Asset Allocation Strategist

Russell Investments
Seattle, WA, USA
Competitive Base and Bonus
Nov 29, 2018
Jan 29, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Key responsibilities include:

  • Asset-liability modeling for defined benefit plans. Asset allocation and spending study modeling for endowments and foundations.
  • Strategic asset allocation review presentations to institutional clients
  • Thought leadership, including writing white papers and blog posts on institutional risk management topics. Speaking assignments at internal at industry conferences.
  • Development and communication of asset allocation best practices and coordinating efforts with portfolio managers
  • Working with Consultants and Client Executives to address strategy needs for clients
  • Development and maintenance of proprietary asset-liability tools
  • Validation of proprietary funded status monitoring systems
  • Support for quarterly reporting of funded status changes, including asset/liability change attribution
  • Training of internal colleagues and clients on DB-related topics

Successful candidates must demonstrate the following:

  • Professional credentials: Pension actuarial credentials (ASA or FSA required; EA required); CFA Charterholder (or progress toward this credential) strongly preferred
  • Bachelor's degree or higher in Mathematics, Economics, Statistics or Actuarial Science. Alternatively, demonstrated ability in this subject matter.
  • Experience in asset-liability modeling and deep understanding of defined benefit plan funding laws and accounting standards
  • Exceptional analytical abilities with 5+ years of experience in data analysis and simulation modeling
  • Strong oral and written communication skills with experience presenting complex topics to institutional clients
  • Demonstrated ability to write papers and/or blog posts in an intelligent and compelling manner
  • Proficiency and extensive experience in Excel, including VBA coding
  • Collaborative and proactive team player, with ability to work constructively with colleagues
  • Ability and desire to meet with clients in person, including some travel (on average 1-2 business trips per month)