Index Business Strategist, VP III
State Street
Tableau
Client Portfolio Manager, Systematic Equity, VP II
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $135,000 - $217,500 per year
Job Level
Lead
About the role
- Develop overall positioning of the firm’s investment solutions
- Take overall accountability for ensuring the regional strategy set is ready for market
- Represent the team’s solutions and capabilities in client meetings
- Work proactively with the investments leadership team to address competitive challenges
- Develop product and business strategy around index retention
- Support client engagement and business development needs through written communications
- Serve as a Systematic Equity subject matter expert across both third party index and proprietary offerings
- Collaborate closely with US Investment and Distribution teams to develop sales strategies and supporting materials
- Coordinate communication and cooperation between Investment and Client focused units
- Understand and drive team-wide understanding of market and industry dynamics
- Partner with research, strategy and portfolio management to drive the team’s innovation agenda
- Meet with institutional and intermediary clients, prospects, and consultants
- Contribute to effective thematic and market-oriented thought leadership
Requirements
- 8+ years’ experience in investment strategy, portfolio management, product management, investment research or an equivalent role
- Advanced degree in Business or Finance and/or CFA designation preferred
- Previous experience of US investment fund structures would be an asset
- Familiarity with financial software (e.g. FactSet, Bloomberg) and developed quantitative skills (ideally including AI and/or programming experience)
- Strong commercial mindset with a proven track record of successfully engaging with clients and prospects to develop and retain business
- Ability to influence colleagues and work collaboratively to support broader business goals
- Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation
Benefits
- 401(k) with company match
- Insurance coverage including basic life, medical, dental, vision, long-term disability
- Paid-time off including vacation, sick leave, short term disability, family care responsibilities
- Access to Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategyportfolio managementproduct managementinvestment researchquantitative skillsAIprogramming
Soft skills
commercial mindsetclient engagementcollaborationinfluenceteam orientationwork ethicindependence
Certifications
CFAadvanced degree in Businessadvanced degree in Finance