Solutions Strategist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Legal & General · 8 hours ago

Solutions Strategist

Legal & General is a major investor across public and private markets worldwide, seeking a Solutions Strategist to support business development and management of investment strategies. The role involves liaising with clients and consultants, developing investment strategies, and producing thought leadership content.

Financial Services

Responsibilities

Develop and oversee prospect/client strategies to ensure they are optimized for prospect/client-specific investment objectives and constraints
Develop and maintain broad knowledge of current investment market, economic issues, building block strategies, and L&G firm views, and in-depth specialist knowledge in product focus area (AFI, LDI, Private Credit, Multi-asset, Equity Solutions)
This role will have a particular focus on our investment grade active fixed income offering
Maintain a detailed understanding of market instruments applicable to the assigned clients/sectors
Oversee development of systems for modeling/monitoring risk where appropriate
Model the outcomes of different asset and derivative strategies to determine suitable investment strategies with an asset-liability context
Prepare and deliver presentations to internal leadership, investment consultants, clients and prospects
Oversee periodic update of marketing collateral and actively participate in effort to create new material to commercialize L&G's active fixed income offering
Identify and execute opportunities to expand and enhance strategic client partnerships where appropriate
Communicate with client and its stakeholders on all areas of our partnership, including investment strategy, performance attribution, macroeconomic landscape and L&G firm structure via engagements
Use technical expertise to explain the outcomes of analysis for prospecting engagements and with our consultant partners
Work with the prospect/client and L&G investment teams to adopt mutually acceptable investment guidelines
Respond in timely, comprehensive manner to ad hoc prospect, client, consultant and third party requests related to the investment strategy
Work closely with distribution, account management, and onboarding teams to establish and implement client mandates
Partner with Investment teams to produce and publish research/white papers that demonstrate L&G thought leadership innovation and support our value proposition to the marketplace
Produce written market commentary for (monthly, quarterly) dissemination to prospects/clients/consultants as appropriate (function specific)
Represent L&G at conference speaking engagements where appropriate
Partner with Product group where appropriate to facilitate and support new product development and launch
Maintain and promote client centric solutions-focused culture
Work collaboratively and constructively with L&G internal groups on a day-to-day basis
Promote information sharing and leveraging new ideas and best practices across the firm
Development and mentoring of colleagues
Offering support and assistance to other Strategists
Teamwork (own contributions and enhance contribution of others), including product management and contribution to the evolution of LGIMA’s product and solution offerings

Qualification

Investment management experienceInvestment products knowledgeCorporate finance knowledgeMBACFACommunication skillsSelf-starterTeam player

Required

Broad knowledge covering investment products, the pension industry, and corporate finance
Excellent oral and written communication skills
Self-starter and team player
7+ years investment management experience
Bachelor degree required

Preferred

MBA
CFA

Benefits

Health insurance with an optional HSA
Short term disability
Long term disability
Dental insurance
Vision care
Life insurance
Healthcare
Dependent and Limited Care Flexible Spending Accounts
401K
Vacation
Sick time
An employee assistance program
Commuter and transit programs
Supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance
Pet insurance

Company

Legal & General

company-logo
Legal & General is a leading UK financial services group and major global investor.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Joseph Stefanacci
Sr. NOC Operator
linkedin
Company data provided by crunchbase