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Profile Summary:

The Portfolio Manager will support the Portfolio Management (“PM”) team’s responsibilities in managing Resolution Life’s (“RL”) investments, with a specific SME asset class focus on mortgage loans and overall Real Estate exposure. As a Life insurance company that offers reinsurance solutions, the RL portfolio targets a diversified mix of capital-efficient investments which are optimized from time-to-time for the best risk adjusted return outcome. RL leverages relationships with third-party investment managers to invest in specific asset classes that meet balance sheet objectives. It is the primary responsibility of the PM team to execute the investment strategy through manager oversight, the implementation of tactical market views, monitoring and managing emergent risks in the investment portfolio, and communicating portfolio results to senior leadership. The PM team works in collaboration with the Strategic Asset Allocation and Asset Liability Management team to set and monitor portfolio construction, asset allocation, asset class relative value, and formulate market views.

The Portfolio Manager will support the management and oversight of real estate allocations, including strategic as well as tactical decisions across residential mortgage loans (Single Family Rentals), commercial mortgage loans, structured real estate debt, and real estate equity.

The environment is fast paced and flexible, - the successful candidate will be able to gain exposure to all aspects of the investment process and have access and support ambitions growth business strategies. The individual for this role will be expected to be a team-player, willing to learn, and develop her/his skills with a positive attitude and a high degree of self-motivation.

Profile Description:

• Review new investment opportunities and provide recommendations aligned with ALM, return and capital objectives
• Manage and monitor existing and new mandates, deployment, investment guidelines, portfolio performance, valuation metrics and risk exposures across variety of residential and commercial real estate assets
• Design investment guidelines for Real Estate Debt mandates taking into consideration ALM, capital, liquidity and overarching concentration limits
• Collaborate with external asset managers and internal stakeholders on underwriting, due diligence and investment structuring of specific investment opportunities
• Support execution of commitments, secondary transactions, and co-investments across fund and direct platforms
• Prepare and present investment memos and recommendations to internal committees
• Maintain relationships with third-party investment managers, ensuring alignment with performance, risk and compliance expectations
• Coordinate regular reviews and reporting packages, including ESG and regulatory metrics
• Work closely with the CIO team, actuarial, finance, legal, and risk to ensure investment alignment with enterprise goals
• Assist in asset allocation modeling, capital forecasting, and internal reporting
• Support new pricing as well as onboarding of new business transactions

Qualifications:

• Bachelor’s degree required (in Business, Finance, Economics, Mathematics, Computer Science, Engineering, or related field); advances degree (MBA, MS) or progress toward CFA or CAIA designation preferred
• 6-10 years of relevant experience in real estate investment management, credit portfolio management, or insurance asset management
• Strong understanding of real estate capital markets, mortgage products and their credit fundamentals,
• Experience working with general account portfolios or institutional investors is preferred
• Proven ability to analyze complex investments, synthesize data, and communicate clearly to senior stakeholders
• Familiarity with insurance products and regulatory frameworks (NAIC, RBC, BMA)
• Proficient in Excel, PowerPoint, and experience with investment analytics platforms (Aladdin, Intex, Bloomberg, Argus, Pitchbook, etc)
• Ability to multi-task, prioritize, and pivot efficiently
• Strong interpersonal, verbal and written communication skills
• Strong collaborative team approach with ability to work across multiple internal and external stakeholders
• Team player who is able to establish and maintain an effective working relationship with internal and external counterparties

Location: New York, NY (Hybrid - 3 days per week in the office),

Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.

·         New York, NY:  $205,800- $251,500

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture: 

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.