The Fixed Income Portfolio Strategist (PS) is a highly visible role within SSGA's Investment Organization focused on representing our extensive investment capabilities to clients and prospects across businesses in North America. In this capacity, the PS plays an integral role in articulating the investment team's core capabilities and value proposition, supporting the sales and client servicing effort and acting as a liaison with other critical teams within the Product and Marketing organizations to achieve our overall business objectives. In addition, the Team Leader is responsible for developing and managing a high performing team that can effectively coordinate thought leadership, positioning, collateral development, and other deliverables for the North American market, that help educate investors and promote SSGA's strategically important capabilities in the region.
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The Portfolio Strategist will work closely with our client-facing teams to identify opportunities that exist within the market that can be addressed through Fixed Income, Cash Management and Currency portfolio management capabilities, with an emphasis on indexing, liability driven investment (LDI), systematic and active strategies. In order to succeed, it is imperative that the Portfolio Strategist can develop and sustain strong working partnerships with our distribution, marketing, product and investment teams. In addition, the individual serves as a resource to offer perspective on their area of expertise and will have broad client-facing opportunities across various distribution channels. The PS must have strong communications skills for frequent external and internal presentations and must be able to clearly articulate investment processes and provide ongoing updates on product and strategy positioning, with an eye toward the market environment and competitive landscape.
This position requires a strong foundation, and demonstrated interest in fixed income investing. You will have related (10+ years) investment experience in investment management, preferably gained in an investment-related capacity such as portfolio management, product management or investment consulting. Experience with liability driven investment (LDI) strategies is highly desirable. A post-graduate or professional qualification (e.g. MBA or CFA) is preferred, though not required.
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.
The Role
The role is for a Fixed Income Portfolio Strategist, Vice President, leading our team of Fixed Income Portfolio Strategists in Boston and reporting functionally to the Global Head of Fixed Income Portfolio Strategists.
Primary Responsibilities
Drive the growth and positioning of the firm's extensive fixed income capabilities, primarily in the North American marketplace, and globally as required. This will involve partnering with investment teams, other portfolio strategists to understand our investment products, strategies and capabilities and then to assist the distribution team to position and commercialize these in the market.
As Fixed Income Portfolio Strategist, you will:
- Work collaboratively with distribution channels to identify opportunities to motivate consideration of our product sets and drive business results.
- Actively participate in key client and prospect meetings, focusing primarily on our index, LDI and new systematic strategies.
- Convey information pertaining to the product and related markets to both internal and external clients
- Client management and service focusing on sophisticated clients with high-touch non-standard service model and investment content
- Develop and manage a high performance team of other strategists and specialists
- Seen as credible alternative to senior portfolio managers and CIO/PM team
- Help drive strategy/product design in conjunction with research, portfolio management and product management teams.
Qualifications
- Minimum 7-10 years of investment experience; prior experience as a portfolio manager is a plus
- Knowledge of statistical packages, analytical platforms, Bloomberg, FactSet and Morningstar Direct
- Critical understanding of financial theory and empirical research.
- Ability to work with and influence internal and external stakeholders.
- Experience in understanding and helping Defined Benefits pension plans with their derisking journey
- Positive, collaborative attitude with a strong team orientation.
- Ability to articulate our investment process and about markets with conviction to sophisticated institutional clients and consultants
- Ambitious self-starter, able to perform in a team environment
- Business development, planning and implementation skills
- Experience in a similar role, academic qualification and/or professional designation essential
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Company: State Street Global Advisors
Salary Range:
$120,000 - $202,500 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.