Portfolio Strategist, Vice President

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • State Street
  • 11 Dec 18

Portfolio Strategist, Vice President

Key Responsibilities

This is a Vice President level role based in Hong Kong, reporting directly to the Global Head of Active Quantitative Equity Portfolio Strategy.

  • You will play an integral role articulating the investment team's core capabilities and value proposition to support sales and client servicing
  • You will act as a liaison with other critical teams within APAC Products and Marketing to achieve our overall business objectives.
  • Work collaboratively with various channels to find chances to inspire consideration of our product sets and drive business results
  • Actively participate in key client and prospect meetings, focusing primarily on Active Quantitative based investment capabilities
  • Convey information pertaining to the product and related markets to influence both internal and external clients and partners
  • Client management and service focusing on sophisticated clients with high-touch non-standard service model and investment content
  • Seen as credible alternative to senior portfolio managers
  • Help drive portfolio design in conjunction with research, portfolio management and product management teams
  • Extensive travel required

  • Minimum 7-10 years of investment experience; prior experience as a portfolio manager is a plus
  • Knowledge of statistical packages, analytical platforms, Bloomberg, FactSet and Morningstar Direct
  • Critical understanding of financial theory and empirical research.
  • Positive, collaborative attitude with a strong team orientation.
  • Ability to talk passionately about investment process and markets to sophisticated institutional clients and consultants, and to engage and break down the products to the investors
  • Experience developing and leading high performance teams
  • Creative self-starter, able to perform in a team environment
  • Business development, planning and implementation skills
  • Experience in a similar role, academic qualification and/or professional designation essential

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. 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. Join us.
State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.