Director, Investment Strategist

2 weeks ago


Montreal, Quebec, Canada Manulife Full time
Job Title:

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:
  1. Engage actively in the implementation, management, and oversight of custom LDI solutions.
  2. Develop and review client LDI solutions in a timely manner.
  3. Model client liabilities and establish custom benchmarks.
  4. Monitor and adjust client mandates to align with investment strategies and objectives.
  5. Document mandates and parameterize them in our proprietary modeling system.
  6. Ensure the quality and consistency of client mandates and solutions.
  7. Collaborate closely with Portfolio Managers to ensure portfolios meet client objectives across all custom solutions.
  8. Provide analyses and insights to support strategic advice on investment solutions to current institutional clients and prospects.
  9. Conduct asset allocation and ALM studies.
  10. Maintain the quality and clarity of presentations for clients and prospects.
Requirements:

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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