Principal, ALM & Portfolio Manager

Primary Responsibilities

• Price New Business – Construct strategic-asset-allocation (SAA) and hedge proposals to package into a deal-pricing deck
• Deal Deployment - Coordinate asset purchases and hedge execution so cash flows, capital, and liquidity align on day one
• In-Force Management & Optimization - Monitor combined asset/liability/hedge performance, liquidity, and capital efficiency; Create rebalancing ideas and drive model & data enhancements
• Stakeholder Integration – Facilitate cross-functional forums to discuss deal pricing and performance
• Hedge & ALM Alignment – Partner with the derivatives desk to design and monitor FX/IR hedges; assess effectiveness and recommend refinement
• Model Stewardship & Insight Generation – Define requirements for Python- or Excel-based ALM tools; steer quant resources; run scenarios and translate outputs into actionable recommendations
• Performance Reporting – Produce concise management and board packs that attribute results across assets, liabilities, and hedges while highlighting optimization opportunities
• Process Advancement – Promote best practices and new ideas through influence and collaboration

Qualifications & Experience

• FX & IR hedge expertise – Direct experience collaborating with a derivatives desk on hedge design and monitoring
• ALM depth & SAA construction – Strong command of duration and cash-flow matching for life-insurance liabilities and hands-on involvement in strategic-asset-allocation design
• Stakeholder-management excellence – Ability to synthesize diverse inputs, lead virtual meetings across multiple time zones, and build consensus
• Entrepreneurial drive – Self-starter who enjoys building processes in a flat, idea-driven setting; comfortable with outcome-oriented schedules beyond standard office hours
• Quantitative proficiency – Skilled at running and interpreting Python/Excel/ALM models; able to guide quants and validate results (coding not required)
• Experience – 8+ years in insurance ALM management, treasury, or a related function
• Qualifications – Qualified Actuary, CFA Charterholder or similar professional designation