Head of Marketing Strategy

About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a
Pensions & Investments
' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. The strategist will serve as a member of NYLIM’s Global Market Strategy team, helping to develop and articulate the firm’s house economic, market, and cross-asset views, with a particular focus on private markets.

A primary focus of this role will be leading and expanding the team’s research and thought leadership across private markets, including private equity, private credit, real estate, and real assets. The strategist will help assess developments across these markets, evaluate their role within diversified portfolios, and connect private markets insights to the team’s broader macroeconomic, market, and asset allocation views. In doing so, they will be responsible for developing and maintaining relationships with key private asset managers within the NYLIM platform.

Travel may include U.S. and international locations for direct meetings with sales teams and both institutional and retail investor clients. Outside of private markets research and commercial work, the strategist will bring strong macro and investments-related research and analytical skills, and the ability to synthesize evidence into clear “what to do” guidance. They will partner across investment teams, product, sales, and marketing teams.

Conduct original research to support the firm’s economic, market, and allocation views, with a particular focus on private markets.
· Lead the GMS team’s private markets research, including analysis of private credit, private equity, real estate, and real assets.
· Translate team views into decision-useful allocation guidance (positioning ranges, time horizon, risk considerations), spanning both public and private markets, with consideration for investor objectives, liquidity needs, constraints, and time horizons; with the goal of supporting client and partner decision-making rather than discretionary portfolio management.
· Represent the firm’s views in internal investor forums, retail and institutional client meetings, and externally, including via mainstage and panel appearances at industry conferences and events, as well as in media.
· 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.
· 10+ years of highly relevant work experience such as multi-asset strategy, private markets research, investment strategy, asset allocation, investment consulting, or portfolio construction; direct portfolio management experience is not required and is not the primary qualification for success in this role.
· Proven experience in asset allocation, portfolio construction, and investment strategy, with meaningful knowledge of private markets and alternative investments.
· Strong understanding of private market asset classes and their role in diversified portfolios.
· Understanding of portfolio implementation considerations, including sizing, liquidity, time horizon, and risk.
· S. investors, vehicles, and regulatory/operational constraints.
· Travel for priority firm and client engagements, potentially internationally; enthusiasm for relationship-building; ability to manage complex, cross-functional projects from concept through execution; ability to manage multiple workflows.
· Comfortable with data tools (Bloomberg, Excel; specialized software such as Macrobond/Haver/Factset/Prequin/Pitchbook a plus).
· Bachelor’s degree preferred; Overtime eligible: Discretionary bonus eligible: Sales bonus eligible: Additionally, employees are eligible for an annual discretionary bonus.

Click here to discover more about our comprehensive benefit options or visit our
NYL Benefits Site
. Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

Recognized as one of
Fortune’s
World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the
Foundation
. We're proud that due to our mutuality, we operate in the best interests of our policy owners.