Who we are looking for
The Senior Portfolio Strategist is a highly visible role within SSGA's Investment Solutions Group (ISG) focused on representing our multi-asset investment capabilities to clients and prospects globally. In this capacity, the Senior Portfolio Strategist 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 Product and Marketing organizations to achieve our overall business objectives. In addition, the individual will assist in coordinating the investment team's participation in the sales/client service process; addressing information requests from clients/prospects; developing compelling messaging and collateral material; writing effective thought leadership; training client facing colleagues on ISG strategies' key merits and differentiators; contributing to the strategic and tactical asset allocation investment process; and championing ISG both inside SSGA and externally
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This individual will work closely with our Portfolio Management Team in EMEA and client-facing teams in the region to identify opportunities that exist for multi-asset investment solutions in EMEA while collaborating with team members globally.
The Portfolio Strategist Team acts as an extension of the portfolio management team through all stages of the sales cycle from initial client meetings to finals presentations and ongoing client servicing meetings.
Successful candidates will have a minimum 10 years of experience with investments and client engagement. Members of the ISG Portfolio Strategy team will possess high-end interpersonal skills, strong written and verbal communication capabilities. In addition, candidates should show passion for investment management and embrace teamwork.
What you will be responsible for
The Senior Portfolio Strategist reports to Head of Portfolio Strategy, ISG
- Serve as subject matter experts for ISG and its multi-asset investment capabilities
- Help drive the multi-asset class/investment solutions business strategy with the goal to help grow the practice in EMEA
- Contribute to the RFP/RFI process in partnership with the RFP team and other Subject Matter Experts
- Represent the investment team and capabilities to a variety of institutional & wealth clients, prospects, and consultants
- Drive the business strategy, positioning and marketing for ISG's model portfolios with a focus on highlighting key points of differentiation
- Drive the creation of high impact marketing materials in liaison with the broader ISG team
- Ability to participate in and contribute to ISG's strategic and tactical asset allocation investment process with specific focus on model portfolios
What we value
Strong multi-asset portfolio management skills & market knowledge. Ability to articulate complex investment concepts to a variety of constituents with differing levels of sophistication. Demonstrated success in driving vision to fruition. Entrepreneurial mindset that drives outcomes through collaboration with a high-performance teams.
Education and Preferred Qualifications:
- Bachelor's degree, with an advanced degree in Business or Finance and/or CFA designation preferred
- Minimum 10 years of experience with both investments and client engagement.
- Familiarity with financial software (eg FactSet, Bloomberg, Morningstar), along with developed quantitative skills, MS office
- Positive attitude, strong work ethic, ability to execute independently yet also maintain a strong team orientation
- Experience with multi-asset portfolio construction, ETFs and model portfolios a plus
- Ability to travel significantly