ALM Strategy Lead & Risk Analytics

TIAA; New York (NY); On-site; USD 201,000 - 341,000; Full time

Job summary

TIAA seeks an experienced Asset Liability Management leader to guide a multi-disciplinary team in modeling, measuring, and managing assets and liabilities across market conditions. You will design and maintain valuation models, analytical frameworks, and investment strategies that optimize enterprise performance.

The role emphasizes AI-enabled analytics, stress testing, and collaboration with senior leadership to shape capital and risk decisions.

Qualifications

• 8+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience
• 10+ years of asset-liability management, financial engineering, investment management, actuarial, modeling and/or other quantitative experience.
• Advanced degree in quantitative field
• Outstanding quantitative and technical skills with ability to interpret and draw accurate conclusions from financial, market and economic data
• Investment management and liability-driven asset allocation experience
• Strong technical and coding skills including Excel, VBA, Python, PowerPoint and artificial intelligence skills
• FSA and/or CFA
• Annuity or Pension or other insurance product experience
• Experience with stress testing, economic capital and asset strategies
• Experience with capital markets, various asset classes and economic scenario generation
• Experience with reinsurance
• Experience with internal audit and other regulatory reviews

Responsibilities

• Define asset liability management (ALM) risk and performance metrics such as economic capital, effective duration gap, risk-adjusted return, etc. and propose strategies for improving asset-liability performance.
• Lead stress testing and optimization and report to senior leadership and governance committees.
• Own interest-rate risk for the enterprise balance sheet, recommending asset and liability strategies to manage and hedge interest rate and other financial risks, reviewing rating-agency treatment and capital requirements, and providing subject-matter expertise across the organization under relevant regulatory regimes.
• Collaborate with senior management to define ALM and modeling strategies that support growth, financial performance, and risk-management goals.
• Apply advanced actuarial, analytical, and quantitative skills, leveraging the latest technologies and artificial intelligence (AI) capabilities to develop investment, risk, and product strategies to enhance financial outcomes and achieve ALM goals.
• Work with various teams to devise and test investment allocations and target portfolio compositions for new initiatives and products.
• Incorporate and lead implementation of AI initiatives to improve efficiencies and sophistication of ALM analytics and financial performance.
• Oversee model performance monitoring and reporting, leading discussions with Model Risk Management, Internal Audit, regulators, and rating agencies.
• Manage liability crediting optimization efforts, providing ALM expertise for enterprise strategic initiatives and producing and presenting financial analyses and recommendations to executive leadership for key decision-making.
• Manage performance of team through regular, timely feedback as well as the formal performance review process to ensure engagement, development of team members, and delivery of exceptional results.

Skills

Data Analysis

Detail-Oriented

Financial Acumen

Financial Modeling

Financial Risk Management

Influence

Negotiation

Problem Solving

Programming

Quantitative Analysis

Risk Modeling

Risk Reporting

Strategic Thinking

Education

University (Degree) Preferred

Tools

Excel

VBA

Python

PowerPoint

Job description

TIAA seeks an experienced Asset Liability Management leader to guide a multi-disciplinary team in modeling, measuring, and managing assets and liabilities across market conditions. You will design and maintain valuation models, analytical frameworks, and investment strategies that optimize enterprise performance.

The role emphasizes AI-enabled analytics, stress testing, and collaboration with senior leadership to shape capital and risk decisions.