State Street · 15 hours ago
Actuarial Investment Strategist, VP II - State Street Investment Management
Stamford
Full-time
Onsite
Senior Level
$120K/yr - $202K/yrState Street is a global leader in investment management, and they are seeking an Actuarial Investment Strategist to join their Outsourced Chief Investment Officer group. The role involves providing investment advisory services, analyzing pension liabilities, and collaborating with clients to develop strategic asset allocation plans.
BankingFinanceFinancial Services
Responsibilities
Collaborate with client OCIO Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities
Consult with clients on funding and de-risking policies, liability driven asset allocation and de-risking glide-path development
Perform ALM for pension clients and spending analysis for not-for-profit clients
Help develop long term (5+ years) customized client strategic asset allocation plans
Participate actively in the preparation and presentation of client deliverables and new client opportunities
Assess and communicate impact of current legal and regulatory environment from an actuarial perspective, and potential considerations for plan sponsors
Qualification
Required
Ability to analyze and oversee pension or related liabilities, quantitative and qualitative valuations, risk analysis, and link to client strategic asset allocation and total portfolio risk
Proven actuarial and defined benefit (DB) subject matter expertise to support various initiatives and services, including development of liability driven investing models, funded status updates, de-risking glide paths and other asset – liability management analytic services
Lead the liability assessment, spending analysis and stochastic modeling for VEBA, NDT, Endowment & Foundation and Healthcare client channels
Work closely with senior OCIO investment strategists and relationship personnel to evaluate, design, and monitor liability-based solutions for institutional clients
Incorporate capital market assumptions, asset class and liability characteristics, and funding policy into a clear-cut and executable program
Proven ability to listen, evaluate, and incorporate client objectives into the strategic asset allocation plan
Communicate with internal and external partners on complex investment activities in a clear and concise way
Collaborate with client OCIO Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities
Consult with clients on funding and de-risking policies, liability driven asset allocation and de-risking glide-path development
Perform ALM for pension clients and spending analysis for not-for-profit clients
Help develop long term (5+ years) customized client strategic asset allocation plans
Participate actively in the preparation and presentation of client deliverables and new client opportunities
Assess and communicate impact of current legal and regulatory environment from an actuarial perspective, and potential considerations for plan sponsors
Demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment
Highly organized, meets deadlines, with a strong attention to detail
Strong communication skills: verbal, written and presentation; ability to effectively communicate recommendations and rationale to internal parties and clients as well as demonstrated ability to influence outcomes
Build and maintain professional relationships with internal and external parties
Thrives in business building environment with changing priorities
Self-motivated individual with intellectual curiosity, high energy level, strong work ethic and demonstrated personal and professional integrity
Preferred
ASA designation or progress towards is desirable
Knowledge of pension actuarial formulas, methods, stochastic forecasting and valuations preferred
Knowledge and expertise with US defined benefit plan design, Asset Liability Modeling (ALM) studies, pension risk management and forecasting
UK and Canadian pension liability and actuarial modeling knowledge is also beneficial
Experience working with Moody's Analytics Pfaroe platform, DB and E&F modules, or comparable platforms is a plus
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
Founded in 1792
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
legacy.thefly.com
2026-01-22
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