government and inflation index exposures in the US and Canada
- Use technology to improve portfolio management processes
What they ask for
Required
- 5-10 years in the financial industry
- Familiarity with broad investment-grade indices, especially US and Canadian government and US inflation indices
- Fixed income market structure knowledge
- Client-facing skills
- Project management
- Education
- Graduate degree and/or CFA charterholder
- Experience
- 5-10 years in the financial industry
- Markets
- fixed-income
How to prepare
- Learn how bond index replication and sampling work
- Study duration, key-rate exposures and tracking error for bond portfolios
- Understand US Treasury and TIPS index mechanics
- Build a small optimiser that tracks a bond index under turnover limits
What to study
- Portfolio Theory and Quantitative Investment
- Fixed Income and Interest-Rate Models
- Financial Instruments, Markets and Conventions
- Market Microstructure and Execution
- Quantitative Risk Management
The Portfolio and Factor Quant roadmap sets out the stages for this kind of role, with free resources for each.
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Read the full posting on State Street’s site before applying: requirements, location and pay can change after we check them.
View the posting on State Street’s site ↗
SelfMadeQuant wrote this summary from the employer’s public posting, last checked 6 November 2026. SelfMadeQuant isn’t affiliated with State Street and doesn’t handle applications.