ETF Model Portfolio Strategist - State Street Global Advisors, AVP
State Street Corporation
Location: Scottsdale, Arizona
Type: Full Time
Internal Number: 19499433
The ETF Model Portfolio Strategist provides subject matter expertise and product positioning as a member of the Model Portfolio team. This valued team member will demonstrate expertise on the subject of model portfolios and augment that with their own proprietary research, working alongside a larger research team dedicated to ETFs and market positioning. The ETF Model Portfolio Strategist will build strong relationships with other investment research teams within the firm, particularly our partners in the State Street Global Advisors Investment Solutions Group to cultivate collaboration and help shape and drive the overall model portfolio strategy for the firm.
Do you enjoy assessing and analyzing financial markets including the evolving model portfolio and investment landscape? If so, this role seeks to harness that expertise while providing informed perspectives to clients and prospects. We will expect you to generate thought-provoking investment content on trends in the model portfolio landscape, the role of model portfolios in an advisors business, and the different implementation strategies for model portfolios. In addition, you'll work closely with our sales team to help educate our clients and promote our solutions relative to other investment vehicles while driving revenue.
You will have significant client-facing opportunities to promote our ETF Model Portfolio offerings, providing timely market commentary, investment research, and informed point of views on the model landscape. You will engage with clients across the wealth management spectrum including all intermediary advisor-types (Wire-houses, RIAs, Independent Broker Dealers, Banks) in addition to various institutional clients, within the US and abroad. You will build and sustain dynamic working partnerships with our sales, marketing, product and investment teams. Strong communications skills for frequent external and internal presentations are required, and while you are meant to be focused on model portfolios you should have an in-depth understanding of total portfolio construction investment theory and portfolio implications, as well as, trading implementation strategies.
Education & Preferred Qualifications
Minimum 3-5 years of investment experience
CFA and/or MBA strongly preferred
Current securities licenses (Series 7 and Series 63) required
Clean compliance and U4 record required
Demonstrated experience and success within model portfolios
Knowledge of risk modelling techniques and strong display of portfolio construction expertise
Published author of a blog, white-paper, article, or other investment content preferred
Available for travel 50% plus
In-depth knowledge of ETFs and other investment vehicles
Excellent communications skills to concisely deliver sophisticated topics and information
Ability to work efficiently and influence internal and external partners
Positive attitude with a strong team orientation, and is enthusiastic to educate other team members and clients
About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
Salary Range: $80,000 - $132,500 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.