Strategic Portfolio Manager EMEA

4 weeks ago


London, Greater London, United Kingdom State Street Full time

Role Overview

The Senior ISG Strategist EMEA will be a key member of the Investment Solutions Group, responsible for driving the multi-asset investment solutions business strategy in EMEA. This individual will serve as a subject matter expert for ISG and its multi-asset investment capabilities, helping to grow the practice in the region.

Key Responsibilities

  • Contribute to the RFP/RFI process in partnership with the RFP team and other Subject Matter Experts
  • Represent the investment team and capabilities to 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

Requirements

  • 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

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


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