ALM/LDI Senior Analyst/Manager

Location
Any Meketa US Office Location
Salary
Depends on Experience
Posted
Jul 26, 2019
Closes
Aug 25, 2019
Industry Sector
Consulting Firm
Employment Type
Full Time
Education
Bachelors

Location:  Any Meketa US office location

Summary:

Meketa Investment Group, a global investment consulting firm, is currently seeking an Asset-Liability (ALM) / Liability-driven Investing (LDI) Senior Analyst or Manager.  This individual will support client service and business/marketing to enhance and continue to develop analytics and research to our Consultants and clients.

This position reports to the Director of Research and the Principal leading the ALM/LDI effort.

Job Requirements:

  • In-depth experience in the investment industry required with relevant experience in ALM, including developing and coordinating the analytics and tools to improve deliverables
  • FSA and/or CFA charterholder preferred or progress towards the CFA® designation required –Level II or III candidates or an advanced degree in economics, finance, or statistics
  • Proven ability to gather, organize, and coordinate data from disparate sources
  • Professional and effective verbal communication skills
  • Sound understanding of economic and investment theory and practices
  • Strong quantitative and analytical skills, including facility with financial and statistical concepts
  • The ability to explain complex concepts in easily understandable language
  • Ability to work efficiently and accurately under time pressure and to meet deadlines
  • Ability to work independently and to proactively seek new responsibilities
  • Ability to work well with employees from other company departments
  • Excellent computer skills, including experience with Excel, Matlab, Bloomberg and ALM Valuation programs
  • Some experience facilitating the execution of white papers
  • Experience meeting with and evaluating overlay managers and derivative strategies

Responsibilities:

  • Developing/maintaining tools for asset-liability modeling (Public & T-H channel) & LDI (corporate channel) for existing clients
  • Support the modeling for new prospects under time-sensitive deadlines
  • Facilitate innovative research on related topics (i.e, writing white papers)
  • Progressively increasing his or her level of knowledge regarding hedging/overlay strategies, applicable manager research, and firm-specific practices
  • Work closely with other research professionals and other investment analysts when needed