Portfolio Manager
Position Description
The Portfolio
Manager is a full-time member of the Portfolio Management Group and is
responsible for the day-to-day portfolio management and relationship management
of their designated insurance clients.
The
successful candidate will possess excellent communication skills to articulate economic,
capital market, and portfolio commentary for their clients as well as strong
analytical skills to effectively manage portfolios.
The successful candidate
will have a demonstrated history of utilizing internal client resources
effectively to serve external clients to the best of the firm’s ability.
The Portfolio
Management Group is responsible for delivering investment and capital
management services to insurance clients.
The members of the Portfolio
Management Group are the day-to-day contacts for NEAM's insurance company
clients and lead the internal client teams.
They are responsible for the
relationship management and client portfolio management functions which include
the application of NEAM investment policy to specific client portfolios and having
intimate knowledge of the day-to-day activities in the portfolio, client
guidelines, risk tolerance, and unique requirements.
Their specific focus is to
effectively provide service that results in maintenance and growth of assets
under management with their client.
The Portfolio Manager will represent the
firm at regular client board/investment committee meetings and report on
economic and capital market developments, investment strategy, portfolio
activity, and performance results.
Qualifications
The successful candidate
will possess project integrity and credibility and have the ability to make a
lasting 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 NEAM
please visit our website at www.neamgroup.com.
NEAM
is a wholly owned subsidiary of General Re Corporation, which is a subsidiary
of Berkshire Hathaway Inc. NEAM has developed proprietary decision-making tools
and specialized services enabling the delivery of asset and capital management
solutions to clients within the context of evolving regulatory, accounting and
tax issues faced by insurance companies today.**
The firm’s culture is team oriented, collaborative, transparent, and
intellectually curious.
We currently offer a hybrid schedule with M/F remote and T/W/TR in the office
in 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.
