Sales Support and Effectiveness Strategist
About The Position
Provides investment research and competitive product positioning. Will demonstrate the expertise of our portfolio management teams and augment that with their own proprietary research, working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership. Specific duties of the position include: Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research and perspectives to clients and prospects; use strong investment merits to enhance the product positioning of SPDR ETF family of ETFs, with a deep understanding of active, indexed, and quantitative investment strategies; generate investment content (i.e., articles, whitepapers) for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles; articulate in-depth investment processes in written or verbal forms to current as well as prospective clients; represent the Global ETF Research Strategist team as the subject matter expert on new product launches; develop and sustain strong working partnerships with our marketing, capital market, product and investment teams; and pursue client-facing opportunities to promote their work and insights, including at conferences where applicable. 15% regional travel required. Hybrid remote telecommuting permitted from within the U.S. pursuant to company policy.
Requirements
- Master’s degree or its equivalent in Business Administration, Finance or related and 7 years of experience in any occupation/title providing investment experience. Alternatively, will accept a Bachelor's degree or its equivalent in Business Administration in combination with a CFA or CAIA designation and 10 years of experience in any occupation/title providing investment experience.
- Current securities licenses (Series 7 and Series 63) or demonstrated ability to obtain these licenses by demonstrated solid ability with Investment concepts (including quantitative equity factor analysis, macroeconomic sensitivity, options pricing, and portfolio construction and optimization) and Investment securities (including Global equities, Options and other listed derivatives, ETFs and Mutual funds)
- Clean compliance and U4 record required
- Knowledge of Bloomberg, FactSet and Morningstar Direct
- Knowledge of all asset classes and portfolio construction
- Competency with portfolio optimization processes
- Critical understanding of financial theory and empirical research
- In-depth knowledge of ETFs and competing investment vehicles
- Ability to work with and influence internal and external stakeholders
- Positive, collaborative attitude with a strong team orientation
- Strong communications skills for frequent external and internal presentations
Responsibilities
- Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research and perspectives to clients and prospects
- Use strong investment merits to enhance the product positioning of SPDR ETF family of ETFs, with a deep understanding of active, indexed, and quantitative investment strategies
- Generate investment content (i.e., articles, whitepapers) for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles
- Articulate in-depth investment processes in written or verbal forms to current as well as prospective clients
- Represent the Global ETF Research Strategist team as the subject matter expert on new product launches
- Develop and sustain strong working partnerships with our marketing, capital market, product and investment teams
- Pursue client-facing opportunities to promote their work and insights, including at conferences where applicable
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
