Investment Strategist in ARMONK, New York | DiversityInc Careers
 

Investment Strategist

Job Description

Investment Strategist

Investment Strategist responsible for in-depth asset allocation analyses and recommendations for the various IBM Pension Plans worldwide with approximately $85B of total assets. This person will also be looked to as the key analytics expert in employing market-leading risk tools such as Blackrock Aladdin as well as various in-house excel-based models.

Responsibilities

  • Perform portfolio analysis to ensure current allocations optimize desired risk and return objectives
  • Perform analyses revisiting the funds' objectives periodically, and perform what-if analyses on ways to modify allocations and asset-liability match
  • Prepare annual investment strategy
  • Monitor funds' risks using vendor tools and in-house excel tools, and also enhance monitoring objectives and processes
  • Prepare and deliver presentations to the investment committee on a variety of strategy, market and risk topics



Required Technical and Professional Expertise

  • Bachelor's Degree in Finance or Economics with CFA Designation (Preferred: Masters in Finance or Economics with quantitative/analytical focus)
  • Must have advanced skills with at least 5 years’ experience in the below areas:
  • Excel: Building models in investments, portfolio construction and asset-liability matching areas
  • Ad-hoc analyses: Performing complex analyses related to portfolio return, risk, and what-if scenario analyses
  • Data Providers: Employing Factset and/or Bloomberg in building models and performing analyses
  • Strong background in all major asset classes and benchmarks
  • Make a strong contribution in a collaborative team-oriented environment, solid communications and interpersonal skills


Preferred Tech and Prof Experience

  • Master's Degree in Finance
  • At least 3 years experience in investment strategy and/or risk management, with solid understanding of modern portfolio theory, risk management concepts, portfolio construction and optimization techniques
  • At least 2 years experience in alternative investments, including hedge fund strategies, commodities, private equity and private real estate
  • At least 2 years experience in liability-driven investing, and a solid understanding of fixed income investments
  • Basic knowledge in working with an institutional Investment Committee


EO Statement
IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.