Senior Director - External Investment Management - Assets

Senior Director - External Investment Management - Real Assets

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FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

Senior role, reporting to VP – Private Alternative Investments and working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on real assets investments with our external investment management partners.

This key role will collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in real assets, including infrastructure and real estate. Responsibilities will also include relevant collaboration on risk and performance analytics across private markets. The incumbent will also be supporting periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities.

The role’s focus will primarily be private markets investments across real assets, managed by our external investment management partners. The externally managed real assets portfolio has investments across a very wide range of styles and strategies. The role is expected to be very proficient with concepts including but not limited to private real assets including real estate and infrastructure and private equity including distressed, special situations strategies.

While private markets will be the primary focus of this role, a good understanding of multi asset public and private investing is key to succeed in this role.

• Externally managed private real assets portfolio construction
• Work with portfolio management leadership and CIO to build and develop strategy
• Work with Asset Allocation to define focus areas for strategy selection, manager diligence
• Monitor current portfolio and strategies to determine if they are designed optimally
• External Manager, General Partner (GP) diligence, selection and underwriting and monitoring
• Build and maintain relationships with existing and new investment management partners
• Have periodical portfolio review meetings, calls to stay updated on performance and it’s drivers, risk, views and positioning
• Explain drivers of performance to investment leadership
• Recommend portfolio actions
• Special strategic investments, co-investments and portfolio companies related investments
• Collaborate with performance analytics for better return and attribution reporting
• Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
• Share insights from external real assets markets managers relevant to the total portfolio
• Work closely with other senior investments leads on periodic, ad-hoc, and special research projects

BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred

8+ years of relevant experience in investments, financial markets and/or financial risk management

8+ years of global financial market experience across asset classes

Broad knowledge in the financial markets and investments across asset classes

Strong inter-personal, communication, presentation, analytical and collaboration skills

Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments

Ability to operate as an effective tactical as well as strategic thinker with…