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Investments Strategy & Business Development Support Associate

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Date Posted: May 21, 2022

Location(s): Whippany, NJ, US, 7981

Company: MetLife

Role Value Proposition: 

MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world with over $650 billion in combined managed assets.  The enterprise has more than 900 dedicated professionals with extensive experience and expertise across public and private fixed income and private assets, including real estate.  Visit us at to learn more.


The Institutional Client Group (ICG) is responsible for driving the firm’s strategy and business development efforts with institutional investors, globally.  As an Associate, the candidate will work in close partnership with ICG team members, investment professionals, and other key stakeholders in a range of responsibilities related to servicing and growing the client business.  In short, the Associate will partner with senior team members in a unique dual-purpose role that 1) contributes to the success of critical strategic initiatives, and 2) supports all facets of insurance client business development.  More specifically, some key areas of focus for this job include: prospecting support, preparing for and attending in-person and remote sales meetings, working with internal investments teams to respond to prospect inquiries, conducting data analysis, and summarizing and presenting key findings.


Key Responsibilities:  

  • Coordinate meetings, calls, and other prospect activities including logistics, presentation materials, briefing memos, meeting notes, and follow ups to help win new business and grow AUM.
  • Liaise with investment, performance, and research teams to collect information needed for investor requests demonstrating strong client focus and responsiveness.
  • Maintain client/prospect database including upkeep of prospective company and contact info, entry of meeting notes, tracking of opportunities, etc. by leveraging Salesforce functionality.
  • Coordinate across functional groups to identify and consolidate key updates for senior leadership review.
  • Identify areas for improvement in existing processes.
  • Summarize and communicate strategic priorities and execution plans across ICG and MIM.
  • Conduct quantitative analysis to assist in recommendation and decision-making processes.
  • Utilize industry databases and websites to identify opportunities for prospective clients to invest in MIM strategies.
  • Special projects and ad hoc requests as needed.


Essential Business Experience and Technical Skills:


  • 3+ years of related experience.
  • Series 7 & 63 licenses required within six months of joining MIM.
  • Thorough analytical skills with the ability to creatively and professionally present data in new ways.
  • Excellent written and oral communication skills.
  • Highly motivated team player with a collaborative mindset and strong interest in building a business in a complex and performance-oriented environment.
  • Understanding of MIM products and services, as well as the role of consultants and institutional investors.
  • Extensive knowledge of Microsoft Office including an ability to execute pivot tables and v lookup formulas in Excel.



  • Bachelor’s degree.
  • Investment management industry experience with public fixed income, real estate and/or private capital product knowledge.
  • Knowledge of Salesforce.
  • Familiarity with Power BI or other data visualization tools.


Business Category



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At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.


MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired Companies." 


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.



We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.



MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.



MetLife maintains a drug-free workplace.



Requisition #: 119625