Stephen Oleary
Uk Institutional Sales & Strategic Partnerships, Director @State Street Investment Management
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WORK HISTORY
Uk Institutional Sales & Strategic Partnerships, Director @State Street Investment Management
London, GB
Role is responsible for the development of new SSIM institutional relationships across the UK retirement sector, with an emphasis on the formation of Strategic Partnerships, covering SSIM\'s largest and highest profile investment relationships and institutional business development activity in the UK.Business related e-mail: stephen_o\'l••••@statestreet.com
EDUCATION
Investment Management Certificate
CFA Society
University of Essex
Law Degree (Hons) (LLB)
The University of Law
Legal Practice Course (LPC) - Corporate Law, Professional Law Qualification
SKILLS
ABOUT STEPHEN OLEARY
Thanks for visiting my profile.I’m an experienced professional in the asset management industry, specialising in developing and maintaining strategic relationships across the UK retirement sector. I support organisations that aggregate retirement assets, including OCIO providers, DB/DC master trusts, consolidation vehicles, and bulk purchase annuity providers.At State Street Investment Management, the asset management arm of State Street. I serve as a senior member of the Strategic Partnerships team, following my previous role leading the UK Institutional Sales team. Recent initiatives have included:• Launching custom funds with bespoke index design• Onboarding over 20+ LDI segregated mandates• Designing, launching, and implementing client-led diversified growth/fund-of-funds solutions• Developing sub-advisory structures for third-party funds• Structuring co-distribution partnerships Capabilities• Designing and launching custom fund structures, including: • Sub-advisory solutions • Building-block fund offerings • Multi-asset fund-of-funds strategies • Structuring and implementing beta partnerships and preferred provider arrangementsProduct & Exposure Specialties • Equity and fixed income index strategies • Liability-driven investing (LDI) • Smart beta and factor-based strategies
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