Investment Solutions Strategist, VP - State Street Investment Management

State Street • Boston, MA

1d • $120,000 - $202,500 • Onsite

About The Position

State Street Investment Management is seeking an energetic professional to join their Investment Strategists team within the Outsourced Chief Investment Officer (OCIO) business unit. This role is part of the global, multi-asset Investment Solutions Group (ISG). The Investment Strategist will provide investment advisory services to OCIO clients in the not-for-profit institutional channel, with a specific focus on planned giving and charitable asset management investment solutions clients. The position reports to the Head of OCIO Investment Strategy. The role involves working directly with charitable asset management and planned giving clients to design, analyze, and develop their overall asset allocation strategies to meet their desired outcomes and mission-driven objectives. Collaboration with the Investment Strategist team on portfolio construction, risk assessment, and support for client investment policy and governance frameworks is key. The Investment Strategist will also meet with clients and their committees for investment portfolio reviews, performance updates, and to communicate market outlook. Additionally, the role requires collaboration with the manager research team across public and private markets in the portfolio construction design process.

Requirements

• Knowledge of and experience working with not-for-profit and planned giving clients, charitable gift annuities, and charitable remainder trusts
• Investment management or portfolio management experience within a multi-asset class framework
• Familiarity with asset allocation and stochastic modeling platforms and best practices
• Understanding of investment accounting principles, performance measurement, and attribution
• Demonstrated initiative and ability to work independently, with the aptitude to self-direct and set priorities in a fast-paced environment
• Highly organized, deadline-oriented, and attentive to detail
• Strong verbal, written, and presentation communication skills, with the ability to effectively communicate recommendations and rationale to internal stakeholders and clients and to influence outcomes
• Ability to build and maintain professional relationships with internal and external stakeholders
• Ability to thrive in a business-building environment with changing priorities
• Self-motivated individual with intellectual curiosity, a high energy level, a strong work ethic, and demonstrated personal and professional integrity

Responsibilities

• Collaborate with our OCIO and CAM Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities
• Help develop long-term, customized client strategic asset allocation plans
• Participate actively in the preparation and presentation of client deliverables
• Communicate our capital market outlook and tactical positioning
• Coordinate with our operational support team to ensure accuracy and quality control of client reporting deliverables
• Meet with prospective clients as part of our commercial go-to-market activities

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
• eligibility for certain tax advantaged savings plans
• inclusive development opportunities
• flexible work-life support
• paid volunteer days
• vibrant employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed