Head of Portfolio Management, Insurance Solutions - Managing Director
Core
Lead the construction, oversight, and management of insurance client portfolios across private credit, asset-based finance, real estate, and other alternative asset classes.
Role type
Senior IC Head of Portfolio Management (Insurance Solutions)
Builds
Customized investment solutions and separately managed accounts for insurance companies
Domain
Asset Management / Insurance / Private Credit / Real Assets
Required skills
Portfolio construction, Asset allocation, Insurance liability management, Mandate governance, Institutional client engagement, Regulatory compliance, Capital optimization, Team leadership
Preferred skills
MBA, CFA, FSA, Experience managing general account assets, Knowledge of statutory accounting frameworks
Technologies
None stated
Responsibilities
Lead day-to-day portfolio management activities across all insurance mandates, Manage investment pipelines and asset allocation, Serve as primary investment representative for BOIS with insurance clients, Build and lead a high-performing portfolio management team, Lead the design and implementation of investment guidelines
Seniority
Senior, hands-on IC with team leadership