Job FamilyTreasury, Capital Management and Asset Liability Management
Job Description SummaryThe Head of Strategic Asset Allocation and ALM will own the strategic asset allocation (SAA) framework and guide asset-liability management (ALM) policy. You will be responsible for developing and implementing the asset allocation framework that translates enterprise risk appetite and requirements into actionable portfolio design for the general account and surplus. Drawing on deep collaboration with Actuarial, Finance, Risk, and Product areas, you will turn macro views and liability insights into capital efficient portfolios and executable roadmaps.
Job Description Responsibilities
- Lead enterprise strategic asset allocation (SAA) across product segments and the total General Account, 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.
- 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.
- Provide investment support for reinsurance and M&A initiatives, including asset optimization, diligence, and post-close integration.
Qualifications
- 10+ years of experience in insurance investing with direct SAA 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, management committees, and senior leadership
- Proven ability to manage complex workflows, influence senior stakeholders, and drive execution in a regulated environment
Preferred Qualifications
- Graduate degree in finance, economics, actuarial science, or related field
The Salary for this position generally ranges between $250,000 - $275,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation 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
