Senior Equity Strategist, Vice President

Senior Equity Strategist, Vice President

Full-Time 80000 - 100000 £ / year (est.) No working from home possible
CFA Institute

At a Glance

  • Tasks: Conduct equity research and create insightful reports for investment strategies.
  • Company: Join State Street, a leader in financial markets with a focus on innovation.
  • Benefits: Enjoy flexible work options, inclusive development opportunities, and vibrant employee networks.
  • Other info: Diverse backgrounds are valued; apply even if you don't meet every requirement.
  • Why this job: Make an impact in capital markets from day one while collaborating with industry experts.
  • Qualifications: 10+ years in equity investment strategy, strong analytical skills, and a passion for finance.

The predicted salary is between 80000 - 100000 £ per year.

The Strategist will be based in London and the key responsibility will be to provide Equity research support for the Equity Strategy team, as part of the broader Macro Strategy team. The role of the Macro Strategy team is to support the growth in State Street's Markets business. It combines our unique capabilities in data and analytics to better serve our clients and build relationships with new customers. The aim of the group is to create and apply a full spectrum of proprietary indicators, tools and ideas that enable our clients to identify opportunities, develop new perspectives and make more informed investment decisions in the global asset markets. This role can be performed in a light hybrid model, where you can balance work from home and office to match your needs and role requirements. However, four day a week office attendance is a requirement.

The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSM. As our investment research and trading arm, SSM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

As an Equity Strategist you will:

  • Be expected to author bespoke research reports on a range of equity investment topics, assessing equity markets at a country, sector, industry group and industry level, in addition to assessing the role and weight of equities within asset allocation strategies.
  • Create and deliver exceptional presentations to clients and at regular research conferences and industry events. The role will require client travel within months of start date.
  • Work closely with the rest of the Macro Strategy team to both contribute to discussion of broad investment regimes, as well as taking their implications for forming equity recommendations.
  • Compile and distill inputs from vast information sets and complex relationships, into a clear and focused investment thesis combining fundamental, quantitative, and proprietary indicators into their analysis.
  • Provide commentary incorporating SSM's proprietary measures of investor behavior, risk and inflation indicators.
  • Collaborate with award winning academics and industry practitioners and present work at industry conferences.
  • Manage multiple projects relating to team processes, in a drive to achieving greater efficiency in research engagement, while maintaining strict attention to detail.

These skills will help you succeed in this role:

  • Candidate should be a self-driven, energetic and creative thinker with a strong curiosity about the financial markets and the interactions of the relevant variables therein.
  • Candidate should be able to display a broad understanding of economic and political factors that impact on financial markets.
  • Familiarity with investment analysis, valuation and factor investing are essential, as are understanding of broader macro investing / asset allocation.
  • Strong written communication skills. One of the core functions is the generation and co-ordination of written research. The ability to write clear, concise, and digestible research is critical.
  • Strong quantitative skills. The candidate should be highly numerate with a strong familiarity with statistical techniques.

Education & Preferred Qualifications:

  • Strong academic background in economics, finance or statistics/data science, attaining a minimum of a bachelor's degree.
  • Passage of CFA Level 3 will be viewed favourably.
  • 10+ years' of client-facing experience in financial markets working on equity investment strategy, or macro strategy with an equity focus. Candidates from both buy- and sell-side institutions will be considered.
  • Extensive experience with Bloomberg, Word, Excel and PowerPoint required.
  • Comfort with Bloomberg BQL; DataStream and Python is preferred.

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

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. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Senior Equity Strategist, Vice President employer: CFA Institute

State Street is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee development, flexible work-life balance, and a culture that values diversity, employees are empowered to reach their full potential while contributing to impactful equity research. Join us to be part of a team that shapes the future of capital markets and supports your professional growth through inclusive opportunities and vibrant networks.

CFA Institute

Contact Details:

CFA Institute Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Equity Strategist, Vice President

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like CFA Institute. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Equity Strategist, Vice President

Equity Research
Investment Analysis
Valuation
Factor Investing
Macroeconomic Understanding
Quantitative Skills
Statistical Techniques

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CFA Institute.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on CFA Institute's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at CFA Institute

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CFA Institute.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at CFA Institute will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former CFA Institute employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.