State Street
Senior Research Strategist, VP II - State Street Investment Management
State Street, Boston, Massachusetts, us, 02298
Senior Research Strategist, VP II - State Street Investment Management
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Who We Are Looking For The Senior Research Strategist provides investment research and competitive product positioning as part of the Americas ETF Research team. The role is based in Boston, MA. The Strategist will demonstrate the expertise of our portfolio management teams and augment that with their own proprietary research related to investment strategies, derivatives, and other financial instruments, working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership.
Why this role is important to us The team you will be joining is a part of State Street Global Advisors, 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
Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research, thought leadership and perspectives to clients and prospects.
Use strong investment merits to enhance the product positioning of America's ETF family of ETFs, with a deep understanding of active, indexed, alternative, thematic, derivative oriented and quantitative investment strategies.
Utilize trends and data within the listed derivatives market to perform analysis of current market opportunities and the potential impact to investor sentiment.
Generate investment thought leadership for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles, including listed-derivatives.
Articulate in-depth investment processes and provide ongoing updates on product positioning opportunities, as well as, represent the Research team as the subject matter expert on new product launches.
Have some client‑facing opportunities to promote their work and insights, including at conferences where applicable.
What We Value
The ability to discuss cross‑asset investment concepts, as well as have a considerable understanding of portfolio construction techniques and approaches with both physical and derivative instruments.
A complete understanding of the benefits of the ETF structure and how it functions in the secondary and primary markets.
Experience with derivatives, digital assets, nontraditional strategies, thematics, as well as other alternatives and their role in financial markets as well as practical portfolio usage.
Strong written and communication 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 7–10 years of investment experience.
CFA or CAIA, and/or MBA required.
Current securities licenses (Series 7 and Series 63) preferred or the ability to attain.
Clean compliance and U4 record required.
Knowledge of Bloomberg, FactSet and Morningstar Direct.
Knowledge of all asset classes and portfolio construction.
Critical understanding of financial theory and empirical research.
In‑depth knowledge of ETFs and competing investment vehicles.
Excellent communication and written skills.
Ability to work with and influence internal and external stakeholders.
Positive, collaborative attitude with a strong team orientation.
Available for travel 10–15%.
Salary Range $130,000 – $205,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and eligibility for certain tax‑advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID: R-779663
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Who We Are Looking For The Senior Research Strategist provides investment research and competitive product positioning as part of the Americas ETF Research team. The role is based in Boston, MA. The Strategist will demonstrate the expertise of our portfolio management teams and augment that with their own proprietary research related to investment strategies, derivatives, and other financial instruments, working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership.
Why this role is important to us The team you will be joining is a part of State Street Global Advisors, 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
Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research, thought leadership and perspectives to clients and prospects.
Use strong investment merits to enhance the product positioning of America's ETF family of ETFs, with a deep understanding of active, indexed, alternative, thematic, derivative oriented and quantitative investment strategies.
Utilize trends and data within the listed derivatives market to perform analysis of current market opportunities and the potential impact to investor sentiment.
Generate investment thought leadership for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles, including listed-derivatives.
Articulate in-depth investment processes and provide ongoing updates on product positioning opportunities, as well as, represent the Research team as the subject matter expert on new product launches.
Have some client‑facing opportunities to promote their work and insights, including at conferences where applicable.
What We Value
The ability to discuss cross‑asset investment concepts, as well as have a considerable understanding of portfolio construction techniques and approaches with both physical and derivative instruments.
A complete understanding of the benefits of the ETF structure and how it functions in the secondary and primary markets.
Experience with derivatives, digital assets, nontraditional strategies, thematics, as well as other alternatives and their role in financial markets as well as practical portfolio usage.
Strong written and communication 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 7–10 years of investment experience.
CFA or CAIA, and/or MBA required.
Current securities licenses (Series 7 and Series 63) preferred or the ability to attain.
Clean compliance and U4 record required.
Knowledge of Bloomberg, FactSet and Morningstar Direct.
Knowledge of all asset classes and portfolio construction.
Critical understanding of financial theory and empirical research.
In‑depth knowledge of ETFs and competing investment vehicles.
Excellent communication and written skills.
Ability to work with and influence internal and external stakeholders.
Positive, collaborative attitude with a strong team orientation.
Available for travel 10–15%.
Salary Range $130,000 – $205,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long‑term disability and other optional additional coverages; paid‑time off including vacation, sick leave, short‑term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and eligibility for certain tax‑advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Job ID: R-779663
#J-18808-Ljbffr