Who We Are Looking For
The Fixed Income Portfolio Strategist (PS) is a highly visible role within SSGA’s Investment Organization focused on representing our investment capabilities to clients and prospects across businesses in the region. In this capacity, the PS plays an integral role in articulating the investment team’s core capabilities and value proposition, supporting the sales and client servicing effort and acting as a liaison with other critical teams within the Distribution, Product and Marketing organizations to achieve our overall business objectives. In addition, the portfolio strategist will be responsible for developing and delivering relevant thought leadership, market positioning, collateral development, and other deliverables that help educate investors and promote SSGA’s strategically important capabilities locally.
In order to succeed, it is imperative that the Portfolio Strategist can develop and sustain strong working partnerships with our distribution, marketing, product and investment teams. In addition, the individual serves as a resource to offer perspective on their area of expertise and has broad client-facing opportunities across distribution channels to promote their work. The PS must have strong communications skills for frequent external and internal presentations and must be able to clearly articulate investment processes and provide ongoing updates on product and strategy positioning, with an eye toward the market environment and competitive landscape.
This position requires a strong foundation, and demonstrated interest, in fixed income investing. You will have related (10+ years) investment experience in investment management, preferably gained in an investment-related capacity such as portfolio management, product management or investment consulting. A post-graduate or professional qualification (e.g. MBA or CFA) is preferred, though not required.
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.
Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses what we value. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you.
The role is for a Fixed Income Portfolio Strategist, Vice President , reporting functionally to the Global Head of Fixed Income Portfolio Strategists, and also locally to the Head of Investments, Australia.Why this role is important to us
The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.What You Will Be Responsible For
Drive the growth and positioning of the firm’s global fixed income capabilities, primarily in the Australian marketplace and specifically for our extensive global fixed income capabilities. This will involve partnering with investment teams, other portfolio strategists to understand our investment products, strategies and capabilities and then to assist the distribution team to commercialize these in the market.
As Fixed Income Portfolio Strategist, you will
What We Value
- Work collaboratively with distribution channels to identify opportunities to motivate consideration of our product sets and drive business results
- Actively participate in key client and prospect meetings, focusing primarily on our index, systematic and active management capabilities
- Convey information pertaining to the product and related markets to both internal and external clients
- Client management and service focusing on sophisticated clients with high-touch non-standard service model and investment content
- Seen as credible alternative to senior portfolio managers and CIO/PM team
- Help drive strategy/product design in conjunction with research, portfolio management and product management teams
These skills will help you succeed in this role
Education & Preferred Qualifications
- Positive, collaborative attitude with a strong team orientation.
- Ability to articulate our investment process and about markets with conviction to sophisticated institutional clients and consultants
- Ambitious self-starter, able to perform in a team environment
- Business development, planning and implementation skills
About State Street
- Minimum 7-10 years of investment experience; prior experience as a portfolio manager is a plus
- Knowledge of statistical packages, analytical platforms, Bloomberg, FactSet and Morningstar Direct
- Critical understanding of financial theory and empirical research.
- Ability to work with and influence internal and external stakeholders.
- Experience in a similar role, academic qualification and/or professional designation essential
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.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 everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Job ID: R-743328