Confidential
Vice President, Actuarial Investment Strategist
Confidential, Boston, Massachusetts, us, 02108
Vice President, Actuarial Investment Strategist
About the Company
Expanding provider of investment management, research & trading services
Industry Financial Services
Type Public Company
Founded 1792
Employees 10,001+
Categories
Financial Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded Angel Investment Banking
Specialties
investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications
B2B
About the Role
The Company is seeking an Actuarial Investment Strategist to join their Outsourced Chief Investment Officer (OCIO) group. The successful candidate will be responsible for serving in an investment advisory capacity for OCIO clients, with a focus on analyzing and overseeing pension and related liabilities, conducting quantitative and qualitative valuations, and performing risk analysis. This role requires proven actuarial and defined benefit subject matter expertise to support various initiatives, including the development of liability-driven investing models and de-risking strategies. The Actuarial Investment Strategist will also lead the assessment of liabilities, spending analysis, and stochastic modeling for various client channels, and will work closely with senior investment strategists to design and monitor liability-based solutions for institutional clients.
Applicants for this role at the company should have an ASA designation or be in the process of obtaining one, with a strong preference for candidates with knowledge of pension actuarial formulas, methods, and stochastic forecasting. Experience with US defined benefit plan design, ALM studies, and pension risk management is essential, and knowledge of UK and Canadian pension liability and actuarial modeling is beneficial. The role demands a highly organized individual with strong communication skills, the ability to work independently, and a proactive approach to business development. The ideal candidate will be self-motivated, with a strong work ethic, and the ability to build and maintain professional relationships. A background in a similar role within the financial services industry, particularly in a client-facing capacity, is a distinct advantage.
Hiring Manager Title Managing Director, Head of OCIO Investment Strategy – Investment Solutions Group
Travel Percent Less than 10%
Functions
Finance Operations
About the Company
Expanding provider of investment management, research & trading services
Industry Financial Services
Type Public Company
Founded 1792
Employees 10,001+
Categories
Financial Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded Angel Investment Banking
Specialties
investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications
B2B
About the Role
The Company is seeking an Actuarial Investment Strategist to join their Outsourced Chief Investment Officer (OCIO) group. The successful candidate will be responsible for serving in an investment advisory capacity for OCIO clients, with a focus on analyzing and overseeing pension and related liabilities, conducting quantitative and qualitative valuations, and performing risk analysis. This role requires proven actuarial and defined benefit subject matter expertise to support various initiatives, including the development of liability-driven investing models and de-risking strategies. The Actuarial Investment Strategist will also lead the assessment of liabilities, spending analysis, and stochastic modeling for various client channels, and will work closely with senior investment strategists to design and monitor liability-based solutions for institutional clients.
Applicants for this role at the company should have an ASA designation or be in the process of obtaining one, with a strong preference for candidates with knowledge of pension actuarial formulas, methods, and stochastic forecasting. Experience with US defined benefit plan design, ALM studies, and pension risk management is essential, and knowledge of UK and Canadian pension liability and actuarial modeling is beneficial. The role demands a highly organized individual with strong communication skills, the ability to work independently, and a proactive approach to business development. The ideal candidate will be self-motivated, with a strong work ethic, and the ability to build and maintain professional relationships. A background in a similar role within the financial services industry, particularly in a client-facing capacity, is a distinct advantage.
Hiring Manager Title Managing Director, Head of OCIO Investment Strategy – Investment Solutions Group
Travel Percent Less than 10%
Functions
Finance Operations