Sector Research Strategist, VP

State Street

. Conduct in-depth fundamental and quantitative research on assigned equity sectors .

Posted 10/5/2026full-timeUnited StatesLead💰 $120,000 - $202,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting in-depth fundamental and quantitative research on equity sectors, utilizing advanced Microsoft Excel and AI tools for data analysis and model development. Strong ability to communicate insights through presentations and collaborate effectively with cross-functional teams.

Highest-signal resume keywords

Investment ResearchAdvanced Microsoft Excel SkillsEquity AnalysisAI Tools for Data AnalysisSecurities Licenses (Series 7, Series 63)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Fundamental ResearchQuantitative ResearchEquity FundamentalsMacroeconomic AnalysisPortfolio ConstructionDerivatives KnowledgeData AnalysisDashboard DevelopmentMarket CommentaryPresentation Development

Soft Skills

Clear WritingPresentation SkillsCollaborationCreativityAttention to Detail

Tools & Technologies

ExcelAI ToolsResearch ModelsDatabasesDashboards

Certifications & Qualifications

Series 7Series 63

Industry Keywords

Equity MarketsETF ResearchAsset ManagementInvestment StrategiesSector Insights

About the role

Key responsibilities & impact

Conduct in-depth fundamental and quantitative research on assigned equity sectors
Monitor financial markets, macroeconomic developments, sector fundamentals, ETF flows, investor positioning, and the competitive ETF landscape
Build, maintain, and improve research models, databases, dashboards, and analytical workflows using Excel, AI tools, and other technologies
Develop research, market commentary, presentations, and educational materials communicating sector insights
Develop expertise in sector ETF products and investment strategies, including exposures, use cases, and options-based approaches
Collaborate with Product, Marketing, Distribution, and Investment teams on ETF positioning, client communication, marketing initiatives, and product opportunities
Own assigned projects and recurring deliverables, balance priorities, meet deadlines, and complete work accurately

Requirements

What you’ll need

Minimum of 5 years of experience in investment research, asset management, equity analysis, ETF research, or a related field
Bachelor's degree in finance, economics, business, mathematics, statistics, or a related discipline
Advanced Microsoft Excel skills, including organizing and analyzing large datasets and building and maintaining monitors/dashboards
Experience using AI tools to improve investment research and data analysis
Strong understanding of equity fundamentals and macroeconomic dynamics
Working knowledge of equity markets, portfolio construction, and derivatives or options-based investment strategies
Experience conducting fundamental or quantitative investment research and presenting findings in written or verbal form
Ability to obtain required securities licenses, including Series 7 and Series 63, within six months of joining
Clear and concise writing and presentation skills
Ability to collaborate and work independently
Creativity, sound judgment, initiative, and ability to prioritize responsibilities
Strong attention to detail and analytical ability

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Basic life insurance
Medical insurance
Dental insurance
Vision insurance
Long-term disability insurance
Optional additional insurance coverages
Paid vacation
Paid sick leave
Short-term disability
Family care responsibilities leave
Employee Assistance Program
Incentive compensation, including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks