Investment and Product Strategist, Portfolio Solutions, AVP

State Street Corporation
Boston, USA
Aug 22, 2021
Aug 24, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for
State Street Global Markets Portfolio Solutions group provides trading and exposure management solutions to institutional investors globally. Strategies cover a range of asset classes including equities, fixed income, FX, and exchange traded derivatives. The Portfolio Solutions Strategy Team operates across products and is dually responsible for client-facing strategy consulting and internal product development.

Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for
As Investment and Product Strategist Portfolio Solutions, AVP you will
  • Client Consulting; Understanding client investment challenges, performing quantitative and qualitative analysis, and presenting findings internally and to existing and prospective clients
  • Representing trading products as a subject matter expert
  • Supporting sales and business development initiatives across products
  • Assessing internal business operations (trading strategies, trading performance, technology, data management, marketing strategy, research) and developing solutions to enhance product positioning
  • Leading and contributing to strategic projects in partnership with other groups / businesses within State Street as well as external vendors, including ongoing evolution of our pre- and post-trade analytics

Education & Preferred Qualifications
  • Bachelor's degree in engineering, mathematics, economics, finance or similar
  • MBA, graduate degree in a quantitative discipline, or CFA designation preferred
  • 3+ years of experience in a consulting or analytical role
  • Strong verbal, written and interpersonal communication skills; ability to clearly articulate complex topics to clients and internal stakeholders
  • Experience with investment management and trading functions, preferably across multiple asset classes
  • Technically proficient and analytically-minded with modeling experience in Excel / VBA
  • Experience using Bloomberg and other market-data sources for analytical purposes
  • Expertise in Transaction Cost Analysis (TCA) preferred
  • Experience with programming languages, data visualization software, and database infrastructures a plus
  • Ability to work and problem solve independently under tight deadlines in a fast-paced trading environment
  • Self-motivated and pro-active in seeking out the next project to help the team
  • Willingness to travel up to 10% of the time
Additional requirements
  • Exposure to multiple teams and business lines within a large global organization.
  • Internal and external presentation opportunities, including strategy component of client proposals
  • In-depth understanding of multi-asset agency trading, exposure management, and currency hedging strategies
  • Insight into the trading life cycle including pre-trade, implementation, and post-trade aspects
  • Exposure to TCA including benchmarking and measurement of our trade execution performance

About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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.
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