As an Insurance Portfolio Manager within the Global Fixed Income Currency and Commodities (GFICC) team, you will be tasked with overseeing all aspects of multi-sector investment grade fixed income portfolios for our insurance company clients. Your role will require close collaboration with a dedicated portfolio management team, primarily focusing on insurance clients. You will be in charge of portfolio positioning, monitoring risk metrics, and meeting client-specific portfolio needs. With significant direct client interaction, you will customize portfolios to meet their unique business needs.
Job Responsibilities
- Actively manage insurance client portfolios to meet client-specific objectives.
- Partner with fellow Insurance PMs to determine relative value within and between sectors.
- Collaborate with the Strategy & Analytics team to design client-appropriate portfolios.
- Present GFICC’s investment process and market insights to current clients and prospects.
- Respond promptly and thoroughly to client inquiries.
- Partner with a wide range of internal teams to improve portfolio management processes and enhance operational efficiencies.
Required qualifications, capabilities and skills
- Minimum 5 years experience managing fixed income portfolios.
- Strong communication skills to interact with clients and internal partners.
- Self-motivation to work independently with limited guidance and oversight.
- Team orientation with ability to proactively present investment ideas to the PM team.
- Ability to manage complex and potentially conflicting client priorities often under tight time constraints.
- Bachelor's Degree.
Preferred qualifications, capabilities and skills
- Experience managing insurance fixed income portfolios
- CFA designation or post-graduate business degree
- Experience managing corporate bonds
This position can be located in either New York, NY or Columbus, Ohio.