Portfolio Manager

New England Asset Management

$90K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of relevant industry experience
  • Strong understanding of fixed income assets, including Corporates, Municipals, and Structured Securities
  • Familiarity with Common and Preferred Stock is a plus
  • Demonstrated ability to listen and provide client-driven solutions
  • Excellent oral and written communication skills
  • Bachelor's degree in a related field required; MBA preferred
  • CFA designation preferred

Responsibilities

  • Manage day-to-day portfolio and client relationships for designated insurance clients
  • Articulate economic, capital market, and portfolio analysis for clients
  • Lead internal client teams and serve as primary contact for clients
  • Apply NEAM investment policies to client portfolios
  • Present at client board and investment committee meetings
  • Report on economic developments, investment strategy, and portfolio performance
  • Focus on maintaining and growing assets under management

Benefits

  • Hybrid work schedule with remote and in-office options
  • Collaborative and intellectually curious team culture
  • Access to proprietary decision-making tools and specialized services
  • Opportunity to develop skills in a dynamic regulatory environment
Full Job Description
Portfolio Manager

Position Description

The PortfolioManager is a full-time member of the Portfolio Management Group and isresponsible for the day-to-day portfolio management and relationship managementof their designated insurance clients.

Thesuccessful candidate will possess excellent communication skills to articulate economic,capital market, and portfolio commentary for their clients as well as stronganalytical skills to effectively manage portfolios.

The successful candidatewill have a demonstrated history of utilizing internal client resourceseffectively to serve external clients to the best of the firm's ability.

The PortfolioManagement Group is responsible for delivering investment and capitalmanagement services to insurance clients.

The members of the PortfolioManagement Group are the day-to-day contacts for NEAM's insurance companyclients and lead the internal client teams.

They are responsible for therelationship management and client portfolio management functions which includethe application of NEAM investment policy to specific client portfolios and havingintimate knowledge of the day-to-day activities in the portfolio, clientguidelines, risk tolerance, and unique requirements.

Their specific focus is toeffectively provide service that results in maintenance and growth of assetsunder management with their client.

The Portfolio Manager will represent thefirm at regular client board/investment committee meetings and report oneconomic and capital market developments, investment strategy, portfolioactivity, and performance results.

Qualifications

The successful candidatewill possess project integrity and credibility and have the ability to make alasting impression on clients.

A minimum of ten years of relevant industry-related experience.

A capital markets orientation.

An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities.

A familiarity with Common and Preferred Stock is a plus.

Demonstrated ability to listen and assimilate information in the context of providing solutions using client services.

Ability to think quickly and offer creative solutions to problems.

Demonstrated professionalism, team orientation, and a strong work ethic.

Proven ability to think creatively.

Possess strong oral and written communication skills.

Must be comfortable in a team-oriented collegial environment that prizes strong individual contribution.

Bachelor's degree in a related field is required and advanced degree in a related field of expertise such as an MBA is preferable.

CFA preferred.

About US

For more information about NEAMplease visit our website at www.neamgroup.com.

NEAMis a wholly owned subsidiary of General Re Corporation, which is a subsidiaryof Berkshire Hathaway Inc. NEAM has developed proprietary decision-making toolsand specialized services enabling the delivery of asset and capital managementsolutions to clients within the context of evolving regulatory, accounting andtax issues faced by insurance companies today.**

The firm's culture is team oriented, collaborative, transparent, andintellectually curious.

We currently offer a hybrid schedule with M/F remote and T/W/TR in the officein Farmington, CT.

**NEAM does not offer tax/legal advice.

It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

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