Multi-Asset Portfolio Strategist

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Date: Sep 3, 2021

Location: New York, NY, US

Company: New York Life Insurance Co

 

 

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 

 

New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

Opportunity

The role is within NYLIM’s Multi-Asset Solutions Group (“MAS”), NYLIM’s multi-asset specialists with over $11.0 billion in assets under management as of June 2021. MAS is primarily responsible for managing a range of multi-asset solutions for both retail and institutional investors as well as providing global economic thought leadership. The team reports directly into NYLIM’s Chief Investment Officer.

We currently have a position open in our New York location for a highly skilled portfolio strategist   who will be focused on providing timely and relevant thought leadership to (1) drive multi-asset portfolio management decisions and (2) to support NYLIM’s marketing and sales organizations across retail, institutional, and international channels. The portfolio strategist will also support MAS’s external communications responsibilities in building NYLIM’s brand recognition. The position will report to the team’s Director of Portfolio Strategy.

Responsibilities include but are not limited to:

  • Developing capital markets perspectives, portfolio strategy, and trade ideas through original research
  • Leveraging perspectives to drive portfolio management decisions and product recommendations
  • Communicating priority ideas with NYLIM’s sales force, clients, financial advisors, and other business partners through different mediums such as blogs, white papers, podcasts, and presentations
  • Expanding on priority themes through coordination with CIO and investment management teams
  • Writing for the firm’s flagship publications, blogs and other reports; generating visibility for published work 
  • Generating use cases for MAS’s investment products in different client channels; developing and delivering materials to support retail and institutional marketing activities
  • Growing MAS’ brand profile with clients, prospects, and the general public

Job Requirements:

  • 8-10 years of highly relevant work experience
  • Direct experience in asset management or strong interest in applying relevant skills to the asset management industry
  • Fundamental understanding of macroeconomics and the asset management industry
  • Fundamental understanding of investment products, including equity, fixed income, alternative, and private assets
  • Strong creative writing skills; ability to conduct original research and to craft economic and market narratives
  • Translate research into content that is applicable to sales individuals and financial advisors
  • Attention to detail a must
  • Bachelor’s degree; pursuit of CFA, MBA or other forms of continued learning a plus
  • Highly competent with Excel, PowerPoint and Word, as well as industry tools such as Bloomberg
  • Comfortable with building relationships across research, portfolio management, sales, and marketing organizations
  • Comfortable with senior audiences
  • Ability to work collaboratively to achieve team objectives
  • Ability to handle multiple projects simultaneously and complete them on time
  • Insurance industry or other institutional asset management experience a plus

 

Submission requirements:

  • Writing samples from prior work experience may be requested.

Job Requisition ID: 84610

 

 

 

 

 

 

 


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