Senior Research Strategist, VP II - State Street Investment Management jobs in United States
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State Street · 2 months ago

Senior Research Strategist, VP II - State Street Investment Management

State Street is one of the largest asset managers in the world, seeking a Senior Research Strategist to provide investment research and competitive product positioning. The role involves analyzing financial markets and enhancing the product positioning of SPDR ETFs while generating thought leadership for various investors.

BankingFinanceFinancial Services

Responsibilities

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 SPDR 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

Qualification

Investment researchDerivatives expertiseETF knowledgePortfolio constructionCFACAIABloomberg knowledgeTeam orientationClient-facing skillsCommunication skills

Required

Minimum 7-10 years of investment experience
CFA or CAIA, and/or MBA required
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%

Preferred

Current securities licenses (Series 7 and Series 63) preferred or the ability to attain

Benefits

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)
Eligibility for certain tax advantaged savings plans

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase