State Street Investment Management - Index Strategy Analyst - 2027 Summer Internship

About State Street Investment Management State Street Investment Management is a global leader in asset management, entrusted with over $5.9 trillion in assets, including over $5 trillion in passive (index) ETFs, Mutual Funds, and Institutional Strategies. As the world’s 3rd largest Index Manager, we manage index solutions across equities, fixed income, and multi‑asset portfolios for some of the world’s largest institutional investors, retirement plans, and financial intermediaries.

About the Index Strategy Team The Index Strategy team sits at the intersection of sales, investments, product, and business strategy. We are responsible for:

• Helping shape the strategic direction of State Street’s index business
• Analyzing market trends, competition, and client demand
• Supporting pricing, product positioning, and growth initiatives
• Partnering with investment teams and sales on large, complex client opportunities

Role Overview We are seeking a highly motivated Index Strategy Intern with a strong interest in financial markets, investing, and asset management. The intern will work closely with senior members of the Index Strategy team on real business and investment‑related projects, gaining insight into both the investment side of indexing and the commercial and strategic decision‑making that supports it.

Key Responsibilities Depending on the intern’s background and interests, responsibilities may include:

• Supporting market and competitive analysis related to index investing, ETFs, and institutional mandates
• Assisting with analysis of industry trends, asset flows, and product positioning
• Helping prepare internal presentations and materials for senior leadership and partner teams
• Supporting pricing, reporting, and business analytics initiatives
• Collaborating with investment, product, and sales teams on client‑related projects and RFP support
• Conducting ad‑hoc research on topics such as passive investing, market structure, and index construction

Ideal Candidate Qualifications & Profile We are looking for candidates who will demonstrate:

• A strong interest in finance, investing, and asset management, particularly passive or systematic strategies
• Enrollment in (or recent completion of) an undergraduate or graduate program in Finance, Economics, Business, Mathematics, Statistics, or a related field
• Intellectual curiosity and a desire to build a career in asset management
• Experience with Microsoft Powerpoint and Excel

Salary Range: $41,600 - $65,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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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