Sector Research Strategist US, State Street Global Advisors - VP I

State Street Corporation • Boston, MA

262d • $120,000 - $187,500

About The Position

The Sector Research Strategist provides investment research and competitive product positioning as part of the Sector ETF Research team. The role is based in Boston, MA. The Strategist will demonstrate the expertise of our investment teams and augment that with their own proprietary research related to sector investment strategies, sector outlooks, sector ETF competitive analysis as well as methods to analyze sectors from a fundamental and quantitative perspective, while working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership.

Requirements

• Minimum 7-10 years of investment experience.
• CFA or CAIA, and/or MBA required.
• Current securities licenses (Series 7 and Series 63) preferred or the ability to attain.
• Clean compliance and U4 record required.
• Knowledge of Bloomberg, FactSet and Morningstar Direct.
• Knowledge of equity markets 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.
• Positive, collaborative attitude with a strong team orientation.

Nice To Haves

• The ability to discuss fundamental and quantitative investment concepts, as well as have a considerable understanding of portfolio construction techniques, including implementation strategies.
• A complete understanding of the benefits of the 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 sector 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.

Responsibilities

• Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research, thought leadership and perspectives on sectors to clients and prospects.
• Use strong investment merits to enhance the product positioning of State Street's family of sector ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies - including derivative oriented approaches.
• Use expertise and market views to lead input for sector marketing campaigns, messaging, and initiatives across various client segment audiences.
• Generate investment thought leadership for a wide breadth of investors and sector topics that helps to educate our clients and promote sector ETFs relative to other investment strategies and vehicles.
• Articulate in-depth investment processes and provide ongoing updates on sector product positioning opportunities, as well as work with product development teams to assist in any range management objectives.
• Have some client-facing opportunities to promote their work and insights, including at conferences where applicable.

Benefits

• Generous medical care, insurance and savings plans.
• Flexible Work Programs.
• Development programs and educational support.
• Paid volunteer days.
• Matching gift programs.
• Access to employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Master's degree