Jobs · Finance · North Carolina

Director, Asset Liability Management

TIAA · Charlotte, NC · 4 wk ago
HybridFinance$173k–$272k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. We need to parse the posting. Key parts: - Intro paragraph: "The Director, Asset Liability Management role applies advanced quantitative, actuarial, financial, and AI expertise to model, measure, and manage risk and return of the organization's assets and liabilities on an integrated basis. This role designs, builds, and maintains the models, tools, and analytical frameworks used to value investments, project asset and liability behavior, and evaluate performance and risk across a wide range of economic and market environments, and then translate these insights into investment, hedging, and product design strategies that optimize financial outcomes and strengthen decision-making for our clients and the enterprise." That's about the role. - "Key Responsibilities And Duties" then bullet list (actually sentences separated by periods). We'll need to extract each duty as list items. List of duties: - Utilizes Asset Liability Management (ALM) metrics to analyze and propose strategies (e.g., asset allocation, hedging, product design) for improved asset-liability performance under different regulatory regimes and economic environments. - Devises, tests, and proposes risk mitigation actions that help the enterprise withstand the impact of stresses and presents results and solutions. - Takes ownership of complex quantitative models across diverse asset classes, ensuring accuracy and performance - Builds the processes and tools to recalibrate models on a regular basis. - Designs, develops, tests, implements, refines, and maintains models (e.g., derivatives pricing/valuation) and tools for ALM analytics and reporting. - Validates models and identifies/implements enhancements when performance deviates from expectations. - Leverages AI capabilities and applies programming skills across languages such as Python, MATLAB, VBA, and R to help achieve ALM goals. - Independently performs analysis and calibration to develop/improve liability crediting strategies. - Leads discussions with Model Risk Management, Internal Audit, regulators, and rating agencies, providing clear explanations of model methodologies. - Devises and tests investment allocations and target portfolios for new initiatives and products. - Produces financial analyses and recommendations to senior management for key decision-making. - Mentors other team members, providing technical guidance and industry insight. - Educational Requirements: "University (Degree) Preferred". That's vague; but we need to include only if real specific content. It says "University (Degree) Preferred". That's not very specific but it's a requirement. Might be considered content. However we need to avoid filler like "commensurate with experience". This is specific enough? It's just "University (Degree) Preferred". Might be considered real content. We'll include under Requirements maybe. - Work Experience: "5+ Years Required; 7+ Years Preferred". That's specific. - Physical Requirements: "Physical Requirements: Sedentary Work". That's specific. - Career Level: "9IC". Might be metadata; but we can include maybe under Requirements? Not sure. It's not a standard heading; but we could include as part of Requirements. - REQUIRED QUALIFICATION: "5+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience". That's specific. - PREFERRED QUALIFICATIONS: list many items. - Related Skills: list. - Anticipated Posting End Date: 2026-10-03 (maybe drop as metadata). - Base Pay Range: $173,000/yr - $272,000/yr. That's Pay. - Additional compensation note: incentive program etc. That's also Pay/Benefits? Might be part of Pay. - Benefits And Total Rewards: paragraph describing benefits. - Company Overview: maybe About the role? Actually we have About the role already from intro. Could also include Company Overview as About the company? But headings limited to About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put company overview maybe under About the role? Or we could create a separate section like "About the company" but not allowed. So we incorporate relevant info into About the role or maybe omit if not fitting. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those exact headings. We should include sections only when posting has real specific content for it. Thus we need sections: - About the role: include intro paragraph plus maybe company overview? The company overview is about TIAA, not the role. Could be considered "About the role" but maybe better to put under About the role? The heading is About the role, not About the company. However we could still include company overview as part of About the role? Might be stretching. But we could also omit company overview if not fitting any heading. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we must include company overview somewhere. If we don't have a heading for it, we could incorporate it into About the role as a paragraph describing the organization. That seems acceptable: About the role can include context about the company. So we will include company overview paragraph there. - Responsibilities: list of duties. - Requirements: include Educational Requirements, Work Experience, Physical Requirements, Career Level maybe, plus maybe required qualification? Actually Required Qualification is similar to work experience. We'll separate Requirements vs Qualifications. Usually Requirements are mandatory (education, experience). Qualifications are preferred. We'll follow typical pattern: Requirements: Education, Experience, Physical, Career Level. Qualifications: Preferred qualifications list. - Skills: Related Skills list. - Benefits: Benefits And Total Rewards paragraph. - Pay: Base Pay Range and incentive note. - Schedule: Not mentioned; we should not create Schedule section if no content. So omit. We must not include boilerplate like EEO, accessibility, drug policy, privacy notices, etc. Also remove duplicated lines (like the repeated PREFERRED QUALIFICATIONS block appears twice? Actually appears once but there is a duplicate line near end: ", PREFERRED QUALIFICATIONS 7+ years ..." after the Related Skills? Actually at very end there is ", PREFERRED QUALIFICATIONS 7+ years ..." maybe a duplication. We'll ignore that duplicate. We must not include "Anticipated Posting End Date". That's metadata; we can drop. We must not include "Job ID / requisition numbers". Not present. We must not include application instructions. Now produce HTML fragment: use

for each section heading, then content:

for prose,

  • for lists. We need to preserve all substantive info; not invent or summarize away detail. So we must keep the exact wording? Probably we can keep the substance but not necessarily exact phrasing; but better to keep close. Let's draft. About the role: combine intro paragraph and company overview. Intro: "The Director, Asset Liability Management role applies advanced quantitative, actuarial, financial, and AI expertise to model, measure, and manage risk and return of the organization's assets and liabilities on an integrated basis. This role designs, builds, and maintains the models, tools, and analytical frameworks used to value investments, project asset and liability behavior, and evaluate performance and risk across a wide range of economic and market environments, and then translate these insights into investment, hedging, and product design strategies that optimize financial outcomes and strengthen decision-making for our clients and the enterprise." Company overview: "Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger." We'll combine into maybe two paragraphs. Responsibilities: list each duty as
  • . Requirements: Education: "University (Degree) Preferred". Work Experience: "5+ Years Required; 7+ Years Preferred". Physical Requirements: "Sedentary Work". Career Level: "9IC". Could also include "Required Qualification: 5+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience". But that's similar to work experience; maybe we treat that as part of Requirements as well. However we have separate Qualifications for preferred qualifications. The Required Qualification is basically same as work experience but more specific. We'll include it under Requirements as a bullet maybe. But we must not duplicate. We'll include required qualification as a separate bullet. Thus Requirements section could have a
      with items: University (Degree) Preferred; 5+ Years Required; 7+ Years Preferred; Sedentary Work; Career Level 9IC; 5+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience (required). But note that the required qualification repeats the experience; we could keep it but it's okay. Qualifications: Preferred qualifications list (the long list). We'll put as
        . Skills: Related Skills list: "Data Analysis, Detail-Oriented, Financial Acumen, Financial Modeling, Financial Risk Management, Influence, Negotiation, Problem Solving, Programming, Quantitative Analysis, Risk Modeling, Risk Reporting, Strategic Thinking". We'll put as
          maybe each as
        • . Benefits: paragraph from Benefits And Total Rewards. Pay: paragraph about base pay range and incentive program. Now ensure we don't include any boilerplate like EEO etc. Let's craft HTML. We'll need to escape any apostrophes? Not needed. We'll output:

          About the role

          ...intro...

          ...company overview...

          Responsibilities

          • Utilizes Asset Liability Management (ALM) metrics to analyze and propose strategies (e.g., asset allocation, hedging, product design) for improved asset-liability performance under different regulatory regimes and economic environments.
          • ... ...

            Requirements

            • University (Degree) Preferred
            • 5+ Years Required; 7+ Years Preferred
            • Physical Requirements: Sedentary Work
            • Career Level: 9IC
            • 5+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience (required)

            Qualifications

            • 7+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience
            • Advanced degree in quantitative field
            • Outstanding quantitative and technical skills with ability to interpret

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