Senior Institutional Investment Strategist

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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. Background: Typically has institutional portfolio management experience, but does not currently have direct institutional portfolio management responsibility. Ten or more years of institutional investment experience. Seasoned strategist capable of independently completing complex analyses.

The Director, Senior Institutional Investment Strategist serves as a subject matter expert in defined benefit (pension) plans, providing strategic asset allocation guidance and consultative support to institutional clients. This role combines deep actuarial expertise with investment strategy to deliver liability-driven solutions, support new business development, and enhance client outcomes through data-driven insights and market analysis.

Responsibilities:

• 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.
• Expertise in actuarial consulting for pension plans .
• Strong understanding of economic markets and institutional investment strategies.
• Advanced data analysis and modeling skills.
• Exceptional interpersonal and communication skills (written and verbal).
• Leadership ability and self-motivation to drive initiatives independently.

Tools & Technologies:

• Proficiency in Microsoft Office Suite .
• Experience with VBA and R programming for modeling and analysis.

Required Qualifications

• 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.

Desired Qualifications:

• Actuarial exams passed

Shift:

Hours Per Week: