Head of Strategic Asset Allocation and ALM

About the role

Own the strategic asset allocation (SAA) framework and guide asset–liability management (ALM) policy. Develop and implement the asset allocation framework that translates enterprise risk appetite and requirements into actionable portfolio design for the general account and surplus. Collaborate deeply with Actuarial, Finance, Risk, and Product areas to turn macro views and liability insights into capital-efficient portfolios and executable roadmaps.

Responsibilities

• Lead enterprise strategic asset allocation (SAA) across product segments and the total General Account, including target-setting, constraints, and rebalancing frameworks.
• Oversee ALM policy, integrating interest-rate, credit, liquidity, and liability-driven metrics across IFRS/GAAP/Statutory/Bermuda views.
• Guide portfolio optimization and surveillance, including look-through analytics, relative-value frameworks, and tactical adjustments.
• Embed investment assumptions into pricing, earnings plans, and capital-efficient product designs, partnering with Actuarial and Product.
• Provide investment support for reinsurance and M&A initiatives, including asset optimization, diligence, and post-close integration.

Qualifications

• 10+ years of experience in insurance investing with direct SAA leadership.
• Bachelor's degree in finance, economics, actuarial science, or related field.
• Deep understanding of life insurance liabilities, capital frameworks (RBC/Bermuda), and rating-agency methodologies.
• Expertise across fixed income, structured products, and private credit, including risk/return drivers and portfolio integration.
• Strong command of investment modeling, scenario design, and optimization, with working knowledge of Python/SQL or similar tools preferred.
• Executive-level communication skills; proven ability to present to boards, management committees, and senior leadership.
• Proven ability to manage complex workflows, influence senior stakeholders, and drive execution in a regulated environment.

Preferred Qualifications

• Graduate degree in finance, economics, actuarial science, or related field.

Pay

Salary for this position generally ranges between $250,000 - $275,000 annually. Actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is typically eligible for an annual bonus based on company and individual performance at the company’s discretion.