New York, NY
Investment Strategies & Solutions serves as the in-house investment consultants for MetLife’s institutional retirement business and is responsible for the selection, monitoring and oversight of third-party and proprietary separate account subadvisors and registered funds which are offered through a wide variety of institutional products. The Investment Analyst position supports new and existing separate accounts for the benefit of clients, including pension plans, 401(k) plans, executive deferred compensation plans, and funding for other post-retirement benefit plans.
Act as liaison between MetLife and asset managers. Conduct ongoing due diligence and monitoring for each subadvisor or fund manager retained. Analyze quantitative and qualitative information each month/quarter and on an ad hoc basis from assigned subadvisors and identify areas of concern. Document findings in written reports.
Assist in the manager search and selection process as part of the ongoing monitoring process and in support of new business development. Use investment related software as a tool in the evaluation of subadvisors and in the crafting of hiring recommendations.
Coordinate activities involving changes to separate accounts and communicate with LOB partners. Maintain strong knowledge and expertise of products supported to ensure high quality analysis to senior management.
Support senior staff in monitoring, providing investment oversight, evaluating investment activities and identifying areas of concern.
Effectively communicate and promote investment philosophy to internal constituents. Support sales and service activities for client-facing associates.
Prepare formal quarterly reporting for internal senior executive governance body.
Ensure the delivery of prompt and accurate performance reporting and other investment-related communications for client, consultant and wholesaler requests.
Oversee and complete special requests as necessary (e.g., vendor assessments, project management).
5+ years of investment-related experience, including knowledge of fixed income investments, sub-advised institutional separate account or registered fund business.
Bachelor’s degree in business, liberal arts, finance, accounting, as well as any other related field of expertise.
Ability to travel, approximately 25% of the time, including some overnight travel.
Strong written/oral communication, organizational and prioritization skills.
Experience in an investment consulting role.
Experience with broad array of asset managers, investment strategies and styles.
Proficiency with investment analytical tools such as Bloomberg, Morningstar/Ibbotson, FactSet, eVestment Alliance and BondEdge.
Strong project management, analytical and research skills.
CFA, CAIA or CIMA designations.
Working knowledge of qualified, nonqualified and welfare benefit funding products.
Number of Openings
Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce. It is the policy of MetLife to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information or any other basis protected by law.
How To Apply
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