Insurance Portfolio Manager

Responsibilities

• Management of assigned international and US Insurance portfolios
• Development of portfolio strategies
• Monitoring portfolio metrics
• Managing liquidity, credit, interest rate risks
• Implementing purchase and sale programs
• Allocating investments
• Lead third party manager oversight and due diligence
• Develop and maintain a standardized due diligence framework, questionnaires, and scoring methodology
• Conduct initial and periodic onsite/virtual due diligence meetings with managers
• Monitor performance monitoring, compliance, strategy, organizational changes
• Make recommendations to hire and terminate managers
• Create dashboards and reports for senior management
• Serve a main Liaison with all third party managers for day to day activities

• BA/BS in finance or business
• CFA or ASA or FSA required
• Minimum of 5 years of investment experience
• Excellent analytical, writing, and presentation skills
• Ability to accommodate limited travel (up to 10%)
• Flexibility to participate in calls after normal business hours with international customers

• portfolio management
• risk management
• due diligence
• performance monitoring
• investment strategies
• liquidity management
• credit risk assessment interest rate risk assessment
• reporting
• dashboard creation

• analytical skills
• writing skills
• presentation skills
• communication skills
• flexibility
• organizational skills
• leadership
• interpersonal skills

• CFA
• ASA
• FSA