Vista previa generada por IA
Associate, Quantitative Investment Strategist in New York at Brookfield Wealth Solutions.
Lead portfolio optimization and ALM across diverse asset classes.
Location
Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Wealth Solutions
Brookfield Culture
Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Job Description
Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. The Quantitative Investment Strategy team collaborates closely with portfolio management, investment, and M&A teams to build a robust asset allocation framework. We design and implement models that enhance decision-making and support effective investment management. Key responsibilities include optimizing portfolios to align with diverse liability profiles and regulatory regimes, and monitoring portfolio performance to identify tactical asset allocation opportunities. We are seeking an Associate to join our team. In this role, you will play a hands‑on, critical role in researching, developing, and implementing ALM, asset allocation, relative value and rebalancing strategies. You will work cross-functionally with portfolio management, sector specialists, capital, actuarial, and risk teams to implement new investment strategies that align with enterprise risk appetite and comply with regulatory requirements across multiple jurisdictions.
Key Responsibilities
- Develop asset allocation solutions for the investment portfolio, and perform optimizations focused on asset‑liability management, return enhancement, and capital efficiency
- Monitor investment activities, including exposures, capacities, liquidity, sector allocations, and concentration risks
- Conduct research on capital market assumption models, enhance existing quantitative processes, and develop new financial models and optimization techniques
- Recommend trading and rebalancing strategies to improve portfolio performance, capital deployment, and overall balance sheet management
- Evaluate relative value and rebalancing opportunities across credit and other fixed income asset classes
Requirements
- 4+ years’ experience in an investment role, preferably in cross‑asset strategies and portfolio constructions
- Advanced degree in finance, financial engineering, statistics or similar quantitative field from a top university
- Strong understanding of quantitative portfolio construction and optimization techniques (including that of fixed income and liability‑hedging portfolios)
- Extensive experience and expertise in both top‑down and bottom‑up investment analysis, including ALM for onshore and offshore portfolios, strategic/tactical asset allocation, multi‑strategy investing, and fixed income portfolio management.
- Solid programing skills in Python, SQL, Excel/VBA
- Ability to clearly articulate ideas, both written and oral, to internal and external audiences across levels of seniority; strong Excel, Word, and PowerPoint skills are essential
- Capital markets knowledge with experience in a variety of asset classes including corporate bonds, securitized products, mortgage loans and derivatives.
- Ability to multi‑task and work in a very fast‑paced and team‑oriented environment
- Experience in an insurance CIO office is a plus
- CFA designation is a plus
Salary Range
Salary Range: $150,000 - $180,000
Our compensation structure
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designation #LI-MW1 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.