Director, Portfolio Manager - Sammons Financial Group Asset Management

What You Can Expect In This Role

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with the SFGAM leadership team. Direct, manage and oversee third‑party asset managers for assigned relationships and strategies, including frequent, proactive dialogue with managers and analysis of key credit exposures and risks. Lead quantitative and qualitative analysis and research for assigned Core fixed income asset classes. Oversee analyst teams that are responsible for development of portfolio analytics, quarterly surveillance packages, and quantitative surveillance tools.

Utilize deep and thorough understanding of fixed income markets and fundamental corporate credit analysis, as well as excellent collaboration and communication between internal and external stakeholders to achieve work outcomes. This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions.

• Oversee third‑party asset managers for assigned asset classes, including frequent, proactive communication with managers, assessment of manager capabilities, expertise, and performance, and assessment of portfolio positioning and credit risk exposures, while ensuring strong communication and collaboration within SFGAM to maximize investment results and manage risks.
• Identify and lead initiatives for assessing and monitoring portfolio risk, and identify appropriate portfolio metrics for analyzing market risk at SFG and comparing across the firm’s peer competitors.
• Partner with the SFGAM leadership team on assessments of credit investments that may have unconventional obligors, collateral, or structures and co‑invest opportunities, and determine appropriate size given risk tolerances, relative value, and other considerations.
• Lead and oversee analyst teams that are responsible for development of portfolio analytics, quarterly reporting packages, and quantitative surveillance tools.
• Take ownership of and proactively manage consolidated credit risk exposures across asset managers, entities, and asset classes, while providing regular assessment of credit risk exposure, including concentrations in risky assets, exposure to assets at risk of downgrade or default, and industry exposures that are subject to severe stress to the SFGAM Leadership Team.
• Retain a deep and thorough understanding of key factors that can impact the value of SFGAM’s investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry/sector/issuer fundamentals throughout the credit cycle.
• Develop and maintain strong working relationships with internal investment team members, external key stakeholders, and team members throughout Sammons Financial Group Companies.
• Develop and strive to continually improve investment processes and oversight of the portfolio and third‑party asset managers.
• Lead, mentor and coach investment staff to achieve personal growth and build collaboration and accountability across the team. Participate in all aspects of employee management including hiring and termination decisions, coaching for performance improvements and conducting performance reviews.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• Commit to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

• Bachelor’s Degree in Finance or related field Preferred
• Master’s Degree and/or Chartered Financial Analyst (CFA) designation or pursuit of CFA designation Preferred
• Minimum 5 years’ of credit market or…