Solutions Strategist at LegalAndGeneral

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

140000.0

Posted On

23 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategy, Client Engagement, Market Knowledge, Risk Management, Communication Skills, Team Collaboration, Research, Thought Leadership, Product Development, Presentation Skills, Financial Analysis, Mentoring, Client Partnerships, Investment Guidelines, Performance Attribution, Macroeconomic Analysis

Industry

Financial Services

Description

Company Description L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet. Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change. Job Description 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 Additional Information 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, L&G Asset 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 non-discrimination in employment. (2025) Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Investment Management L&G sub Business Unit: LGIM Primary Location: USA, Chicago Job Family: Finance Compensation: USD120000 - USD140000 - yearly

Responsibilities

The Solutions Strategist will develop and oversee investment strategies tailored to client objectives while acting as the primary liaison between clients and L&G's investment disciplines. Responsibilities also include preparing presentations, engaging with clients, and producing market commentary.