Senior Global Market Strategist
New York Life Investment Management, New York, NY, United States
Location Designation:
Hybrid - 4 days per week
What You'll Do The senior strategist will serve as a senior member of NYLI’s Global Market Strategy team, leading the articulation of the firm’s house economic, market, and cross‑asset allocation views. The role focuses on institutional clients worldwide, translating team views into asset allocation guidance that can be adopted in real portfolios, including geographic, currency, and liquidity considerations. The strategist will develop and maintain relationships with key partners and distribution teams to ensure that the team’s work drives impact for clients and supports organizational goals. The candidate will spend significant time with global institutional sales teams, investment teams, and clients, with travel averaging one trip per month (U.S. and international).
Responsibilities
Conduct original research to support the firm’s economic, market, and allocation views.
Provide strategic asset allocation and market guidance for institutional clients; advisory and framework‑oriented without discretionary portfolio management.
Translate team views into decision‑useful allocation guidance (positioning ranges, time horizon, risk considerations) for institutional CIOs, consultants, and allocators.
Apply views to globally relevant asset allocation frameworks tailored to institutional investors (pensions, endowments, insurers, OCIOs), accounting for governance structures, constraints, and decision cycles.
Present and defend views in internal investor forums, home office due diligence, client meetings, and industry conferences.
Develop and maintain a light scenario/trigger discipline and partner with risk/portfolio managers to pressure‑test cross‑asset implications.
Contribute to client and marketing publications and collaborate to ensure brand/compliance alignment and consistent messaging.
Drive alignment and activation with sales and marketing colleagues so that guidance is usable in models, proposals, and field conversations.
Measure adoption and impact (usage by partners/clients, influenced opportunities) and incorporate feedback to improve guidance.
Represent the GMS team in senior stakeholder forums and enterprise initiatives; mentor and upskill colleagues to scale best practices.
What You'll Bring
10‑15+ years of highly relevant experience (multi‑asset strategy, CIO office, investment consulting, or portfolio construction); direct portfolio management experience is not required.
Proven experience working with or understanding of institutional investors and credibility engaging with CIO‑level audiences.
Strong understanding of macroeconomics, markets, and investment strategy.
Demonstrated implementation literacy across instruments and position sizing, horizon, and triggers.
Global fluency: experience adapting guidance to non‑US investors, vehicles, and regulatory/operational constraints.
Travel for priority firm and client engagements, up to one week per month.
Strong interpersonal skills and executive presence; ability to build trust and influence at all levels; enthusiasm for relationship‑building and success with investment clients.
Excellent organizational skills; capability to manage complex, cross‑functional projects from concept through execution and handle multiple workflows.
Proactive, resourceful, and comfortable operating in fast‑paced, high‑expectation environments.
Comfortable with data tools (Bloomberg, Macrobond).
Bachelor’s degree required; CFA, MBA, or other advanced credentials a plus.
Pay Transparency Salary Range: $165,000‑$250,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Employees may also be eligible to participate in an incentive program.
Benefits We provide a full package of benefits for employees – including leave programs, adoption assistance, and student loan repayment programs. The benefits package is continually refined and expanded to support employees both inside and outside of work.
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Hybrid - 4 days per week
What You'll Do The senior strategist will serve as a senior member of NYLI’s Global Market Strategy team, leading the articulation of the firm’s house economic, market, and cross‑asset allocation views. The role focuses on institutional clients worldwide, translating team views into asset allocation guidance that can be adopted in real portfolios, including geographic, currency, and liquidity considerations. The strategist will develop and maintain relationships with key partners and distribution teams to ensure that the team’s work drives impact for clients and supports organizational goals. The candidate will spend significant time with global institutional sales teams, investment teams, and clients, with travel averaging one trip per month (U.S. and international).
Responsibilities
Conduct original research to support the firm’s economic, market, and allocation views.
Provide strategic asset allocation and market guidance for institutional clients; advisory and framework‑oriented without discretionary portfolio management.
Translate team views into decision‑useful allocation guidance (positioning ranges, time horizon, risk considerations) for institutional CIOs, consultants, and allocators.
Apply views to globally relevant asset allocation frameworks tailored to institutional investors (pensions, endowments, insurers, OCIOs), accounting for governance structures, constraints, and decision cycles.
Present and defend views in internal investor forums, home office due diligence, client meetings, and industry conferences.
Develop and maintain a light scenario/trigger discipline and partner with risk/portfolio managers to pressure‑test cross‑asset implications.
Contribute to client and marketing publications and collaborate to ensure brand/compliance alignment and consistent messaging.
Drive alignment and activation with sales and marketing colleagues so that guidance is usable in models, proposals, and field conversations.
Measure adoption and impact (usage by partners/clients, influenced opportunities) and incorporate feedback to improve guidance.
Represent the GMS team in senior stakeholder forums and enterprise initiatives; mentor and upskill colleagues to scale best practices.
What You'll Bring
10‑15+ years of highly relevant experience (multi‑asset strategy, CIO office, investment consulting, or portfolio construction); direct portfolio management experience is not required.
Proven experience working with or understanding of institutional investors and credibility engaging with CIO‑level audiences.
Strong understanding of macroeconomics, markets, and investment strategy.
Demonstrated implementation literacy across instruments and position sizing, horizon, and triggers.
Global fluency: experience adapting guidance to non‑US investors, vehicles, and regulatory/operational constraints.
Travel for priority firm and client engagements, up to one week per month.
Strong interpersonal skills and executive presence; ability to build trust and influence at all levels; enthusiasm for relationship‑building and success with investment clients.
Excellent organizational skills; capability to manage complex, cross‑functional projects from concept through execution and handle multiple workflows.
Proactive, resourceful, and comfortable operating in fast‑paced, high‑expectation environments.
Comfortable with data tools (Bloomberg, Macrobond).
Bachelor’s degree required; CFA, MBA, or other advanced credentials a plus.
Pay Transparency Salary Range: $165,000‑$250,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Employees may also be eligible to participate in an incentive program.
Benefits We provide a full package of benefits for employees – including leave programs, adoption assistance, and student loan repayment programs. The benefits package is continually refined and expanded to support employees both inside and outside of work.
#J-18808-Ljbffr