Investment Solutions Strategist, VP - State Street Investment Management

About the Role

We are looking for an energetic professional to join our team of Investment Strategists in our Outsourced Chief Investment Officer (OCIO) business unit, which is part of State Street Investment Management's global, multi-asset Investment Solutions Group (ISG). As an Investment Strategist, you will serve in an investment advisory capacity for OCIO clients in the not-for-profit institutional channel, with a particular focus on planned giving and charitable asset management investment solutions clients. The position reports to the Head of OCIO Investment Strategy.

Responsibilities

• Collaborate with our OCIO and CAM Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities
• Help develop long-term, customized client strategic asset allocation plans
• Participate actively in the preparation and presentation of client deliverables
• Communicate our capital market outlook and tactical positioning
• Coordinate with our operational support team to ensure accuracy and quality control of client reporting deliverables
• Meet with prospective clients as part of our commercial go-to-market activities

Requirements

• Knowledge of and experience working with not-for-profit and planned giving clients, charitable gift annuities, and charitable remainder trusts
• Investment management or portfolio management experience within a multi-asset class framework
• Familiarity with asset allocation and stochastic modeling platforms and best practices
• Understanding of investment accounting principles, performance measurement, and attribution
• Demonstrated initiative and ability to work independently, with the aptitude to self-direct and set priorities in a fast-paced environment
• Highly organized, deadline-oriented, and attentive to detail
• Strong verbal, written, and presentation communication skills, with the ability to effectively communicate recommendations and rationale to internal stakeholders and clients and to influence outcomes
• Ability to build and maintain professional relationships with internal and external stakeholders
• Ability to thrive in a business-building environment with changing priorities
• Self-motivated individual with intellectual curiosity, a high energy level, a strong work ethic, and demonstrated personal and professional integrity

Pay

$120,000 - $202,500 Annual

Benefits

• 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