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Investment Steering Specialist

2 months ago


New York, New York, United States Swiss Re Full time
About the Role

We are seeking a highly skilled Investment Steering Specialist to join our Asset Management team at Swiss Re. As a trusted advisor, you will play a critical role in crafting and implementing our overall investment strategy, ensuring alignment with our clients' needs and regulatory requirements.

Key Responsibilities:
  • Analyze and Implement Investment Strategy: Develop and execute a comprehensive investment strategy that considers capital and regulatory regimes, liquidity, tax, and other implications.
  • Prepare Investment Results and Strategy Proposals: Create support materials and analysis to present investment results and strategy proposals to key stakeholders.
  • Collaborate in Steering Group's Asset Liability Management (ALM): Work closely with the ALM team to consider implications across various accounting bases, including local statutory, IFRS, and other regulatory requirements.
  • Craft and Update Legal Entity Investment Guidelines: Develop and maintain investment guidelines for approval by the Local CFO and the Board of Directors.
  • Supervise Legal Entity Investment Activity: Monitor and oversee investment activity, ensuring alignment with the Group and Business Unit strategies.
  • Support Asset Class Specific Investment Mandates: Collaborate with Portfolio Managers to define investment benchmarks, return objectives, and risk limits.
About the Team

The Investment Steering team plays a vital role in managing the assets of Swiss Re. As a member of this team, you will work closely with our global team and other stakeholders to drive investment decisions and strategies.

About You

We are looking for a highly skilled and experienced professional with a strong background in investment analysis and strategy. The ideal candidate will have:

  • Strong Analytical and Communication Skills: Excellent analytical and communication skills, with the ability to present complex investment strategies and results to stakeholders.
  • Investment Knowledge and Experience: Proven experience in investment analysis and strategy, with a strong understanding of major asset classes, investment types, and risk management models.
  • Business Acumen: Strong business acumen, with the ability to understand the needs of our clients and regulatory requirements.

We offer a competitive salary range of $92,000 to $144,000 for this position, depending on location and experience. At Swiss Re, we take a total compensation approach, considering all components of compensation in our decision-making process.