Position Summary:
We are seeking a commercially-minded, client facing investment professional to join our Systematic Equity Client Portfolio Management (CPM) team in the UK, based in London. Systematic Equity at State Street Investment Management spans the full spectrum of quantitative equity strategies, including index, smart beta, sustainability and active quantitative approaches. The CPM team includes investment professionals and subject matter experts who collaborate with Portfolio Management, Research and Sales to clearly articulate, support and grow our business.
The role is based in London and covers all client types across the UK and Europe. CPMs are forward-thinking, meticulous and knowledgeable individuals who are passionate about investment management and thrive in a team-oriented, collaborative environment. Successful CPMs are commercially driven and possess high-end interpersonal skills, executive presence, cultural awareness and strong communication (written and verbal) capabilities.
Why This Role Is Important
You will be joining State Street Investment Management, one of the world's largest asset managers, serving governments, institutions, and financial advisors globally. With over four decades of experience and USD5trillion+ in assets under management, we offer one of the broadest selections of investment services across asset classes, risk profiles, regions, and styles. As pioneers in index investing, ETFs and active quant, we are constantly innovating new ways to invest. The UK and European Systematic Equity business manages a wide variety of strategies across core market cap, factor, sustainable and active themes.
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This London-based position will be a member of the Investment organisation and work closely with the Systematic Equity management team, as well as the Client Coverage Group.
This role will be responsible for executing the 6 core functions of the CPM team;Develop overall positioning of the firm's investment solutions i.e., act as the Brand Manager of the Strategy set
Take overall accountability for ensuring the regional strategy defined for the target channels and geographies
Represent the team's solutions and capabilities in client meetings, internal trainings, investment meetings and other forums where strong investment expertise and executive presence is required
Work proactively with the investments leadership team to address competitive challenges arising from performance, risk management, perceived quality gaps, etc.
Develop product and business strategy around index retention, as well as ways to target new potential markets or clientele - includes supporting firmwide cross selling initiatives
Support client engagement and business development needs through written communications (i.e., RFPs, marketing materials and other thought leadership pieces)
Specific to this role are the additional responsibilities of:Serve as a Systematic Equity subject matter expert, with a specific focus on factor and active quantitative strategies. A knowledge of sustainable quantitative investing, as well as familiarity with broad-based indexing, is also required.
Collaborate closely with UK and Europe Investment and Distribution teams to develop the "selling system" and agreed upon support levels depending upon business opportunities and priorities.
Understand and drive team wide understanding of market and industry dynamics, including the competitor landscape and its impact on our products and client engagement strategy. Be able to articulate these dynamics, with internal stakeholders and external clients.
Partner with Research, Strategy and Portfolio Management to drive the team's innovation agenda through a broad understanding of investment capabilities, client needs and competitor products.
Meet with Institutional and Intermediary clients, prospects, and consultants to engage in detailed discussions about the firm's Systematic Equity capabilities.
Work closely with the Systematic Equity CPM team on current and prospective client deliverables, and serve as a mentor/ role model to junior team members.
Qualifications:8+ years' experience in investment strategy, portfolio management, product management, investment research or an equivalent role
Experience helping UK and Europe based institutional clients with their active quantitative and sustainable investment needs -ETF knowledge is a plus.
Advanced degree in Business or Finance and/or CFA designation preferred
Familiarity with financial software (e.g. FactSet, Bloomberg) and developed quantitative skills
Strong commercial mindset with a proven track record of successfully engaging with clients and prospects to develop and retain business
Ability to influence colleagues and work collaboratively to support broader business goals
Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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