Senior Institutional Investment Strategist
Bank of America, Jacksonville, Florida, United States, 32290
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Director,
Senior Institutional Investment Strategist
serves as a subject matter expert in defined benefit (pension) plans, providing strategic asset allocation guidance and consultative support to institutional clients. This role combines deep actuarial expertise with investment strategy to deliver liability‑driven solutions, support new business development, and enhance client outcomes through data‑driven insights and market analysis. Responsibilities
Provide
strategic asset allocation guidance
to pension clients using stochastic and deterministic modeling approaches. Serve as a
trusted advisor and subject matter expert
on defined benefit plans, leveraging actuarial and investment expertise to guide institutional clients. Provide training and field support to internal partners such as portfolio strategists, relationship managers, and financial advisors on defined benefit plan issues. Review
liability‑based reporting and analysis
for existing pension clients, ensuring alignment with long‑term funding objectives. Support
sales and business development efforts
through analytical insights and direct engagement with prospects. Collaborate cross‑functionally with internal teams to design and implement innovative investment solutions tailored to client needs. Stay informed on
pension investment trends
to provide timely and relevant guidance to clients. Expertise in
actuarial consulting for pension plans . Strong understanding of
economic markets
and institutional investment strategies. Advanced
data analysis
and modeling skills. Exceptional
interpersonal and communication skills
(written and verbal). Leadership ability and
self‑motivation
to drive initiatives independently. Tools & Technologies
Proficiency in
Microsoft Office Suite . Experience with
VBA and R programming
for modeling and analysis. Required Qualifications
Extensive knowledge of ERISA funding regulations and FASB accounting rules applicable to defined benefit pension plans; pension investment experience a plus Bachelor's degree
in actuarial science, finance, mathematics, statistics, economics, or related field. ASA
(Associate of the Society of Actuaries) or
FSA
(Fellow of the Society of Actuaries) required. Minimum
5+ years of actuarial or institutional investment experience . CFA a plus. Desired Qualifications
Actuarial exams passed Shift
1st shift (United States of America) Hours Per Week
40 Pay
Annualized salary: $177,800.00 – $219,200.00, offers are determined based on experience, education and skill set. Discretionary incentive eligible – eligible to participate in the annual discretionary plan based on individual and company performance. Benefits
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Director,
Senior Institutional Investment Strategist
serves as a subject matter expert in defined benefit (pension) plans, providing strategic asset allocation guidance and consultative support to institutional clients. This role combines deep actuarial expertise with investment strategy to deliver liability‑driven solutions, support new business development, and enhance client outcomes through data‑driven insights and market analysis. Responsibilities
Provide
strategic asset allocation guidance
to pension clients using stochastic and deterministic modeling approaches. Serve as a
trusted advisor and subject matter expert
on defined benefit plans, leveraging actuarial and investment expertise to guide institutional clients. Provide training and field support to internal partners such as portfolio strategists, relationship managers, and financial advisors on defined benefit plan issues. Review
liability‑based reporting and analysis
for existing pension clients, ensuring alignment with long‑term funding objectives. Support
sales and business development efforts
through analytical insights and direct engagement with prospects. Collaborate cross‑functionally with internal teams to design and implement innovative investment solutions tailored to client needs. Stay informed on
pension investment trends
to provide timely and relevant guidance to clients. Expertise in
actuarial consulting for pension plans . Strong understanding of
economic markets
and institutional investment strategies. Advanced
data analysis
and modeling skills. Exceptional
interpersonal and communication skills
(written and verbal). Leadership ability and
self‑motivation
to drive initiatives independently. Tools & Technologies
Proficiency in
Microsoft Office Suite . Experience with
VBA and R programming
for modeling and analysis. Required Qualifications
Extensive knowledge of ERISA funding regulations and FASB accounting rules applicable to defined benefit pension plans; pension investment experience a plus Bachelor's degree
in actuarial science, finance, mathematics, statistics, economics, or related field. ASA
(Associate of the Society of Actuaries) or
FSA
(Fellow of the Society of Actuaries) required. Minimum
5+ years of actuarial or institutional investment experience . CFA a plus. Desired Qualifications
Actuarial exams passed Shift
1st shift (United States of America) Hours Per Week
40 Pay
Annualized salary: $177,800.00 – $219,200.00, offers are determined based on experience, education and skill set. Discretionary incentive eligible – eligible to participate in the annual discretionary plan based on individual and company performance. Benefits
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
#J-18808-Ljbffr