Overview
The Solutions Strategist will support the business development, structuring, and management of L&G, Asset Management investment strategies. The Solutions Strategist is the primary liaison between prospects/clients/consultants and L&G investment disciplines.
Responsibilities
Investment Strategy:
- 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
External Engagement:
- 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
Thought Leadership:
- 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
Culture and Internal Engagement:
- 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
Qualifications
- 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, MBA and/or CFA preferred
Salary Range
$120,000 - $140,000
The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for 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, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)
