Overview
In this senior, global role you lead a Client Portfolio Management team within State Street Global Investors' Systematic Equity platform, shaping investment positioning and client engagement. You will act as the face of the investment capabilities to clients and prospects, coordinating with Distribution, Product, and Marketing to ensure consistent messaging. You drive thought leadership, collateral development, and high-touch servicing across Index, Enhanced, Active, and Customized Equity. This role blends investment expertise with commercial impact to advance the firm’s global business and client relationships.
Pay / Benefits
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
Responsibilities
- Lead and develop a global team of Client Portfolio Managers across Index, Enhanced, Active, and Customized Equity.
- Set priorities for client engagement, investment positioning, thought leadership, and collateral development.
- Partner with Distribution to identify market opportunities and support new business development.
- Retain at-risk business and address complex client needs in collaboration with Portfolio Management and Distribution.
- Represent SSIM in client, consultant, and prospect meetings and during portfolio reviews.
- Explain investment philosophy, processes, positioning, performance drivers, and market developments to sophisticated audiences.
- Oversee creation of white papers and presentations to educate investors and advance SSIM capabilities.
- Foster cross-functional coordination with Investment, Distribution, Product, and Marketing for consistent messaging and execution.
- Provide internal and external subject matter expertise as a credible Systematic Equity representative.
- Support high-touch clients with tailored investment content and servicing requirements.
- Monitor market dynamics to keep product positioning timely and differentiated.
- Travel extensively to support clients, prospects, and partners.
Key requirements
- 7–10 years of relevant investment industry experience; portfolio management experience preferred.
- Proven track record leading high-performing, global teams.
- Strong understanding of financial theory, empirical research, equity processes, and institutional portfolio management.
- Experience with statistical/analytical tools including Axioma, FactSet, and Morningstar Direct.
- Exceptional written and verbal communication with ability to explain complex concepts persuasively.
- Credibility engaging with sophisticated institutional clients, consultants, and executives.
- Ability to influence across the organization and build internal/external relationships.
- Strong business development, planning, prioritization, and execution skills.
- Collaborative leadership style with initiative, judgment, and accountability.
- Relevant academic qualifications and/or professional designation; experience in a client-facing investment role preferred.
- clear and compelling communication
- influence and relationship building
- collaborative, team-oriented leadership
- Axioma
- FactSet
- Morningstar Direct
Systematic Equity – Head of Client Portfolio Management – Managing Director in London employer: State Street Bank
State Street Global Technology Services is an exceptional employer that prioritises employee growth and inclusivity, offering a dynamic work environment in London. With a strong commitment to professional development, flexible work-life balance, and vibrant employee networks, we empower our team members to thrive while driving impactful change in the financial services sector. Join us to be part of a culture that values collaboration, accountability, and innovation, ensuring that every voice is heard and every contribution matters.
