Investment Director, US Institutional

Aberdeen Asset Management Philadelphia , PA 19107

Posted 4 months ago

Investment Director, US InstitutionalLocation:US - PhiladelphiaReference Number:455Description

Role Context Product Strategy and Solutions Team

The Product Strategy and Solutions Team (PS&S) is responsible for harnessing the knowledge and expertise across Aberdeen Standard Investments (ASI) to drive product strategy and develop solutions across Private Markets, Liquid Asset Classes and Outcome-based strategies. This incorporates driving product innovation in partnership with the relevant investment and distribution teams.

To apply, please use this link:

Role Summary:

  • Institutional channel expert delivering institutionally-relevant, outcome-oriented investment solutions across multiple asset classes in the institutional client channel in the Americas region.

  • To drive the build-out of Liability Driven Investment products and solutions in the Americas. Develop a Liability-Driven Investing (LDI) roadmap that includes robust capacity planning and pricing strategy, developed in conjunction with the global LDI roadmap.

  • Support the research, design and embedding of institutional client solutions though ongoing external engagement with clients/consultants and strong internal collaboration across functions.

  • Design holistic bespoke investment propositions to meet clients' strategic investment objectives, specifically related to Liability-Driven Investing. Create Liability-Driven Investment and risk management solutions in both pooled and segregated form.

  • Carry out asset/liability analysis of institutional plan sponsors - examining actuarial valuation reports and related information. Participate in development over time of Delegated Investment Authority (fiduciary management) business.

  • Ensure ASI is an industry leader in innovation through anticipating industry, market and client trends and developing creative solutions that solve their problems.

  • Capture and share regional knowledge through a program of strategic engagement with key internal & external stakeholders. Act as key client interface and internal coordination point for the research, design and embedding of new products and bespoke client solutions.

  • Contribute to thought leadership agenda covering both written collateral and external speaking events.

  • Represent the full capabilities of the firm in external engagement to facilitate the modelling and structuring of product-based solutions and bespoke client-based solutions.

  • Support the Distribution team pre- and post-implementation as required with production or analysis of complex requests for information, and as a consulting/advisory function for clients.

  • Champion commercial objectivity and prioritization of opportunities to deliver timely and robust implementation of client solutions through close working relationships with other areas of Global Product.

Typical Qualifications/Skills

  • FSA or MAAA; CFA or appropriate equivalent

Role specific skills & knowledge

  • Strong knowledge of the US institutional market and recent trends in risk management solutions for pension schemes with experience and understanding of client's governance framework and their funding objectives gained ideally in a consultant environment.

  • Deep technical understanding of investments, institutional clients' requirements, risks, liability structures and legal & regulatory developments.

  • Strong quantitative skills, including the ability to understand and translate asset and liability modelling, and design liability matching strategies.

  • In depth knowledge and extensive experience of relevant investment capabilities and products, thus enabling high level detailed discussions with key strategic investors and stakeholders.

  • A detailed knowledge of key US institutional competitors and the competitive environment

  • Ability to build and nurture strong relationships across the industry at a senior level

  • Excellent interpersonal and communications and presentation skills

Key Outcomes/Responsibilities

Asset class strategy & research

  • Foster an innovative environment through insight, inclusion and collaboration.

  • Perform in-depth industry, market, and asset-class trend analysis to objectively assess and prioritize early-stage concepts and ideas

  • Drive an external engagement agenda to capture channel-specific insights to feed innovation discussions.

  • Partner with relevant investment, distribution, and product management teams to produce an innovation roadmap for cross-asset and liability-aware products and solutions.

Design & test

  • Input to the design of the broad investment proposition, including the development and translation of client specific guidelines and objectives.

  • Act as sponsor/advocate for prioritized new concepts in internal and external meetings.

  • Partner with Product Development to ensure robust and timely implementation.

  • Ensure new products/solutions deliver clear value propositions, are appropriately differentiated, and are positioned and priced for maximum commercial success.

  • Ensure new concepts are appropriately tested with target end clients, and other appropriate market participants, with feedback reflected in redesign.

Embed & inform

  • Ensure new products are embedded into the business through a program of internal and external activity.

  • Partner with distribution and use key external relationships to secure seed capital, or early backer investments that deliver critical mass to new products. Ensure appropriate commercial terms are agreed and communicated to facilitate this process.

  • Support and partner with Distribution Specialists to put in place a range of internal education sessions on new products and strategies. Represent products externally to support Distribution efforts.

  • Drive the thought leadership agenda that positions new strategies - through written collateral and/or external speaking engagements.

  • Ensure high quality collateral is available that represents the full breadth and strength of capabilities.

We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone.

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Assistant Director Of Institutional Events

University Of Pennsylvania

Posted Today

VIEW JOBS 1/16/2019 12:00:00 AM 2019-04-16T00:00 Penn Medicine is one of the world's leading academic medical centers, dedicated to the related missions of medical education, biomedical research, and excellence in patient care. Penn Medicine consists of the Raymond and Ruth Perelman School of Medicine at the University of Pennsylvania (founded in 1765 as the nation's first medical school) and the University of Pennsylvania Health System, which together form a $6.7 billion enterprise. The Perelman School of Medicine has been ranked among the top five medical schools in the United States for the past 20 years, according to U.S. News & World Report's survey of research oriented medical schools. The School is consistently among the nation's top recipients of funding from the National Institutes of Health, with $392 million awarded in the 2016 fiscal year. The University of Pennsylvania Health System's patient care facilities include: The Hospital of the University of Pennsylvania and Penn Presbyterian Medical Center which are recognized as one of the nation's top Honor Roll hospitals by U.S. News & World Report Chester County Hospital; Lancaster General Health; Penn Wissahickon Hospice; and Pennsylvania Hospital, the nation's first hospital, founded in 1751. Additional affiliated inpatient care facilities and services throughout the Philadelphia region include Good Shepherd Penn Partners, a partnership between Good Shepherd Rehabilitation Network and Penn Medicine. Penn Medicine is committed to improving lives and health through a variety of community-based programs and activities. In fiscal year 2016, Penn Medicine provided $393 million to benefit our community. This position will create, plan, organize, and manage events that support the goals and objectives of Penn Medicine Development and Alumni Relations. The Assistant Director works with the Events Team to manage events and to provide administrative support associated with events. The Associate Director monitors event budgets; develops goals and objectives for events, and helps establish the program for events. The position oversees logistical arrangements including facility and menu negotiations, managing event follow up, and making recommendations for improvements from post event evaluations. Critical to the success of the incumbent is an ability to effectively manage the collection, assimilation, and presentation of event data. The position maintains a close working relationship with Penn Medicine constituents, faculty, staff, and on and off campus vendors. The Assistant Director also serves as the institutional resource for event information and provides coaching and guidance to Penn Medicine staff who are engaged in event planning activities. The Assistant Director will work with the Digital Media team to create, review, and schedule all e-mail communications sent from all departments in Penn Medicine Development and Alumni Relations, including the Abramson Cancer Center, Perelman School of Medicine, Basser Center for BRCA, Planned Giving, Gift Acknowledgements, and Institutional Events. The position will contribute to Penn Medicine's ongoing social media strategy by creating original graphic and written content for social platforms including IModules, Facebook, Twitter, Instagram, Snapchat, and other emerging platforms. Will work with the Associate Director of Digital media, as well as the Marketing team, to assist in PMDAR's digital media needs as necessary. Specific Responsibilities 1. Plans and executes institutional and departmental events for Penn Medicine with a focus on events for owned entities. 2. Plans and executes cultivation and stewardship events in support of Penn Medicine goals and objectives. 3. Coordinates events across the Health System to ensure that the image and standards of the Dean and CEO are maintained. 4. Develops and maintains detailed guidelines and protocol for appropriately managing events. 5. Maintains accurate records of events, including purpose of event, vendors, guest lists, etc. 6. Manages issues related to senior leadership (Dean, President of the University, CEO of UPHS, etc.) attendance at events. 7. Works with fundraising staff to integrate existing development services into the event process. This may include help with identifying guests for an event and follow up with prospects/donors after an event. 8. Develops and implements policies and procedures needed to support the efficient use of institutional event resources. 9. Assist with RSVP process, data management, and mailing list creation. 10. Builds, reviews, and schedules PMDAR email invitations and campaigns. 11. Creates original graphic and written content for social platforms including IModules, Facebook, Twitter, Instagram, Snapchat, and other emerging platforms. Penn Medicine Development University Of Pennsylvania Philadelphia PA

Investment Director, US Institutional

Aberdeen Asset Management