Senior Associate, Portfolio Strategy & Asset Allocation

Insurance General Account (GA):

• Collaborate cross-functionally to derive execution plans that advance GA asset allocation, including implementation in an execution and constraint aware manner, facilitation of cash funding, and utilization of synthetic derivative-based strategies
• Coordinate within SAA to recommend and influence portfolio actions as market scenarios and asset class expectations evolve, continuously ensuring alignment between the view and positioning on both a short- and long-term basis Directly manage the GA's Completion Portfolio which spans a cash/funding mandate, a liquidity treasury ladder, a passive public equity mandate, active exposures as part of annual asset allocation (e.g., period credit overweight), and a suite of derivative strategies spanning hedging, replication, and income generation
• Facilitate providing general portfolio solutions from a "One Portfolio" perspective, bringing together portfolio expertise, asset class and structuring insight, and creative problem solving to ensure pro-active readiness regarding the organization's ability to achieve long-term asset allocation aspirations while also maintaining portfolio flexibility
• Maintain a suite of portfolio analysis tools aimed at generating a forward-looking view of the portfolio and convey market narrative and portfolio positioning to key stakeholders including the GA's Internal Investment Committee Pension:
• Support the Head of Pension in fulfilling the Plan's objective from day-to-day management to recommendation of long-term strategic asset allocation targets
• Research, recommend, and implement enhancements to overall LDI strategy as the Plan matures as well as in response to changing market and regulatory regimes
• Coordinate with stakeholders including the actuary, external managers, internal managers, Compliance, corporate Finance, and the benefits organization to ensure alignment across the economic, accounting, and regulatory view of the Plan's funded status
• Lead quarterly risk and performance reviews, prepare investment committee communications, and maintain governance documentation Insurance General Account (GA):
• Collaborate cross-functionally to derive execution plans that advance GA asset allocation, including implementation in an execution and constraint aware manner, facilitation of cash funding, and utilization of synthetic derivative-based strategies
• Coordinate within SAA to recommend and influence portfolio actions as market scenarios and asset class expectations evolve, continuously ensuring alignment between the view and positioning on both a short- and long-term basis Directly manage the GA's Completion Portfolio which spans a cash/funding mandate, a liquidity treasury ladder, a passive public equity mandate, active exposures as part of annual asset allocation (e.g., period credit overweight), and a suite of derivative strategies spanning hedging, replication, and income generation
• Facilitate providing general portfolio solutions from a "One Portfolio" perspective, bringing together portfolio expertise, asset class and structuring insight, and creative problem solving to ensure pro-active readiness regarding the organization's ability to achieve long-term asset allocation aspirations while also maintaining portfolio flexibility
• Maintain a suite of portfolio analysis tools aimed at generating a forward-looking view of the portfolio and convey market narrative and portfolio positioning to key stakeholders including the GA's Internal Investment Committee
• Support the Head of Pension in fulfilling the Plan's objective from day-to-day management to recommendation of long-term strategic asset allocation targets
• Coordinate with stakeholders including the actuary, external managers, internal managers, Compliance, corporate Finance, and the benefits organization to ensure alignment across the economic, accounting, and regulatory view of the Plan's funded status