State Street
Global Head of Sector Strategy, State Street Investment Management - VP III
State Street, Boston, Massachusetts, us, 02298
Who we are looking for
The Global Head of Sector ETF Strategy leads a team of Sector Research Strategists focused on providing market strategy, investment research and portfolio construction insights for our suite of SPDR Sector ETFs. The role is based in Boston, MA.
The Global Head of Sector ETF Strategy will demonstrate expertise on the case for sector investing, fundamental analysis, quantitative investment techniques, and macroeconomic relationships to sector behaviors. Insights will be driven by the teams’ proprietary research, working alongside a larger research team dedicated to ETFs and market outlooks. You will build strong relationships with other investment research teams within the firm to foster collaboration and help shape and drive the overall sector strategy for the firm.
Using strong investment merits and understanding of macroeconomic theory, your work enhances the product positioning of State Street SPDR ETFs. To do so, you will generate thought-provoking investment content on sectors, case for using sectors in portfolio, how to analyze sector opportunities, trends within related macroeconomic factors impacting sectors, as well as the different implementation strategies for sectors, helping to educate our clients and promote ETFs relative to other investment vehicles.
Why this role is important to us
The team you will be joining is a part of State Street Investment Management , one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. 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
As Global Head of Sector ETF Strategy you will
Generate thought-provoking, compelling, and timely investment content on sectors, the role of sector investing in portfolios, how to analyze sector opportunities from a technical, quantitative, and fundamental perspective as well as on the different implementation strategies for sectors
Utilize strong communications skills for frequent external and internal presentations, including client-facing opportunities, industry events, and virtual webinars to promote your work and insights related to market commentary and investment research
Build and sustain strong working partnerships with governance, marketing, product and investment teams, including planning for campaigns, research agendas, and client engagement tactics
Lead and organize competitive intelligence for business leadership and other internal stakeholders on sectors, ETFs, and buying behavior patterns of competing ETF strategies
Leverage expertise and market views to lead input for sector marketing campaigns, messaging, and initiatives across various client segment audiences (institutional, financial advisors, due diligence teams, ETF models) around benefits of sector ETFs and portfolio investment.
What we value
These skills will help you succeed in this role
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 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
Education & Preferred Qualifications
Minimum 10 years of investment experience
CFA or CAIA, and/or MBA required
Current securities licenses (Series 7 and Series 63) required
Clean compliance and U4 record required
Knowledge of Bloomberg, R, Tableau, and FactSet
Knowledge of risk modelling techniques
Published author of a blog, white-paper, article, or other investment content
Ability to formulate and articulate compelling, analytically-supported investment use cases
Available for travel 25-50%
Knowledge of equity markets, sectors, and dedicated portfolio construction topics
Critical understanding of macroeconomics, financial theory and empirical research
In-depth knowledge of ETFs and other investment vehicles
Excellent communications skills to concisely deliver sophisticated topics both written and verbally
Ability to work efficiently with and influence internal and external partners
Positive attitude with a strong team orientation, and is enthusiastic to educate team members and clients
State Street is an equal opportunity and affirmative action employer.
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