Director, Investment Strategist
2 weeks ago
Director, Investment Strategist
Job Summary:The Director, Investment Strategist will play a key role in the Multi-Asset Solutions Team, responsible for coordinating the implementation and management of custom liability driven investment solutions. This includes preparing analyses to support asset allocation and asset/liability solutions advice to institutional clients, contributing to the growth of the overall multi-asset solutions business, and collaborating closely with Portfolio Managers to ensure portfolios meet client objectives across all custom solutions.
Main Responsibilities:- Engage actively in the implementation, management, and oversight of custom LDI solutions.
- Develop and review client LDI solutions in a timely manner.
- Model client liabilities and establish custom benchmarks.
- Monitor and adjust client mandates to align with investment strategies and objectives.
- Document mandates and parameterize them in our proprietary modeling system.
- Ensure the quality and consistency of client mandates and solutions.
- Collaborate closely with Portfolio Managers to ensure portfolios meet client objectives across all custom solutions.
- Provide analyses and insights to support strategic advice on investment solutions to current institutional clients and prospects.
- Conduct asset allocation and ALM studies.
- Maintain the quality and clarity of presentations for clients and prospects.
Education: Actuarial designation (FCIA, FSA, ASA, etc.) or graduate degree in a quantitative field.
Experience: Minimum of 10 years of experience in institutional investment solutions, asset/liability management, insurance or pension consulting, or related fields.
Key Competencies:
- In-depth expertise in asset allocation, portfolio construction methods, and asset-liability stochastic projections.
- Extensive familiarity with both public and private asset classes, as well as financial products and derivatives.
- Solid understanding of pension and insurance regulations, along with funding and pricing techniques.
- Proficiency in programming languages such as Python, Matlab, SQL, and/or VBA.
- Advanced knowledge of Microsoft Office applications.
- Excellent communication abilities.
- Fluency in both written and spoken English and French.
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