Client Portfolio Manager, Systematic Equity, VP II
State Street
Index Business Strategist, VP III
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $212,500 per year
Job Level
Lead
Tech Stack
Tableau
About the role
- Support development of a global Index business strategy, including competitive analysis and market positioning to identify targeted growth initiatives
- Conduct competitive analysis and monitor regulatory changes impacting index growth and resource allocation
- Support the creation of a centralized pricing philosophy and contribute to real-time pricing decisions
- Enhance reporting to senior leadership on pipeline activity, pricing metrics, and competitive dynamics
- Partner with sales and investment teams on RFPs and large mandate opportunities, acting as a strategic quarterback for large global opportunities
Requirements
- 10–15 years of experience in Asset Management, Consulting, or Financial Services
- Strong background in business strategy, indexing, analytics, and business development
- Deep understanding of the competitive landscape for index investment management
- Familiarity with key data providers such as Morningstar, eVestment, Pensions & Investments (P&I), and ISS
- Familiarity with business analytics platforms such as Power BI, Tableau, or Spotfire
- Experience building data-driven processes and working cross-functionally
- Ability to thrive in dynamic, deadline-driven environments
- Confidence and credibility to engage with senior leadership
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business strategyindexinganalyticsbusiness developmentcompetitive analysisdata-driven processes
Soft skills
ability to thrive in dynamic environmentsconfidencecredibilitycross-functional collaboration