Investment Solutions Strategist, VP

State Street

Investment Solutions Strategist advising not-for-profit institutional clients on asset allocation strategies. Collaborating with the Investment Strategist team to achieve client objectives in a fast-paced environment.

Posted 7/22/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesLead💰 $120,000 - $202,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing customized client strategic asset allocation plans and investment management within a multi-asset class framework. Strong ability to communicate capital market outlook and build professional relationships with stakeholders.

Highest-signal resume keywords

Investment Management ExperiencePortfolio Management ExperienceAsset Allocation KnowledgeStochastic Modeling FamiliarityStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Strategic Asset AllocationInvestment Accounting PrinciplesPerformance MeasurementAttribution AnalysisClient Reporting Accuracy

Soft Skills

Highly OrganizedDeadline-OrientedAttention to DetailRelationship Building

Tools & Technologies

Stochastic Modeling Platforms

Industry Keywords

Not-For-Profit ClientsPlanned Giving Clients

About the role

Key responsibilities & impact

Collaborate with OCIO and CAM Relationship Managers to address client strategic asset allocation issues
Develop long-term, customized client strategic asset allocation plans
Prepare and present client deliverables
Communicate capital market outlook and tactical positioning
Coordinate with operational support team to ensure accuracy of client reporting
Meet with prospective clients as part of commercial activities

Requirements

What you’ll need

Knowledge of and experience working with not-for-profit and planned giving clients
Investment management or portfolio management experience within a multi-asset class framework
Familiarity with asset allocation and stochastic modeling platforms
Understanding of investment accounting principles, performance measurement, and attribution
Highly organized, deadline-oriented, and attentive to detail
Strong verbal, written, and presentation communication skills
Ability to build and maintain professional relationships with internal and external stakeholders

Benefits

Comp & perks

Health insurance coverage including medical, dental, and vision
Retirement savings plan (401K) with company match
Paid time off including vacation and sick leave
Paid volunteer days
Incentive compensation including eligibility for annual performance-based awards
Flexible work-life support