Senior Strategist, Asset Allocation

Location Designation

Hybrid - 3 days per week

New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $725 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions.

Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long‑term financial security.

The senior strategist will serve as a senior member of NYLI's Global Market Strategy team, leading the articulation of the firm's house economic, market, and cross‑asset allocation views. The role translates those views into decision‑useful guidance for institutional clients and retail/home office partners globally—grounded in clear positioning ranges, time horizons, and risk considerations—so that our perspectives can be adopted in real portfolios.

The successful candidate brings deep asset allocation and portfolio construction experience, credibility with institutional CIO teams and home offices, and the ability to synthesize evidence into clear “what to do” guidance. They will partner across investment teams, product, sales, and marketing teams to ensure our strategy is implementable and measured for impact.

This is a unique opportunity to shape NYLI's market strategy platform—linking macro conviction to portfolio decisions, accelerating adoption across channels, and strengthening the firm's differentiation in a crowded market.

• Conduct original research to support the firm's economic, market, and allocation views.
• Codify and maintain the house view with a clear cadence and documentation of assumptions, evidence, and changes.
• Translate views into decision‑useful guidance (positioning ranges, horizons, risks) appropriate to platform and implementation constraints.
• Apply views to an asset allocation framework that is globally relevant and differentiated for institutional and retail audiences.
• Present and defend views in internal investor forums, home office due diligence, client meetings, and industry conferences.
• Develop and maintain a light scenario/trigger discipline (what could change our view; alternative paths) and partner with risk/portfolio managers to pressure‑test cross‑asset implications.
• Contribute to client and marketing publications and collaborate to ensure brand / compliance alignment and consistent messaging.
• Drive alignment and activation with sales and marketing colleagues so that guidance is usable in models, proposals, and field conversations.
• Measure adoption and impact (usage by partners/clients, influenced opportunities) and incorporate feedback to improve guidance.
• Represent the GMS team in senior stakeholder forums and enterprise initiatives; mentor and upskill colleagues to scale best practices.
• Maintain an indicator/evidence stack that supports our views and enhances speed and credibility.

• 10‑15+ years of highly relevant work experience such as multi‑asset strategy, CIO office, or portfolio construction teams
• Strong understanding of macroeconomics, markets, and investment strategy
• Demonstrated implementation literacy across instruments and position sizing, horizon, and triggers.
• Global fluency: experience adapting guidance to non‑US investors, vehicles, and regulatory/operational constraints.
• Strong interpersonal skills and executive presence; ability to build trust and influence at all levels; enthusiasm for relationship‑building; demonstrated success with investment clients
• Excellent organizational skills; demonstrated ability to manage complex, cross‑functional projects from concept through execution; ability to manage multiple workflows
• Proactive, resourceful, and comfortable operating in fast‑paced,…