Senior Investment Strategy Analyst

4 days ago

New York, New York, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled Senior Investment Strategy Analyst to join our team in New York, NY. As a key member of our Investment Actuary team, you will be responsible for developing, implementing, and advising on pension risk management strategies for clients within our US Wealth, Investment Solutions business.

Key Responsibilities
  • Help develop and implement pension risk management strategies for clients, working closely with Senior Financial Strategists to design dynamic glide paths and strategic asset allocations.
  • Provide analytical support to asset allocation processes, coordinating with Senior Financial Strategists to review portfolios and make recommendations for improvement.
  • Understand asset classes, risk, and return tradeoffs, plan design, liability features, and plan sponsor constraints to develop investment strategies that meet client needs.
  • Partner with Client Portfolio Directors to develop and present results of asset-liability studies, glide path reviews, and portfolio structure reviews.
  • Model pension liabilities and fixed income portfolios using internal and external risk models to assess risk exposures and make informed investment decisions.
  • Construct hedge portfolios to manage funded status risk and portfolio tracking error versus pension liabilities and asset benchmarks.
  • Provide analytics and research support for the expansion of our liability-driven investing toolkit and offerings.
  • Act as internal project manager to ensure timely production and delivery of quarterly reports, which describe the performance of the underlying investment funds and the progress a client is making on their dynamic de-risking glide path.
Requirements
  • Bachelor's degree or foreign equivalent in Economics, Finance, Business Administration, Mathematics, Actuarial Science, or a related field.
  • At least six years of progressively responsible post-baccalaureate experience in the position offered or a similar actuarial role.
  • Associate or Fellow of the Society of Actuaries (SOA) designation or Fellow designation in an actuarial society that the SOA has a mutual recognition agreement with.
About Mercer

Mercer is a business of Marsh McLennan, the world's leading professional services firm in the areas of risk, strategy, and people. We help clients navigate an increasingly dynamic and complex environment, and our more than 20,000 employees are based in 43 countries and operate in over 130 countries.

We are committed to embracing a diverse, inclusive, and flexible work environment, and we aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status, or any other characteristic protected by applicable law.

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