JOE Listings (Job Openings for Economists)

February 1, 2015 - July 31, 2015


This listing is inactive.
Wealth Management
CIO Office
Behavioral Finance Strategist

JOE ID Number: 2015-01_111453087
Date Posted: 06/04/2015
Date Inactive: 07/31/2015
Position Title/Short Description
Title: Behavioral Finance Strategist
Section: Full-Time Nonacademic
Location: New York, New York, UNITED STATES
JEL Classification: 00 -- Default: Any Field
Investment planning
Liability relative optimization
Liability driven investing
Total wealth
Life cycle economics
Human capital
Full Text of JOE Listing:

This position will coordinate and lead our behavioral finance efforts though written reports, collaboration with internal partners, and client-facing meetings and events. Educating our financial advisors and clients around behavioral finance topics will play a significant initial role for the successful candidate, but ultimately this position will play a key role in impacting our investment advice value chain at each
point: investment planning, tactical asset allocation, and financial planning. The creation and support of behavioral finance based tools is also in scope.

High-quality quantitative modeling skills are also desired. Sample responsibilities include asset allocation (liability relative, total wealth, glide path, etc), portfolio risk analysis, Monte Carlo analysis, and modeling annuities and other products within a portfolio framework.

Application Requirements:
  • Research Papers
  • Job Market Paper
  • CV
  • Application Deadline Has Passed