Full-Time

Client Portfolio Manager

Investment Solutions Group, Vice President I, State Street Global Advisors

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Senior, Expert

Company Historically Provides H1B Sponsorship

London, UK

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Finance & Banking
Required Skills
Bloomberg
Marketing
Business Strategy

You match the following State Street's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Minimum 10 years of experience with investments and client engagement
  • High-end interpersonal skills
  • Strong written and verbal communication capabilities
  • Passion for investment management
  • Teamwork orientation
  • Bachelor’s degree, with an advanced degree in Business or Finance and/or CFA designation preferred
  • Familiarity with financial software (eg FactSet, Bloomberg, Morningstar)
  • Developed quantitative skills
  • MS Office proficiency
  • Ability to travel significantly
Responsibilities
  • Serve as subject matter experts for ISG and its multi-asset investment capabilities
  • Help drive the multi-asset class/investment solutions business strategy with the goal to help grow the practice in EMEA
  • Contribute to the RFP/RFI process in partnership with the RFP team and other Subject Matter Experts
  • Represent the investment team and capabilities to a variety of institutional & wealth clients, prospects, and consultants
  • Drive the business strategy, positioning and marketing for ISG’s model portfolios with a focus on highlighting key points of differentiation
  • Drive the creation of high impact marketing materials in liaison with the broader ISG team
  • Participate in and contribute to ISG’s strategic and tactical asset allocation investment process with specific focus on model portfolios
Desired Qualifications
  • Experience with multi-asset portfolio construction, ETFs and model portfolios a plus
  • Positive attitude
  • Strong work ethic
  • Ability to execute independently yet also maintain a strong team orientation

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to leadership and diversity, promoting a culture that supports employee growth and inclusion.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1792

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing boosts State Street's asset management division.
  • Digital asset trends create new opportunities for State Street's custody services.
  • Passive investing growth allows State Street Global Advisors to expand ETF offerings.

What critics are saying

  • Increased competition from BlackRock and Vanguard threatens State Street's market share.
  • Interim CFO appointment may cause instability in financial leadership.
  • Investments in volatile biotech stocks expose State Street to financial risk.

What makes State Street unique

  • State Street excels in integrating ESG factors into investment strategies.
  • The company is a leader in secure digital asset custody services.
  • State Street leverages advanced data analytics to enhance financial services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Flexible Work Hours

Remote Work Options

Professional Development Budget

Tuition Reimbursement

Paid Holidays

Employee Referral Bonus