Associate, Quantitative Investment Strategist, Asset Allocation

Brookfield Place New York - 225 Liberty Street, 8th Floor About the Company Brookfield Wealth Solutions ("BWS"; NYSE/TSX: BNT) focuses on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. We offer insurance products and services, including annuities, property & casualty insurance, and life insurance. About the Role The Quantitative Investment Strategy team collaborates closely with portfolio management, investment and M&A teams to build a robust asset allocation framework. The team designs and implements models that enhance decision‑making and support effective investment management. This role involves optimizing portfolios to align with diverse liability profiles and regulatory regimes, and monitoring portfolio performance to identify tactical asset allocation opportunities. Key Responsibilities Develop asset allocation solutions for the investment portfolio, focusing on optimization for asset‑liability management, return enhancement, and capital efficiency. Monitor investment activities, including exposures, capacities, liquidity, sector allocations, and concentration risks. Conduct research on capital market assumption models, enhance existing quantitative processes, and develop new financial models and optimization techniques. Recommend trading and rebalancing strategies to improve portfolio performance, capital deployment, and overall balance sheet management. Evaluate relative value and rebalancing opportunities across credit and other fixed‑income asset classes. Requirements 4+ years of experience in an investment role, preferably with cross‑asset strategies and portfolio construction. Advanced degree in finance, financial engineering, statistics, or a related quantitative field from a top university. Strong understanding of quantitative portfolio construction and optimization techniques, including fixed‑income and liability‑hedging portfolios. Extensive experience in top‑down and bottom‑up investment analysis, ALM for onshore and offshore portfolios, strategic/tactical asset allocation, multi‑strategy investing, and fixed‑income portfolio management. Solid programming skills in Python, SQL, and Excel/VBA. Excellent written and oral communication skills for internal and external audiences; strong Excel, Word, and PowerPoint skills required. Capital markets knowledge with experience across multiple asset classes (corporate bonds, securitized products, mortgage loans, derivatives). Ability to multi‑task in a fast‑paced, team‑oriented environment. Experience in an insurance CIO office is a plus. CFA designation is a plus. Compensation Salary Range: $150,000 - $180,000. Compensation consists of a base salary and a short‑term incentive program (cash bonus) that varies by geography to remain market competitive. Equity and Inclusion Brookfield is committed to maintaining a positive work environment that is safe and respectful. We do not tolerate workplace discrimination, violence, or harassment. We are an equal‑opportunity employer and encourage applicants from all backgrounds to apply. #J-18808-Ljbffr Brookfield