Sector Research Strategist US VP
State Street provides financial services to institutional investors through investment management, custody, and servicing solutions.
About State Street
State Street helps institutional investors manage and safeguard assets through custody, fund administration, and investment management services. You can access front-to-back investment platforms, digital asset services, and global market solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will conduct fundamental and quantitative research on assigned equity sectors and monitor markets, macroeconomic developments, ETF flows, investor positioning, and competition. You will build research models, databases, dashboards, and analytical workflows. You will communicate sector insights through research and presentations, explain ETF strategies, and collaborate on positioning, client communications, marketing initiatives, and product opportunities.
Requirements
- Minimum 5 years of experience in investment research, asset management, equity analysis, ETF research, or a related field
- Strong understanding of equity fundamentals and macroeconomic dynamics
- Advanced Microsoft Excel skills
- Experience using AI tools for investment research and data analysis
- Clear writing and presentation skills
- Bachelor’s degree in finance, economics, business, mathematics, statistics, or a related discipline
- CFA or CAIA designation or progress toward one is preferred
- Experience with Bloomberg or FactSet is preferred
- Working knowledge of equity markets, portfolio construction, derivatives, or options-based investment strategies
- Ability to obtain Series 7 and Series 63 licenses within six months of joining
Responsibilities
- Conduct fundamental and quantitative research on assigned equity sectors
- Monitor financial markets, macroeconomic developments, sector fundamentals, ETF flows, investor positioning, and the competitive ETF landscape
- Build and improve research models, databases, dashboards, and analytical workflows
- Develop research, market commentary, presentations, and educational materials
- Develop knowledge of sector ETF products, investment strategies, exposures, use cases, and options-based approaches
- Collaborate on ETF positioning, client communication, marketing initiatives, and product opportunities
- Own assigned projects and recurring deliverables, balance priorities, and meet deadlines
Benefits
- 401K with company match
- Medical, dental, vision, life, and long-term disability insurance
- Paid time off including vacation, sick leave, short-term disability, and family care leave
- Employee Assistance Program
- Annual performance-based awards
- Tax-advantaged savings plans
- Paid volunteer days
- Employee networks
- Flexible work-life support