Investment Solutions Strategist, VP - State Street Investment Management

State Street • Boston, MA

7h

About The Position

State Street Investment Management's mission is to invest responsibly to enable economic prosperity and social progress. Their vision is to be the first investment call for every institutional investor and financial intermediary. The Investment Solutions Group drives the delivery of innovative solutions to clients while providing a best-in-class service experience within a culture that values diversity, collaboration, and learning. This role is within the Outsourced Chief Investment Officer (OCIO) business unit, part of the global, multi-asset Investment Solutions Group (ISG). The Investment Strategist will serve in an investment advisory capacity for OCIO clients in the not-for-profit institutional channel, focusing 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 clients to design, analyze, and develop asset allocation strategies, collaborating with the Investment Strategist team on portfolio construction, risk assessment, and supporting client investment policy and governance frameworks. The role also includes meeting with clients and committees for portfolio reviews, performance updates, and market outlook communication, as well as collaborating with the manager research team on portfolio construction design.

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 OCIO and CAM Relationship Managers to address 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 capital market outlook and tactical positioning.
• Coordinate with the operational support team to ensure accuracy and quality control of client reporting deliverables.
• Meet with prospective clients as part of 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: Mid Level
• Education Level: No Education Listed