Systematic Equity – Head of Portfolio Management (United States) – Senior Managing Director
State Street•Boston, MA
•Onsite
About The Position
State Street Investment Management is seeking a senior investment leader to serve as Head of Portfolio Management, United States, Systematic Equity. This role leads the U.S. portfolio management function, ensuring excellence in portfolio implementation, risk management, client engagement, and product development. You will be responsible for overseeing the portfolio management process and team, supporting commercial growth through client and prospect engagement, and advancing operational efficiency and scalability across Systematic Equity strategies.
Requirements
- Strong systematic/quantitative equity investment expertise
- Proven leadership of portfolio management teams
- Commercial mindset with client-facing credibility
- Deep understanding of portfolio construction, risk, and implementation
- Ability to drive operational improvements and scalable processes
- Strong judgment in regulated environments
- Collaborative, results-oriented leadership style
- 15–20+ years in investment management, preferably systematic or quantitative equity
- Leadership experience in portfolio management or investment teams
- Demonstrated success in client engagement and product development
- Solid understanding of U.S. institutional markets
Nice To Haves
- CFA, MBA, or equivalent strongly preferred
Responsibilities
- Lead the U.S. Systematic Equity portfolio management team, ensuring disciplined execution of investment strategies.
- Oversee portfolio construction, implementation, monitoring, and adherence to client guidelines and investment objectives.
- Ensure alignment with global investment frameworks and best practices.
- Act as the senior escalation point for portfolio management and implementation issues.
- Serve as a senior investment representative with institutional clients, prospects, and consultants.
- Partner with Client Coverage and Product teams to support new business, retention, and mandate development.
- Clearly articulate investment philosophy, process, performance, and risk management to clients.
- Contribute to thought leadership and client-facing activities to strengthen Systematic Equity’s market position.
- Drive development of new Systematic Equity products and enhancement of existing strategies.
- Translate client needs and market opportunities into commercially viable solutions.
- Support sales growth and asset raising through product positioning and investment expertise.
- Ensure new offerings are supported by scalable processes and robust controls.
- Maintain a strong risk and control culture across all portfolio management activities.
- Partner with Risk, Compliance, Legal, and Operations to ensure adherence to regulatory and internal requirements.
- Monitor investment, operational, and implementation risks, ensuring timely escalation and resolution.
- Participate in governance forums and investment oversight processes.
- Enhance efficiency, scalability, and consistency of the portfolio management operating model across all strategies – active and index.
- Drive process improvements, automation, and adoption of advanced tools and analytics.
- Partner with Systematic Equity CIO, Head of EMEA & APAC Portfolio Management, Technology, Trading, and Operations to streamline workflows and improve execution, while developing new / improved operating model.
- Lead, mentor, and develop a high-performing portfolio management team.
- Foster a collaborative, accountable, and performance-driven culture.
- Support career development, succession planning, and capability building.
- Manage budgets, resourcing, and cost discipline for the portfolio management function.
- Support profitability of strategies through operational efficiency and scalable processes.
- Align resource allocation with long-term business and growth priorities.
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
