Who we are looking for
The Sector Research Strategist provides investment research and competitive product positioning as part of the Sector ETF Research team. The role is based in Hong Kong and will focus on how to best position sector ETFs and employ them in investor portfolios within the Hong Kong market. This position champions the strategic growth of State Street’s sector ETF products across Hong Kong and surrounding Asia Pacific regions, by demonstrating the expertise of our investment teams and augmenting that with their own proprietary research related to sector investment strategies, sector outlooks, sector ETF competitive analysis as well as methods to analyze sectors from a fundamental and quantitative perspective, while working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership.
Why this role is important to us
At State Street Investment Management, we draw from our global scale and market-tested expertise to create original solutions and better outcomes for our clients and the world’s investors. The team you will be joining is, one of the biggest asset managers in the world, that provides services to the world’s institutions, financial professionals, and individual investors. Every day, our people create investment solutions that help investors save for their futures, advisors take care of their clients, universities fund their endowments, and government secure people's retirements.
Join us if you want to make your mark in global asset management and make an impact on the world's investor.
What you will be responsible for
As a Sector Research Strategist you will
Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research, thought leadership and perspectives on sectors to clients and prospects.
Use strong investment merits to enhance the product positioning of State Street’s family of sector ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies – including derivative oriented approaches
Use expertise and market views to lead input for sector marketing campaigns, messaging, and initiatives across various client segment audiences
Generate investment thought leadership for a wide breadth of investors and sector topics that helps to educate our clients and promote sector ETFs relative to other investment strategies and vehicles
Articulate in-depth investment processes and provide ongoing updates on sector product positioning opportunities, as well as work with product development teams to assist in any range management objectives
Championing the strategic growth of State Street’s sector ETF products across Hong Kong and surrounding Asia Pacific regions
Have some client-facing opportunities to promote their work and insights, including at conferences where applicable.
What we value
These skills will help you succeed in this role
The ability to discuss fundamental and quantitative investment concepts, as well as have a considerable understanding of portfolio construction techniques, including implementation strategies
A complete understanding of the benefits of the ETF structure and how it functions in the secondary and primary markets
Have an in-depth understanding of total portfolio construction investment theory, macroeconomic policy, and experience with sector use cases
Knowledge of fundamental as well as quantitative investment techniques and an understanding of the use of derivatives in-and-out of the context of ETFs
Strong written and communications skills for frequent external and internal presentations.
The capacity to develop and sustain strong working partnerships with our marketing, product and investment teams
Education & Preferred Qualifications
Minimum 7-10 years of investment experience, ideally with experience in the Hong Kong market
CFA or CAIA, and/or MBA required
Current securities licenses (Series 7 and Series 63) preferred or the ability to attain
Clean compliance and U4 record required
Knowledge of Bloomberg, FactSet and Morningstar Direct
Knowledge of equity markets and portfolio construction
Critical understanding of financial theory and empirical research
In-depth knowledge of ETFs and competing investment vehicles
Excellent communication and written skills
Ability to work with and influence internal and external stakeholders
Positive, collaborative attitude with a strong team orientation
Available for travel 10-15%
Are you the right candidate? Yes!
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.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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. And our wealth of 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.
Discover more at StateStreet.com/careers