Investment Solutions Strategist, VP - State Street Investment Management
$120,000–$202,500 year
On-siteBoston, Massachusetts, United States or Stamford, Connecticut, United States
Job Summary
Collaborate with OCIO and CAM Relationship Managers to address client strategic asset allocation issues and help develop long-term, customized asset allocation plans for not-for-profit and planned giving clients. Conduct investment portfolio reviews, provide performance updates, and communicate market outlooks to client committees while coordinating with the manager research team on portfolio construction design. Prepare and present client deliverables, ensuring accuracy through operational support team collaboration, and participate in commercial go-to-market activities with prospective clients. This role supports the global multi-asset Investment Solutions Group's mission to deliver innovative solutions to institutional investors.
Required Qualifications
- Knowledge of and experience working with not-for-profit and planned giving clients, charitable gift annuities, and charitable remainder trusts
- Investment management or portfolio management experience within a multi-asset class framework
- Familiarity with asset allocation and stochastic modeling platforms and best practices
- Understanding of investment accounting principles, performance measurement, and attribution
- Demonstrated initiative and ability to work independently, with the aptitude to self-direct and set priorities in a fast-paced environment
- Highly organized, deadline-oriented, and attentive to detail
- Strong verbal, written, and presentation communication skills, with the ability to effectively communicate recommendations and rationale to internal stakeholders and clients and to influence outcomes
- Ability to build and maintain professional relationships with internal and external stakeholders
- Ability to thrive in a business-building environment with changing priorities
- Self-motivated individual with intellectual curiosity, a high energy level, a strong work ethic, and demonstrated personal and professional integrity
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.