LDI PRODUCT SPECIALIST

Income Research + Management is a Boston-based, privately owned, investment grade fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients.



Founded in 1987 and located in the heart of Boston's financial district, IR+M employs 170+ full time professionals and currently manages $75+ Billion in assets. IR+M has a fast-paced, open office environment that is driven by a motivated and collaborative workforce. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.



Income Research and Management seeks an individual with an actuarial and/or mathematical background to join the Product Management Team (PMT) to assist in quantitative and qualitative analysis with a focus on LDI (liability driven investing) and other custom solution projects. It is expected that this individual will act as a liaison between the Investment Team and the Client Service Team. Responsibilities may involve travel for face-to-face client meetings and some marketing responsibility.



Responsibilities:





  • Assist LDI Team in creating custom solutions for various client situations


  • Work closely with Investment Team to create model portfolios, analyze asset/liability matching, perform scenario analysis


  • Participate in client, consultant and prospective client meetings


  • Support PMT with communication and marketing requests and/or special projects, including development of LDI marketing materials


  • Interpret plan documentation and determine implications of plan design on investments


  • Model client liabilities in the context of an asset/liability framework


  • Understand current pension law, review ongoing policy and regulatory changes, and discuss pension policy and issues as they relate to investing


  • Serve as a technical resource on PPA funding rules, accounting standards, etc.


  • Work closely with Client Portfolio Team to develop custom reporting solutions




 



  • Strong background in actuarial and/or statistical work; knowledge of actuarial formulas, methods, forecasting and procedures


  • Experience with defined benefit plan design, needs, liability modeling and forecasting, risk management and strategic asset allocation


  • 8+ years of industry experience working with retirement plans, insurance company assets, or in a related OCIO or consulting role


  • 3+ years of experience working in an actuarial capacity


  • Familiarity with pension regulations, policy and Actuarial Standards of Practice


  • Exposure to, or knowledge of, fixed income markets


  • Ability to work well in a team environment as well as individually


  • Strong presentation and communication skills


  • Education Requirement:



  • BS or BA Degree required in math, actuarial science or related field


  • ASA or FSA exam completion favored


  • CFA or progress towards/ commitment to taking CFA a plus


  • MBA a plus



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    Ldi Product Specialist Located At Ma, Boston - Job Post By: Income Research And Management






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