Custom Model Portfolio Strategist, AVP - State Street Global Advisors

The Custom Model Portfolio Strategist provides subject matter expertise and product positioning as a member of the Model Portfolio team. This valued team member will demonstrate expertise on the subject of model portfolios and augment that with their own proprietary research, working alongside a larger research team dedicated to ETFs and market positioning. The Custom ETF Model Portfolio Strategist will build strong relationships across the firm, particularly our partners in the State Street Global Advisors Investment Solutions Group to cultivate collaboration and help shape and drive the overall model portfolio strategy for the firm. This team member will be based in Boston, MA.

Do you enjoy assessing and analyzing financial markets including the evolving model portfolio and investment landscape? If so, this role seeks to harness that expertise while providing informed perspectives to clients and prospects. We will expect you to generate thought-provoking investment content on trends in the model portfolio landscape, the role of model portfolios in an advisors business, and the different implementation strategies for model portfolios. In addition, you'll work closely with our sales team to help educate our clients and promote our solutions relative to other investment vehicles while driving revenue.

You will have significant client-facing opportunities to promote our ETF Model Portfolio offerings, providing timely market commentary, investment research, and informed point of views on the model landscape. You will engage with clients across the wealth management spectrum including all intermediary advisor-types (Wire-houses, RIAs, Independent Broker Dealers, Banks) in addition to various institutional clients, within the US and abroad. You will build and sustain dynamic working partnerships with our sales, marketing, product and investment teams. Strong communications skills for frequent external and internal presentations are required, and while you are meant to be focused on model portfolios you should have an in-depth understanding of total portfolio construction investment theory and portfolio implications, as well as, trading implementation strategies.

Qualifications

• Minimum 3-5 years of investment experience
• CFA and/or MBA nice to have
• Current securities licenses (Series 7 and Series 63) required, or required within 6 months
• Clean compliance and U4 record required
• Demonstrated experience and professional success
• Knowledge of risk modelling techniques and strong display of portfolio construction expertise
• Available for travel 50%+
• In-depth knowledge of ETFs and other investment vehicles
• Excellent communications skills to concisely deliver sophisticated topics and information
• Ability to work efficiently and influence internal and external partners
• Positive attitude with a strong team orientation, and is enthusiastic to educate other team members and clients

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where ev