Talent.com
Client Portfolio Manager - Systematic Equity, VP II - State Street Investment Management
Client Portfolio Manager - Systematic Equity, VP II - State Street Investment ManagementState Street • Boston, MA, US
Client Portfolio Manager - Systematic Equity, VP II - State Street Investment Management

Client Portfolio Manager - Systematic Equity, VP II - State Street Investment Management

State Street • Boston, MA, US
8 days ago
Job type
  • Full-time
Job description

Investment Professional Role

We are seeking a commercially minded, client facing investment professional to lead our Systematic Equity Client Portfolio Management (CPM) team in the US. Systematic Equity at State Street Investment Management spans the full spectrum of equity strategies, including index, smart beta, and active quantitative approaches. The CPM team includes investment professionals and subject matter experts who collaborate with Portfolio Management, Research and Sales to clearly articulate, support and grow our business.

This role will be based in Boston, MA. Client Portfolio Managers are forward-thinking, meticulous and knowledgeable individuals who are passionate about investment management and thrive in a team-oriented, collaborative environment. Successful CPMs are commercially driven and possess high-end interpersonal skills, executive presence, cultural awareness and strong communication (written and verbal) capabilities.

Why This Role Is Important : You will be joining State Street Investment Management, one of the world's largest asset managers, serving governments, institutions, and financial advisors globally. With over four decades of experience and over USD 5 Trillion in assets under management, we offer one of the broadest selections of investment management across asset classes, risk profiles, regions, and styles. As pioneers in index investing, ETFs and active quant, we are constantly innovating new ways to invest.

Job Description :

  • This Boston-based, leadership position will be a member of the Investment organization and work closely with the Systematic Equity Chief Investment Officer and management team, as well as the Client Coverage Group.
  • This role will be responsible for overseeing the 6 core functions of the CPM team :
  • Develop overall positioning of the firm's investment solutions i.e., act as the Brand Manager of the full systematic strategy capabilities
  • Take overall accountability for ensuring the regional strategy set is ready for market in the target channels and geographies
  • Represent the team's solutions and capabilities in client meetings, internal trainings, investment meetings and other forums where strong investment expertise and executive presence is required
  • Work proactively with the investments leadership team to address competitive challenges arising from performance, risk management, perceived quality gaps, etc.
  • Develop product and business strategy around index retention, as well as ways to target new potential markets or clientele includes supporting firmwide cross selling initiatives
  • Support client engagement and business development needs through written communications (i.e., RFPs, marketing materials and other thought leadership pieces)

Specific to this role are the additional responsibilities of :

  • Serve as a Systematic Equity subject matter expert across both third party index and proprietary offerings, which include factor-based investing and active quantitative themes, in addition to our core business of traditional beta exposures.
  • 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, including the competitor landscape and its impact on our products and client engagement strategy. Be able to articulate these dynamics, with internal stakeholders and external clients.
  • Partner with research, strategy and portfolio management to drive the team's innovation agenda through a broad understanding of investment capabilities, client needs and competitor products.
  • Meet with institutional and intermediary clients, prospects, and consultants to engage in detailed discussions about the firm's Systematic Equity capabilities.
  • Contribute to effective thematic and market oriented thought leadership
  • Work closely with the Systematic Equity CPM team on current and prospective client deliverables, and serve as a mentor / role model to junior team members.
  • Qualifications :

  • 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
  • Salary Range : $135,000 - $217,500 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.

    Create a job alert for this search

    Vp Portfolio Manager • Boston, MA, US

    Related jobs
    Program Manager Client Pathways Transformation, VP III - State Street Investment Management

    Program Manager Client Pathways Transformation, VP III - State Street Investment Management

    State Street • Boston, MA, US
    Full-time
    Vice President, Program Manager.State Street Investment Management (IM), formerly known as State Street Global Advisors (SSGA), is undertaking a multi-year transformation program to modernize its f...Show more
    Last updated: 30+ days ago • Promoted
    SVP, Alternatives Institutional Portfolio Manager

    SVP, Alternatives Institutional Portfolio Manager

    Fidelity Investments • Boston, MA, United States
    Full-time
    SVP, Alternatives Institutional Portfolio Manager.SVP, Alternatives Institutional Portfolio Manager.SVP, Alternatives Institutional Portfolio Manager. The SVP Alternatives IPM will work closely with...Show more
    Last updated: 30+ days ago • Promoted
    Investment Director, Systematic Equity Strategies

    Investment Director, Systematic Equity Strategies

    Fidelity • Boston, MA, US
    Full-time
    The Systematic Equity Strategies (SES) team resides within Fidelity's broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new q...Show more
    Last updated: 2 days ago • Promoted
    Investment Director, Systematic Equity Strategies

    Investment Director, Systematic Equity Strategies

    Fidelity Investments Inc. • Boston, MA, United States
    Full-time
    The Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new q...Show more
    Last updated: 30+ days ago • Promoted
    AVP, Portfolio Management

    AVP, Portfolio Management

    Berkshire Residential Investments • Boston, MA, US
    Full-time
    Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams.W...Show more
    Last updated: 30+ days ago • Promoted
    SVP, Alternatives Institutional Portfolio Manager

    SVP, Alternatives Institutional Portfolio Manager

    AltsWire • Boston, MA, United States
    Full-time
    SVP, Alternatives Institutional Portfolio Manager • •Job Title : • • SVP, Alternatives Institutional Portfolio Manager • •Job Location : • • Boston, MA • •Job Description : • • • •The Role • • • •SVP, Alternatives Inst...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Blue Cross and Blue Shield of Massachusetts • Boston, MA, US
    Full-time
    This Portfolio Manager will be within the Enterprise Technology (ET) team of BlueCross BlueShield of Massachusetts and will report into our Office of the CIO. The Technology Portfolio Manager will m...Show more
    Last updated: 2 days ago • Promoted
    Portfolio Manager II

    Portfolio Manager II

    Rockland Trust • Peabody, MA, US
    Full-time
    The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small / mid-sized institutions. It is required that the candidate communicate and actively...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Rockland Trust • Hanover, MA, US
    Full-time
    Rockland Trust Company's fast growing Investment Management Group with approximately $9B in AUA has an exciting opportunity for the right motivated individual in our group.The position as a portfol...Show more
    Last updated: 30+ days ago • Promoted
    VP, Debt Portfolio Management

    VP, Debt Portfolio Management

    Berkshire Residential Investments • Boston, MA, US
    Full-time
    Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams.W...Show more
    Last updated: 30+ days ago • Promoted
    Client Portfolio Manager

    Client Portfolio Manager

    SCS Financial • Boston, MA, US
    Full-time
    SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team.The CPM will be an important liaison between the Investment Group, Investment Services, and Private Cli...Show more
    Last updated: 30+ days ago • Promoted
    Structured Products PM, VPII - State Street Investment Management

    Structured Products PM, VPII - State Street Investment Management

    State Street • Boston, MA, US
    Full-time
    Structured Products Portfolio Manager.A structured products portfolio manager with multisector capabilities within the Global Active Fixed Income team responsible for asset allocation, security sel...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Portfolio Manager II

    Business Banking Portfolio Manager II

    Make Your Move • Swampscott, MA, US
    Full-time
    Business Banking Portfolio Manager II.Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the comm...Show more
    Last updated: 30+ days ago • Promoted
    SVP, Alternatives Institutional Portfolio Manager

    SVP, Alternatives Institutional Portfolio Manager

    Fidelity • Boston, MA, US
    Full-time
    SVP, Alternatives Institutional Portfolio Manager.The SVP Alternatives IPM will work closely with Fidelity's private equity multi-strategy fund and direct real estate investment teams to support th...Show more
    Last updated: 2 days ago • Promoted
    Managed Assets Portfolio Manager II

    Managed Assets Portfolio Manager II

    Massachusetts Staffing • Boston, MA, US
    Full-time
    The Portfolio Manager II is to assist and work collaboratively within the Managed Assets department to reduce the risk profile of the classified commercial credits. Additionally, the Portfolio Manag...Show more
    Last updated: 1 day ago • Promoted
    Vice President, Portfolio Manager - Innovation / Tech ABL

    Vice President, Portfolio Manager - Innovation / Tech ABL

    Western Alliance Bancorporation • Boston, MA, United States
    Full-time
    Job Title : Vice President, Portfolio Manager - Innovation / Tech ABL.Location : CA - San Francisco, Spear.As Portfolio Manager III you will be responsible for analyzing, structuring, underwriting, and...Show more
    Last updated: 30+ days ago • Promoted
    Investment Director, Systematic Equity Strategies

    Investment Director, Systematic Equity Strategies

    Fidelity Investments • Boston, MA, United States
    Full-time
    The Systematic Equity Strategies (SES) team resides within Fidelity’s broader Quantitative Research and Investments (QRI) organization. QRI is responsible for the management and development of new q...Show more
    Last updated: 30+ days ago • Promoted
    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    Massachusetts Staffing • Boston, MA, US
    Full-time
    Enterprise Transformation Delivery.Engaged in the bank's most critical and strategic initiatives, leveraging modern delivery approaches. A results-oriented team of 30+ professionals, providing execu...Show more
    Last updated: 2 days ago • Promoted