AVP, Portfolio Manager
Core
Supporting the construction, oversight, and day-to-day management of customized insurance company portfolios by translating client objectives and regulatory constraints into portfolio decisions across public and private fixed income markets.
Role type
Assistant Vice President, Insurance Portfolio Manager (developing IC)
Builds
Multi-sector fixed income portfolios for life and P&C insurance clients
Domain
Insurance investment / Fixed income markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed income portfolio management, Public and private fixed income markets, Insurance regulatory frameworks (NAIC RBC, SAP, GAAP), Asset-liability management concepts, Portfolio analytics and rebalancing, Risk and capital trade-off evaluation
Preferred skills
CFA designation, Insurance company general account experience
Technologies
NAIC RBC, SAP, U.S. GAAP
Responsibilities
Execute portfolio rebalancing, cash deployment, and trade implementation; Perform relative value analysis across asset classes; Monitor portfolios for guideline compliance and performance attribution; Support senior managers in client servicing and investment committee discussions; Coordinate investment activity across asset sector teams.
Seniority
Mid-Senior, hands-on IC with development path