Investment Solutions Strategist, VP - State Street Investment Management

About State Street

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. Our promise to maintain an environment where every employee feels valued and has equal opportunities to reach their full potential, regardless of identity, origin, or gender, informs our day-to-day efforts. It is also part of our commitment to inclusion, development and engagement, and corporate social responsibility.

Who We Are Looking For

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).

Responsibilities And Expectations

• 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
• Cook up 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

Position 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