Investment Manager jobs in United Kingdom

Senior Portfolio Manager

This position is for a Senior Portfolio Manager with State Street’s Investment Solutions Group (ISG), our multi-asset class investment team. For more than three decades, ISG has developed asset class-spanning products and services aimed at helping our clients realize their diverse goals. Our team is global with offices in Boston, London, Sydney, Dublin and 6 other investment centres around the world. We value people who are highly self-motivated with the ability to execute independently but who are equally able to collaborate and work well within the team.

The Senior Portfolio Manager is a key role within State Street Investment Management’s Investment Solutions Group (ISG) and will be focused on managing an existing book of portfolios, building new portfolio solutions and developing asset allocation investment strategies for the EMEA marketplace. In this capacity, the Senior Portfolio Manager plays an integral role for the team in terms of portfolio construction and design, delivering on performance objectives and interacting with clients and prospects. Additionally, the individual will actively participate in the team’s ongoing research efforts, process improvement and product development.

The successful candidate will have hands on experience in portfolio management, a passion for the capital markets, high attention to details, a mindset focused on delivering the right outcomes for our clients and strong communication skills. Strong experience in the UK and European fund markets, trading, and/or model portfolios would be differentiators. The role will require a minimum presence in the company office in line with company policy. State Street is committed to strike the right balance for employees between working from home and in the office and the candidate is expected to work 3 business days per week in the company’s office.

The role is based in London and will report to the EMEA head of the Investment Solutions Group.

Role Responsibilities:

• Multi-asset class portfolio management including setting strategic and tactical asset allocation policy, selection of best in class investment vehicles from an open-architecture line-up and allocating across both active and index investment strategies.

• Contributions to thought leadership efforts that highlight ISG’s market insights and research relevant to clients based in EMEA.

• Client engagement both in maintaining and driving new business requiring excellent written and verbal communication skills and experience interacting with clients, prospects and gatekeepers in the model portfolio industry.

• Active participation in ongoing research efforts, process improvement, and product development.

• The Role will be fully integrated in the EMEA teams and interact closely with team members located in EMEA and globally.

• The role follows the Certification regime of the FCA.

Qualifications:

• 10 plus years of investment management experience

• BA/BS required. Advanced Degree / CFA / CAIA / FRM or progress towards, is strongly preferred

• Strong knowledge of financial assets, portfolio construction, risk management, and quantitative investment methods

• Familiarity with optimization tools and financial softwares (e.g. FactSet, Bloomberg, Axioma)

• Well-developed presentation and business writing skills

• Strong knowledge of European and UK regulations in fund management

• Positive attitude, strong work ethic, ability to execute independently yet also maintain a strong team orientation, proactive thinker with a desire to continue to learn and grow professionally

Are you the right candidate? Yes!

We truly believe in the power that comes from the backgrounds and unique 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 strong team player, you could be a great fit.

About State Street Investment Management

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management 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 Sustainable 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 Investment Management 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. Finally, our 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 Investment Management