The Fixed Income Client Portfolio Manager (CPM) is a highly visible role within SSGA’s Investment Organization focused on representing our extensive investment capabilities to clients and prospects across channels in the Americas. In this capacity, the CPM plays an integral role in articulating the investment team’s core capabilities and value proposition, educating investors and supporting the sales and client servicing effort, developing thought leadership, and acting as a liaison with other critical teams within the Product and Marketing organizations to achieve our overall business objectives. In addition, as a senior member of the team, the CPM is responsible for mentoring junior team members, promoting and sustaining a strong, collaborative, supportive team culture, and representing the team to internal and external constituents.
The CPM will work closely with our client-facing teams to identify opportunities that can be addressed through Fixed Income, Cash Management and Currency portfolio management capabilities, with an emphasis on indexing strategies, including core index and complex beta capabilities. In order to succeed, it is imperative that the CPM can develop and sustain strong working partnerships with our investment, distribution, marketing, and product teams. In addition, the individual serves as a resource to offer perspective on their area of expertise and will have broad client-facing opportunities across various distribution channels. The CPM must have strong communications skills for frequent external and internal presentations and must be able to clearly articulate investment processes and results, economic and market trends, and strategy positioning, all in the context of helping clients achieve their unique investment objectives.
This position requires a strong foundation, and demonstrated interest in fixed income investing. You will have related (10+ years) investment experience in investment management, preferably gained in an investment-related capacity such as portfolio management, product management or investment consulting. A post-graduate or professional qualification (e.g. MBA or CFA) is preferred, though not required.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and achieve their unique return and risk objectives. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to their and our continued success.
The Role
We are hiring a Fixed Income CPM, Vice President, reporting functionally to the US Head of Fixed Income Client Portfolio Management.
Primary Responsibilities
The CPM is focused on credibly representing our extensive fixed income capabilities to retain clients and enable growth primarily in the North American marketplace, and globally as required. This will involve partnering with investment teams, the Client Coverage Group, marketing, and other CPMs to understand client needs, our investment products, and how the intersection of these two areas can drive both client and firm success.
As Fixed Income Client Portfolio Manager, You Will
- Build deep relationships with portfolio management teams and the Client Coverage team
- Be seen as a credible alternative to senior portfolio managers
- Work collaboratively with distribution channels to identify opportunities for our fixed income strategies and drive business results
- Actively participate in key client and prospect meetings, focusing primarily on our index capabilities
- Convey information pertaining to the product and related markets to both internal and external clients
- Develop thought leadership including white papers, webinars, and seminar presentations
- Help drive strategy/product design in conjunction with research, portfolio management and product management teams
Qualifications
- Minimum 10 years of investment experience; prior experience in fixed income strategy representation and/or portfolio management is a plus
- Advanced degree and/or CFA, or similar indications of academic and professional achievement
- Critical understanding of financial theory and empirical research
- Ability to work with and influence internal and external stakeholder
- Positive, collaborative attitude with a strong team orientation
- Willingness to mentor junior colleagues
- Ability to articulate our investment process and market views with conviction to sophisticated institutional clients and consultants
- Ambitious self-starter, able to perform in a team environment
- Business development, planning and implementation skills
- Knowledge of relevant platforms including, Bloomberg, FactSet and Morningstar Direct
- While not required, a sense of humor is always a plus!
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
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.
Company: State Street Global Advisors
Salary Range
$120,000 - $202,500 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.
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.
State Street's Speak Up Line
Job ID: R-763270
