Client Portfolio Manager – Systematic Equity, VP II – State Street Investment Management

About the Opportunity

We are seeking a commercially minded, client facing investment professional to lead our Systematic Equity Client Portfolio Management (CPM) team in the US. Systematic Equity at State Street Investment Management spans the full spectrum of equity strategies, including index, smart beta, and active quantitative approaches. The CPM team includes investment professionals and subject matter experts who collaborate with Portfolio Management, Research and Sales to clearly articulate, support and grow our business.

This role will be based in Boston, MA. Client Portfolio Managers are forward-thinking, meticulous and knowledgeable individuals who are passionate about investment management and thrive in a team-oriented, collaborative environment. Successful CPMs are commercially driven and possess high-end interpersonal skills, executive presence, cultural awareness and strong communication (written and verbal) capabilities.

Responsibilities

• Develop overall positioning of the firm’s investment solutions i.e., act as the Brand Manager of the full systematic strategy capabilities
• Take overall accountability for ensuring the regional strategy set is ready for market in the target channels and geographies
• Represent the team’s solutions and capabilities in client meetings, internal trainings, investment meetings and other forums where strong investment expertise and executive presence is required
• Work proactively with the investments leadership team to address competitive challenges arising from performance, risk management, perceived quality gaps, etc.
• Develop product and business strategy around index retention, as well as ways to target new potential markets or clientele – includes supporting firmwide cross selling initiatives
• Support client engagement and business development needs through written communications (i.e., RFPs, marketing materials and other thought leadership pieces)

About You

Serve as a Systematic Equity subject matter expert across both third party index and proprietary offerings, which include factor-based investing and active quantitative themes, in addition to our core business of traditional beta exposures. Collaborate closely with US Investment and Distribution teams to develop sales strategies and supporting materials. Coordinate communication and cooperation between Investment and Client focused units.

Eligibility

8+ years’ experience in investment strategy, portfolio management, product management, investment research or an equivalent role. Advanced degree in Business or Finance and/or CFA designation preferred. Previous experience of US investment fund structures would be an asset. Familiarity with financial software (e.g. FactSet, Bloomberg) and developed quantitative skills (ideally including AI and/or programming experience). Strong commercial mindset with a proven track record of successfully engaging with clients and prospects to develop and retain business. Ability to influence colleagues and work collaboratively to support broader business goals.

Benefits

• 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 Employee Assistance Program
• Incentive compensation including eligibility for annual performance-based awards
• Eligibility for certain tax advantaged savings plans

About Company

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.