Client Portfolio Manager - Systematic Equity, VP II - State Street Investment Management

Position Summary:

We are seeking a commercially minded, client facing investment professional to lead our Systematic Equity Client Portfolio Management (CPM) team in the US. Systematic Equity at State Street Investment Management spans the full spectrum of equity strategies, including index, smart beta, and active quantitative approaches. The CPM team includes investment professionals and subject matter experts who collaborate with Portfolio Management, Research and Sales to clearly articulate, support and grow our business.

This role will be based in Boston, MA. Client Portfolio Managers are forward-thinking, meticulous and knowledgeable individuals who are passionate about investment management and thrive in a team-oriented, collaborative environment. Successful CPMs are commercially driven and possess high-end interpersonal skills, executive presence, cultural awareness and strong communication (written and verbal) capabilities.

Why This Role Is Important: You will be joining State Street Investment Management, one of the world’s largest asset managers, serving governments, institutions, and financial advisors globally. With over four decades of experience and over USD 5 Trillion in assets under management, we offer one of the broadest selections of investment management across asset classes, risk profiles, regions, and styles. As pioneers in index investing, ETFs and active quant, we are constantly innovating new ways to invest. 

Job Description:

• This Boston-based, leadership position will be a member of the Investment organization and work closely with the Systematic Equity Chief Investment Officer and management team, as well as the Client Coverage Group.
• This role will be responsible for overseeing the 6 core functions of the CPM team:
• Develop overall positioning of the firm’s investment solutions i.e., act as the Brand Manager of the full systematic strategy capabilities
• Take overall accountability for ensuring the regional strategy set is ready for market in the target channels and geographies
• Represent the team’s solutions and capabilities in client meetings, internal trainings, investment meetings and other forums where strong investment expertise and executive presence is required
• Work proactively with the investments leadership team to address competitive challenges arising from performance, risk management, perceived quality gaps, etc.
• Develop product and business strategy around index retention, as well as ways to target new potential markets or clientele – includes supporting firmwide cross selling initiatives
• Support client engagement and business development needs through written communications (i.e., RFPs, marketing materials and other thought leadership pieces)

Specific to this role are the additional responsibilities of:

• Serve as a Systematic Equity subject matter expert across both third party index and proprietary offerings, which include factor-based investing and active quantitative themes, in addition to our core business of traditional beta exposures.
• Collaborate closely with US Investment and Distribution teams to develop sales strategies and supporting materials
• Coordinate communication and cooperation between Investment and Client focused units
• Understand and drive team wide understanding of market and industry dynamics, including the competitor landscape and its impact on our products and client engagement strategy. Be able to articulate these dynamics, with internal stakeholders and external clients.
• Partner with research, strategy and portfolio management to drive the team’s innovation agenda through a broad understanding of investment capabilities, client needs and competitor products.
• Meet with institutional and intermediary clients, prospects, and consultants to engage in detailed discussions about the firm’s Systematic Equity capabilities.
• Contribute to effective thematic and market oriented thought leadership
• Work closely with the Systematic Equity CPM team on current and prospective client deliverables, and serve as a mentor/ role model to junior team members.

Qualifications:

• 8+ years’ experience in investment strategy, portfolio management, product management, investment research or an equivalent role
• Advanced degree in Business or Finance and/or CFA designation preferred
• Previous experience of US investment fund structures would be an asset.
• Familiarity with financial software (e.g. FactSet, Bloomberg) and developed quantitative skills (ideally including AI and/or programming experience)
• Strong commercial mindset with a proven track record of successfully engaging with clients and prospects to develop and retain business
• Ability to influence colleagues and work collaboratively to support broader business goals
• Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation

Salary Range:

$135,000 - $217,500 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.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.