Posted:
6/6/2024, 5:00:00 PM
Location(s):
New York, New York, United States ⋅ New York, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Business & Strategy
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POSITION SUMMARY:
The Portfolio Manager (PM) will primarily support the Portfolio Management team’s responsibilities in managing Resolution Life US’s (RLUS) investments across the asset class spectrum. As an Insurance company, the RLUS portfolio will consist of a diversified mix of capital-efficient investments which are optimized from time-to-time for the best risk adjusted return outcome. RLUS leverages relationships with third-party investment managers to invest in specific asset classes. It is the primary responsibility of the Portfolio Management team to execute the investment strategy through manager oversight. The Portfolio Management team will work in combination with the Risk and Strategy team to set portfolio construction, asset allocation, asset class relative value, and formulate market views.
The PM will have the opportunity to gain exposure to investments across the portfolio and will also be involved in other aspects of the team’s activities including risk management, performance analysis, reporting, and the continuous build-out of the team’s operating infrastructure. Additionally, the PM will have the opportunity to have interactions with internal stakeholders as well including team members from the actuarial, finance, legal, and operations groups.
The RLUS Investment Team is a lean, flat organization that requires all individuals to contribute in order to generate the best outcome for the Group. The environment is fast paced, flexible, and will allow the individual to gain exposure to all aspects of the investment process. The RLUS business expects to grow significantly in the coming years and the team will evolve along with it. 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.
Position Responsibilities:
Manager oversight
Will assist the Head of Portfolio Management in monitoring specific investment mandates and communicating internally on the changing risk/return characteristics of the asset class and securities held by RLUS in the portfolio
Participate in monthly/quarterly portfolio review meetings as well as serve as the point person for more ad-hoc questions originating from within RLUS or from the third-party manager
Review and recommend investment directions and instructions to be provided to third- party investment managers under the supervision of the Head of Portfolio Management
Lead Portfolio Manager on Fixed Income and Alternative Asset Classes
Responsible for the execution of portfolio rotation, risk monitoring, internal presentations on certain asset classes
These asset classes include public and private fixed income as well as alternative investments
Investment Team support
Assist the broader Investment Team in other areas including Investment Strategy and Risk as well as Investment Operations
Provide input to the team’s discussions on an ongoing basis with regards to potential opportunities or developing risks in the markets based on individual research
Assist in developing internal presentations for various Committee meetings, investment proposals, or other purposes as needed
Knowledge and Experience
Bachelor’s Degree in Finance, Economics, or related area.
Certified Financial Analyst (CFA) is a plus
6-10 years’ experience in an investments-related role
Experience in an Insurance company environment preferred
Strong analytical and problem solving skills
Excellent verbal and written communication skills
Ability to multi-task, prioritize, and pivot efficiently
Excellent organization and interpersonal skills
Proficiency with Excel, PowerPoint, and Bloomberg
Knowledge of MS Power tools preferred
Location: New York City, would need to go into the office min 2 days per week.
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.
NYC: $205,000 - $250,000
Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture:
Website: https://resolutionlife.com/
Headquarter Location: London, England, United Kingdom
Employee Count: 1001-5000
Year Founded: 2003
IPO Status: Private
Last Funding Type: Corporate Round
Industries: Financial Services ⋅ Insurance ⋅ Life Insurance