Gold Strategist, VP I - State Street Investment Management

State Street•Sacramento, CA

About The Position

The Gold Research Strategist originates investment research, data analytics, competitive product positioning as part of a go-to-market strategy, and is active with direct in-person and virtual client engagements across various distribution channels for the Global Gold ETF Research team. The role is based in California but other locations in the Midwest or West Coast may be considered for the appropriate candidate. The Gold Strategist will demonstrate expertise on the dynamics that drive precious metals pricing and investment allocation themes: macro and fundamental drivers of gold, physical supply/demand, macroeconomic factors that influence the market including currencies, interest rates/Fed policy, growth, Asian and official sector demand trends, drivers of real asset allocations, etc. The right candidate will also be interested in understanding and enhancing business operations, ETF product enhancements, and helping the team gain market share and raise assets. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world, and the sole marketing agent and distributor of the largest gold/commodity ETF suite worldwide. We partner with many large sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in ETFs, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. As a Gold Research Strategist, you will: Regularly monitor and analyze the financial markets as well as the precious metals industry competitive landscape to provide research, thought leadership and perspectives on the use case for gold to clients and prospects. Use strong investment merits to enhance the product positioning of State Street’s family of gold ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies – including implementation, models, and strategic allocations. Use expertise and market views to lead input for gold marketing campaigns, messaging, and initiatives across various client segment audiences Generate investment thought leadership for a wide breadth of investors with collaborative weekly, monthly, and thematic/bespoke materials. Articulate in-depth investment processes and provide ongoing updates on gold product positioning opportunities, as well as work with product development teams to assist in any range management objectives, and with team leadership on go-to-market strategy. Have regular client-facing opportunities to promote gold insights and drive net flows, including at events and conferences where applicable.

Requirements

The ability to discuss fundamental, quantitative, and qualitative investment concepts related to gold, as well as have a considerable understanding of portfolio construction techniques for gold vis-à-vis crypto, bonds, and equities, and broader liquid alternatives.
A complete understanding of the benefits of the gold ETF structure and how it functions in the secondary and primary markets
Have an in-depth understanding of total portfolio construction investment theory, macroeconomic policy, and experience with strategic and tactical gold use cases
Knowledge of fundamental as well as quantitative investment techniques and an understanding of the use of derivatives in-and-out of the context of ETFs
Strong written and communications skills for frequent external and internal presentations.
The capacity to develop and sustain strong working partnerships with our marketing, product and investment teams
Minimum 7-10 years of investment, sell-side research, or ETF marketing/distribution experience.
Current securities licenses (Series 7 and Series 63) preferred or the ability to quickly attain
Clean compliance and U4 record required
Knowledge of Bloomberg, Data Analytics, Salesforce
Knowledge of macro asset classes and portfolio construction
Critical understanding of financial theory and empirical research
In-depth knowledge of ETFs and competing investment vehicles
Excellent communication and written skills
Ability to work with and influence internal and external stakeholders
Track record of multi-tasking various commercial activities (client engagements, business operations)
Positive, collaborative attitude with a strong team orientation
Available for client-facing events and meetings
Travel of up to 25-50% may be required.

Nice To Haves

CFA or CAIA, and/or Master’s degree strongly preferred

Responsibilities

Regularly monitor and analyze the financial markets as well as the precious metals industry competitive landscape to provide research, thought leadership and perspectives on the use case for gold to clients and prospects.
Use strong investment merits to enhance the product positioning of State Street’s family of gold ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies – including implementation, models, and strategic allocations.
Use expertise and market views to lead input for gold marketing campaigns, messaging, and initiatives across various client segment audiences
Generate investment thought leadership for a wide breadth of investors with collaborative weekly, monthly, and thematic/bespoke materials.
Articulate in-depth investment processes and provide ongoing updates on gold product positioning opportunities, as well as work with product development teams to assist in any range management objectives, and with team leadership on go-to-market strategy.
Have regular client-facing opportunities to promote gold insights and drive net flows, including at events and conferences where applicable.

Benefits

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.

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