Lead enterprise strategic asset allocation (SAA) across product segments, including target-setting, constraints, and rebalancing frameworks.
Oversee ALM policy, integrating interest-rate, credit, liquidity, and liability-driven metrics across IFRS/GAAP/Statutory/Bermuda views.
Establish investment risk and assumption frameworks, including return expectations, credit loss/prepayment, alternative return assumptions.
Direct enterprise stress testing, scenario design, and crisis playbooks with clear capital/liquidity escalation actions.
Guide portfolio optimization and surveillance, including look-through analytics, relative-value frameworks, and tactical adjustments.
Embed investment assumptions into pricing, earnings plans, and capital-efficient product designs, partnering with Actuarial and Product.
Lead investment support for reinsurance and M&A initiatives, including asset segmentation, diligence, and post-close integration.
Manage rating-agency engagement, crafting the investment narrative and coordinating materials for reviews, updates, and surveillance.
Chair the asset assignment process - define transaction review standards, portfolio acceptance criteria, and manager execution guardrails.
Drive integration of multi-manager/OCIO/affiliated AM operating models and ensure clarity of ownership across investment activities.
Lead investment governance routines and produce investment committee and board-level materials with clear, actionable insights.
Mentor and develop a team of strategists/analysts, fostering analytical rigor, communication excellence, and culture of disciplined execution.

Requirements

15+ years of experience in insurance investing with direct SAA/ALM or investment strategy leadership
Bachelor's degree in finance, economics, actuarial science, or related field
Deep understanding of life insurance liabilities, capital frameworks (RBC/Bermuda), and rating-agency methodologies
Expertise across fixed income, structured products, and private credit, including risk/return drivers and portfolio integration
Strong command of investment modeling, scenario design, and optimization, with working knowledge of Python/SQL or similar tools preferred
Executive-level communication skills; proven ability to present to boards, rating agencies, risk committees, and senior leadership
Track record building or enhancing strategy governance, including policies, playbooks, and cross-functional decision frameworks
Demonstrated leadership in multi-manager/OCIO or delegated investment models and asset assignment governance
Enterprise mindset with the ability to sequence transformation (foundation → bridge structures → long-term partnerships)
Proven ability to lead teams, manage complex workflows, influence senior stakeholders, and drive execution in a regulated environment
Graduate degree in finance, economics, actuarial science, or related field (preferred)
Chartered Financial Analyst (FA) (preferred)
Fellow of the Society of Actuaries (FSA) (preferred)
Financial Risk Manager (FRM) (preferred)

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

strategic asset allocationasset-liability managementinvestment risk frameworksportfolio optimizationinvestment modelingscenario designcapital frameworksfixed incomestructured productsprivate credit

Soft Skills

executive-level communicationleadershipmentoringanalytical rigorinfluencing stakeholderscross-functional decision makingteam managementpresentation skillsexecution in regulated environmentsfostering culture

Certifications

Chartered Financial AnalystFellow of the Society of ActuariesFinancial Risk Manager