Wealth Investment Research & Due Diligence AVP

State Street; New York (NY); À distance; USD 100 000 - 168 000; Plein temps

Avantages offerts par ce poste

401K with company match

Comprehensive health insurance

Paid time off including vacation andS

Employee Assistance Program

Résumé du poste

State Street Investment Management seeks an AVP to join the Home Office Research & Due Diligence team, supporting onboarding, due diligence, and model allocation across intermediary platforms within US Wealth.

You will partner with National Account Managers and product partners to understand client needs, coordinate research efforts, and position SSIM investment solutions including ETFs and model portfolios. Office-based with some flex work.

Qualifications

• Bachelor’s degree required.
• Series 7 and 63/65 licenses required.
• 3-5 years in asset management or related roles preferred.
• Familiarity with ETFs and model portfolios; strong market understanding.

Responsabilités

• Support and advance product onboarding and research placement across intermediary relationships, expanding availability of SSIM’s investment solutions.
• Build and maintain relationships with home office research, due diligence, and investment teams to understand firm processes and platform requirements.
• Coordinate onboarding and expansion opportunities, supporting due diligence, data delivery, and product positioning.
• Prepare due diligence materials and respond to client research requests to advance SSIM products onto lists.
• Support senior colleagues on large relationships by coordinating research initiatives and platform opportunities.
• Partner with cross-functional teams to deliver coordinated coverage and ensure research activities support account and sales priorities.
• Develop client presentations and investment reviews that clearly communicate investment philosophy and competitive advantages.
• Monitor platform developments and industry trends to identify new opportunities and support business planning.

Connaissances

Analytical skills

Communication skills

Client relationship

Cross-functional collaboration

Detail-oriented

Formation

Bachelor’s degree

Series 7/63/65 licenses or CFA/CIMA preferred

Outils

ETF knowledge

Model portfolios

Description du poste

State Street Investment Management seeks an AVP to join the Home Office Research & Due Diligence team, supporting onboarding, due diligence, and model allocation across intermediary platforms within US Wealth.

You will partner with National Account Managers and product partners to understand client needs, coordinate research efforts, and position SSIM investment solutions including ETFs and model portfolios. Office-based with some flex work.