Senior Global Market Strategist

New York Life Insurance Co•New York, NY

24d•Hybrid

About The Position

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 person in this role will focus on our institutional clients – including a wide range of institutional client types and in regions including the Americas, Europe, the Middle East, and Asia. Their responsibility will be to translate team views into asset allocation guidance that can be adopted in real portfolios. This may include geographic considerations (including currency), liquidity needs, and other investor specifics where and as appropriate. They will also be responsible for developing and maintaining relationships with key partners – including our distribution teams – to ensure that the team’s work is making a concrete impact for our clients and for our organization’s goals. 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 in the institutional channel, and strengthening the firm’s differentiation in a crowded market. The candidate will spend considerable time with our global institutional sales teams, with our investment teams, and with our clients. Travel requirements tend to ebb and flow but will likely amount to one trip per month. Travel includes U.S. and international locations.

Requirements

10-15+ years of highly relevant work experience such as multi-asset strategy, CIO office, investment consulting, or portfolio construction teams; direct portfolio management experience is not required and is not the primary qualification for success in this role.
Proven experience working with or understanding of institutional investors and credibility engaging with CIO-level audiences.
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.
Travel for priority firm and client engagements, up to one week per month.
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, high-expectation environments
Comfortable with data tools (Bloomberg, Macrobond)
Bachelor’s degree required

Nice To Haves

CFA, MBA, or other advanced credentials a plus

Responsibilities

Conduct original research to support the firm’s economic, market, and allocation views.
Provide strategic asset allocation and market guidance for institutional clients; this role is advisory and framework-oriented and does not involve discretionary portfolio management or security selection.
Translate team views into decision-useful allocation guidance (positioning ranges, time horizon, risk considerations) designed to support institutional CIOs, consultants, and allocator decision-making rather than discretionary portfolio management.
Apply views to globally relevant asset allocation frameworks explicitly tailored to institutional investors (e.g. pensions, endowments, insurers, OCIOs), reflecting governance structures, constraints, and decision cycles.
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.