Job Description Summary
Manage and support the selection, onboarding, and ongoing oversight of third-party asset managers, with a primarily focus on Direct Lending and other Private Credit strategies. Lead and/or support key investment activities such as portfolio construction, risk monitoring, and day-to-day portfolio management to ensure alignment with objectives, risk parameters, and performance expectations.
Job Description
Responsibilities
- Manage the selection, diligence, onboarding, and ongoing oversight of third-party asset managers.
- Assist with due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations.
- Support the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction.
- Monitor mandates, managers, deployment, guidelines, compliance, risk, and performance for the Private Credit portfolio.
- Maintain market intelligence on Private Credit asset classes, trends, and relative value.
- Lead reporting and portfolio management tools, evaluate and onboard new technologies.
- Partner with internal and external stakeholders to lead strategic initiatives focused on delivering superior investment results and maximizing value creation.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Eight years of progressive experience investing in Private Credit asset classes
- Experience conducting investment and operational due diligence on asset managers and identifying best practices across a range of strategies and instruments
- Demonstrated ability to due diligence new investment opportunities by leveraging deep knowledge of private markets, asset managers, asset classes, and investment frameworks within life insurance organizations.
- Knowledge of insurance investment concepts, regulatory frameworks, and risk-based capital requirements
- Advanced Excel skills for sourcing, managing, and analyzing data for ad hoc requests, formal projects, and reporting
- Proficiency in PowerPoint, including preparation of executive-ready presentations
- Strong written and verbal communication
Preferred Qualifications
- Experience managing a large General Account portfolios
- Experience using agentic AI to improve or expand investment capabilities
- Experience using and creating Microsoft Power BI dashboards
Working Conditions
- Office Environment
- Moderate Travel 10 to 25%
- Moderate travel for internal meetings
The Salary for this position generally ranges between$165,000 - $210,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company27s discretion
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Benefits Package
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave 6 (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
