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