Investment Strategist Investment Strategist …

State Street Corporation
in Boston, MA, United States
Permanent, Full time
Last application, 23 May 20
Competitive
State Street Corporation
in Boston, MA, United States
Permanent, Full time
Last application, 23 May 20
Competitive
State Street Corporation
Investment Strategist
The Investment Strategist role is part of the State Street Global Advisors Global Fiduciary Solutions ("GFS") team, which manages approximately $125 billion of institutional assets across the US and Europe. The GFS business is a growth priority for State Street Global Advisors with global dedicated teams principally in Boston, MA and Stamford, CT. Our range of services includes asset liability modeling, asset allocation recommendations, manager search, selection and oversight, ongoing portfolio management including rebalancing and liquidity management, overlay hedging, reporting, audit support and trustee education.

You should have a confirmed ability to analyse and oversee clients' liability based obligations; quantitative and qualitative valuations, risk analysis, reporting and link to client' strategic asset allocations. Proven actuarial and defined benefit (DB) subject matter expertise to support various initiatives and services, including development of liability driven investing models and other asset - liability management analytic services is helpful. You will work closely with senior investment strategists and client executives to evaluate, monitor, run and execute liability based solutions for institutional clients; incorporating capital market assumptions, asset class and liability characteristics, and funding policy into a clear-cut and executable program. Just as important, you will have the proven ability to listen, evaluate, and incorporate client objectives into the strategic asset allocation plan and communicate with internal and external partners on complex investment activities in a clear and concise way.

We are seeking upbeat and organized individuals to support SSGA's worldwide growth. An effective Strategist should possess high-end interpersonal skills, strong written and verbal communication capabilities, real passion for investment management and embrace teamwork.

You should have a confirmed ability to analyse and oversee clients' liability based obligations; quantitative and qualitative valuations, risk analysis, reporting and link to client' strategic asset allocations. Proven actuarial and defined benefit (DB) subject matter expertise to support various initiatives and services, including development of liability driven investing models and other asset - liability management analytic services is helpful. You will work closely with senior investment strategists and client executives to evaluate, monitor, run and execute liability based solutions for institutional clients; incorporating capital market assumptions, asset class and liability characteristics, and funding policy into a clear-cut and executable program. Just as important, you will have the proven ability to listen, evaluate, and incorporate client objectives into the strategic asset allocation plan and communicate with internal and external partners on complex investment activities in a clear and concise way.

We are seeking upbeat and organized individuals to support SSGA's worldwide growth. An effective Strategist should possess high-end interpersonal skills, strong written and verbal communication capabilities, real passion for investment management and embrace teamwork.

Responsibilities and Expectations:
  • Work directly with Investment Strategists, Client Executives, internal and external actuaries and clients
  • Collaborate with client executives to address any client strategic asset allocation issues, concerns, and opportunities
  • Help develop long term (5+ years) client specific strategic asset allocation plans
  • Consult with clients on funding and de-risking policies
  • Maintain periodic client contact as the investment plan is implemented
  • Assess and communicate impact of current legal and regulatory environment on investment strategies for DB plans

Position Requirements:
  • Knowledge of actuarial formulas, methods, forecasting and procedures
  • Experience with US and/or UK defined benefit plan design, Asset Liability Modeling (ALM) studies, pension risk management and forecasting
  • ASA or FSA designation and career emphasis on investments and retirement benefit modeling
  • EA designation is a plus
  • Experience in working with ALM tools and pension risk systems is required.
  • Demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment
  • Highly organized, meets deadlines, with a strong attention to detail
  • Strong communication skills: verbal, written and presentation; ability to effectively communicate recommendations and rationale to internal parties and clients as well as demonstrated ability to influence outcomes
  • Build and maintain professional relationships with internal and external parties
  • Thrives in business building environment with changing priorities
  • Self-motivated individual with intellectual curiosity, high energy level, strong work ethic and demonstrated personal and professional integrity

As an organization, we are committed to corporate social responsibility. Active engagement with our communities around the world, both as a partner and a leader, is a fundamental value at State Street. You'll have tools to help balance your professional and personal life, paid volunteer days, 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.
Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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