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Type of Role: InvestmentsResearch

Experience Level: Managing Director/CIO

Location: Boston, Massachusetts

Salary: $225K - $338K

State Street Corporation is a global financial services and bank holding company headquartered at One Congress Street in Boston with operations worldwide. It is the second-oldest continually operating United States bank; its predecessor, Union Bank, was founded in 1792. State Street is ranked 15th on the list of largest banks in the United States by assets. It is one of the largest asset management companies in the world with US$3.9 trillion under management and US$43.3 trillion under custody and administration.

The Strategy and Research Team is responsible for providing critical macroeconomic, geopolitical and investment related data, analysis, insights and research to support investment decision-making and client engagement.  The Chief Investment Strategist will lead a team of economists, geopolitical analysts and multi-asset portfolio researchers who collaborate with the Global CIO and other senior investment professionals to develop high-conviction points of view on market-driving events and recommendations for clients to address their portfolio needs over time.

In addition, this team acts as a primary contact with other macro, strategy and research teams across State Street to collaborate on projects, stay abreast of developments and assess applicability for the SSGA teams and clients.

Key Responsibilities

This position will be a senior member of the Investment organization, reporting directly to the Global CIO, will work closely with the asset class CIOs and business Heads and will collaborate closely with the primary support functions, including marketing, compliance, legal and risk. Your role will include:

  • Collaborate closely with Investment and Distribution teams to develop high conviction thought leadership that drives value for our clients and reinforces our position as a critical investment partner
  • Meet with institutional and retail intermediary clients, prospects, and consultants to engage in detailed discussions regarding State Street’s investment capabilities and viewpoints
  • Develop critical inputs into the investment decision-making process, specifically with respect to macroeconomic and geopolitical events
  • Act as a primary interface to other State Street macroeconomic, research and markets activities to identify areas for amplification, collaboration and leverage
  • Develop the vision for the team, including being accountable for the overall effectiveness of the team in supporting the business objectives
  • Act as coordinator and primary content owner for marquis publications such as the firm’s Global Market Outlook, Investment Philosophy and Process and Quarterly Global Economic Outlook as well as other regular client-facing thought leadership pieces

Value Drivers

The successful team leader should possess strong investment expertise across a variety of investment disciplines, including macroeconomics, portfolio construction, investment research and analysis.  In addition, the leader will have high-end interpersonal skills, strong written and verbal communication capabilities, and understanding of the needs of investors across different channels and geographies.  The leader should inspire team members to show real passion for investment management and embrace teamwork.

Qualifications:

  • 15+ years’ experience in investment management, research or equivalent role in the asset management industry
  • Advanced degree in Business or Finance and/or CFA designation preferred
  • Strong project management skills and ability to manage complex projects to tight deadlines
  • Strong investment technical skills related to macroeconomic and geopolitical inputs to the investment process, along with an understanding of how to assess resulting portfolio risks and opportunities globally
  • Attentive to detail with an ability to look critically at a problem and proposed solutions
  • Ability to build, manage, develop and motivate a high-functioning, diverse team to deliver results
  • Ability to influence colleagues to support business goals
  • Strong commercial mindset and ability to breakdown barriers to achieve financial goals
  • Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation

Salary Range:

$225,000 – $337,500 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.