Vista previa generada por IA
Gerente de cartera (AVP) en State Street Investment Management, Boston.
Responsable de diseñar y gestionar portfolios multi-activos, liderar iniciativas de IA y fortalecer relaciones con clientes.
Title: ISG Portfolio Manager, Assistant Vice President - State Street Investment Management
Location: Boston, Massachusetts
Description: State Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. The Investment Solutions Group (ISG) is a premier provider of multi-asset solutions, combining deep expertise in asset allocation, risk management, and investment advice to help clients pursue their evolving objectives with confidence.
Job Description
This Boston-based role offers the opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (ISG). The Portfolio Manager will work across strategic and tactical asset allocation, helping design and manage portfolios that align with long-term investment objectives from a total portfolio perspective. This position requires the ability to oversee complex portfolios, including custom balanced strategies, model portfolios, and registered funds, while contributing actively to tactical asset allocation discussions, portfolio reviews, and business development efforts.
We are looking for a thoughtful and driven investment professional with direct portfolio management experience, a strong curiosity about capital markets, and the ability to communicate ideas clearly with clients and colleagues. Experience in strategic and tactical asset allocation, and client engagement would be valuable differentiators. Programming skills, familiarity with optimization and risk models, and working knowledge of AI tools and emerging AI applications in investment management are also highly desirable. Success in this role will come from strong collaboration, sound judgment, intellectual curiosity, and the ability to take initiative in a dynamic team environment.
Responsibilities
Manage day-to-day portfolio activity, including cash flow investing, rebalancing, and exposure management across multiple portfolios
Contribute tactical views and implementation ideas across a broad range of asset classes and securities
Support existing client relationships, communicate portfolio insights, and help drive new business opportunities
Support senior portfolio managers and collaborate across teams on various projects and initiatives
Help strengthen and evolve tactical investment strategies, processes, and portfolio implementation approaches
Drive AI integration efforts to improve efficiency and outcomes for clients
Qualifications
Strong interest in capital markets, portfolio management, and strategic and tactical asset allocation
CFA, MBA, or progress toward either designation is a plus
Approximately five or more years of relevant investment experience
Quantitative modeling and programming skills, with an interest in applying technology to investment decision-making
Working knowledge of AI tools and emerging AI applications relevant to investment research, portfolio management, or client solutions
Familiarity with optimization tools and financial software such as FactSet, Bloomberg, or, Axioma,
Collaborative, self-directed, and thoughtful approach, with a strong work ethic and the ability to thrive both independently and as part of a team
Salary Range
$90,000 - $157,500 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: 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); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
Equal Opportunity Employer
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Job Application Disclosure
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.