Investment Solutions Group -Investment Strategist (London) - Level 4

State Street UK
London, United Kingdom
Aug 24, 2017
Aug 26, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

Your role will be to develop, deliver and expand a range of portfolio solutions to our clients globally to help them achieve their investment outcomes and objectives. Your role will involve working with portfolio managers on real-life investments, client-facing teams on specific analyses, as well as with product development and marketing across our organisation.

Your role will include a review of current portfolios, defining appropriateness in meeting objectives, and making recommendations on improvements. This will include multi-asset class and asset-specific projects. You will need to draw on resources across the organization and academia, and add to this with your own research. Our work covers all global investment markets and our clients span a wide range, so this role requires a high level of creativity.

Key Responsibilities / Tasks:

Portfolio Analysis/Design

  • Interpretation of client objectives and determination of client's risk tolerance

  • Identifying and quantifying risks in client portfolio to ensure adequate compensation for risks taken

  • Forward looking analysis and historical simulations (incl. optimizations, monte carlo simulations and stress testing methodologies) to evaluate potential portfolio improvements

  • Ongoing work with investment teams to understand new products and concepts and how these products can fit into a broader portfolio solution

Client/Prospect Activities

  • Engage with clients in substantial conversations to make valuable improvements to their portfolio

  • Develop investment sections of publication, presentations and marketing material

  • Work with ISG colleagues, sales and other investment divisions to review the market place. Develop ideas to proactively bring to clients

  • Work to invent and improve products and strategies

Market Analysis and Research

  • Work collectively to analyze the broad market environment and how it impacts investors so that we can actively develop potential investment options

  • Build Thought Leadership to help improve SSGA's broad market positioning

Job Requirements:

Education and Experience

  • Experience in asset management. Knowledge in asset allocation and risk management. Around 7 years' experience

  • Experience interacting with institutional investors and investment consultants in EMEA

  • Master's Degree or above with exposure to some or all of the following disciplines: Finance, Economics, Statistics, and Mathematics. CFA designation, doctorate considered an advantage

Skills/ Knowledge

  • Excellent communication skills (written and presentation)

  • Genuine interest and deep understanding of financial markets and asset allocation techniques more broadly

  • Advanced skills in financial theories and applied investment solutions

  • Ability to build global networks and a strong team orientation

Other Skills

  • Strong Microsoft Word, PowerPoint and Excel skills

  • Programming skills (Visual Basic, Matlab)

  • Good knowledge of financial information software (Factset, Bloomberg)

  • Language: English

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