Investment Solutions Portfolio Management

About State Street

• 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 is given equal opportunities to meet their full potential regardless of their identity, origin or gender infuses our day-to-day efforts.
• It s also part of our commitment to inclusion, development and engagement, and corporate social responsibility.
• Join us.
• At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress.
• Our vision is to be a trusted partner and first investment call for every institutional investor and financial intermediary.
• In order to achieve this Mission and Vision, our Investment Solutions Group will drive delivery of a robust mix of innovative solutions to our clients, while delivering a best-in-class service experience within a culture that values diversity, collaboration, and learning.
• Who we are looking for
• We are looking for an energetic professional to be an Investment Strategist in the SSIM Investment Solutions Group (ISG).
• Based in Riyadh, Saudi Arabia, the Investment Strategist will serve in an investment advisory capacity in support of our multi-asset class business in the Kingdom and region (MENA).
• The Investment Strategist will be primarily responsible for working directly with clients and prospects as a strategic advisor formulating their overall asset allocation, portfolio construction, risk framework, governance structure and client specific Investment Policy statements as part of broad multi asset mandates.
• As a strategist, you will collaborate with our broader ISG team, notably our Manager Research team who provide manager recommendations and oversight (in public and private markets), and our portfolio management team responsible for trading client portfolios.
• The channels you will interface with include institutional and intermediary organizations.
• In a client facing capacity you will partner with our dedicated client relationship managers and interface regularly with client investment committees, boards, and staff, and be a key contributor to investment portfolio and performance reviews.
• This position reports to the managing director, Head of OCIO Investment Strategy Investment Solutions Group.
• The ideal candidate will have a demonstrated track record delivering holistic investment advice and solutions in a multi-asset framework with an institutional asset manager, OCIO, investment consultancy, wealth advisor, or asset owner.
• Why this role is important to us
• This role will contribute to State Street Investment Management strategic priority to expand in the Kingdom of Saudi Arabia and a key part of SSGA s Investment Solutions Group ( ISG ), OCIO and Model Portfolio offerings in the region.
• An important part of the Investment Strategist role is to support and help drive new business activity, as a subject matter expert, in collaboration with our business development team.
• What we value
• These skills will help you succeed in this role
• Familiarity with the needs of various asset owners, official institutions, sovereign wealth funds, endowment & foundations, pensions, financial institutions and wealth advisors in the region
• Knowledge of global capital markets, multi-class asset solutions, and supporting asset allocation modeling
• Experience in setting investment strategy to meet risk/return objectives, liabilities or spending requirements and client specific return objectives in an advisory/consultative capacity
• Local insights on asset owner governance and regulatory considerations, notably shari ah compliance
• Build positive relationships in collaboration with key internal stakeholders
• Self-motivated individual with intellectual curiosity, high energy level, strong work ethic and demonstrated personal and professional integrity
• Strong communication skills: verbal, written and presentation with ability to effectively communicate recommendations to investment committees and boards as well as demonstrated ability to influence outcomes
• Highly organized, meets deadlines, with a strong attention to detail
• Appreciation of the importance of risk excellence when representing a global financial services firm
• Maintain the highest possible fiduciary standards and ensure compliance with all internal and external requirements
• 7-10 years of industry experience
• CFA/CAIA preferred