Strategy Associate

AI overview

Support the development and oversight of investment strategies tailored to client objectives while maintaining knowledge of current markets and economic issues.

The Strategy Associate will support the business development, structuring, and management of L&G's investment strategies.

Responsibilities:

  • Support development and oversight of prospect/client strategies to ensure they are optimized for prospect/client-specific investment objectives and constraints
  • Develop and maintain knowledge of current investment market, economic issues, building block strategies, and L&G firm views
  • Maintain a detailed understanding of market instruments applicable to the assigned clients/sectors
  • Work on the development of systems for modeling/monitoring risk
  • Model the outcomes of different asset and derivative strategies to match client liabilities or risk objectives
  • Use technical expertise to explain the outcomes of analysis and obtain agreement on appropriate actions with the relevant parties
  • Support preparation of presentations for investment consultants, clients and prospects
  • Respond to client, consultant and third party requests for information in a comprehensive and timely manner
  • Support thought leadership research and publication
  • Provide specialist reporting as required
  • Excellent oral and written communication skills
  • Bachelor degree required
  • 2+ years investment management or similar experience

Salary: $80,000 to $95,000

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, 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)

Legal & General, established in 1836, is a top UK financial services provider offering life insurance, pensions, investments, and retirement plans to over nine million customers, promoting financial security and a positive future.

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Salary
$80,000 – $95,000 per year
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