Develops and recommends strategies to achieve institutional investment goals of the organization and/or its institutional clients.
Creates frameworks for analyzing alternative investment and risk scenarios (e.g. overall institutional investment return, interplay of various asset classes or securities, comparative return of different markets).
Forecasts market changes based on economic and industry analyses; monitors technical trading trends.
May be responsible for developing and marketing specialized institutional asset allocation products and services.
May manage more junior staff.
Provide strategic asset allocation guidance to pension clients using stochastic and deterministic modeling approaches.
Serve as a trusted advisor and subject matter expert on defined benefit plans, leveraging actuarial and investment expertise to guide institutional clients.
Provide training and field support to internal partners such as portfolio strategists, relationship managers, and financial advisors on defined benefit plan issues.
Review liability-based reporting and analysis for existing pension clients, ensuring alignment with long-term funding objectives.
Support sales and business development efforts through analytical insights and direct engagement with prospects.
Collaborate cross-functionally with internal teams to design and implement innovative investment solutions tailored to client needs.
Stay informed on pension investment trends to provide timely and relevant guidance to clients.

Extensive knowledge of ERISA funding regulations and FASB accounting rules applicable to defined benefit pension plans; pension investment experience a plus
Bachelor’s degree in actuarial science, finance, mathematics, statistics, economics, or related field.
ASA (Associate of the Society of Actuaries) or FSA (Fellow of the Society of Actuaries) required.
Minimum 5+ years of actuarial or institutional investment experience.
CFA a plus.

Discretionary incentive eligible
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Senior Institutional Investment Strategist

Key skills