Account Manager - Insurance
Core
Building and developing client relationships, monitoring portfolios, communicating strategies, and educating clients about investment strategies and products for fixed income and credit opportunities.
Role type
Senior Account Manager (Fixed Income)
Builds
Client portfolios and investment strategies
Domain
Fixed income and credit investment management
Deliverable
client delivery
Required skills
Portfolio monitoring, strategy communication, performance attribution, investment objective development, client education, macroeconomic analysis
Preferred skills
CFA II certification, European market experience, advanced degree in Finance/Economics
Technologies
None stated
Responsibilities
Build and develop client relationships, monitor portfolios, communicate investment strategies, provide performance attribution, outline firm outlook, develop investment objectives, educate clients on products and services
Seniority
Senior, experienced IC