Title Vice President, Portfolio Management
Employer Conning
Job Location Hybrid: Onsite Tuesday, Wednesday and Thursday (remote Monday and Friday.
Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Position Summary:
Serve as a Strategy Implementation Portfolio Manager (SIPM), charged with executing the firm’s tactical fixed-income recommendations in an efficient manner across numerous portfolios. Collaborate with Client Facing Portfolio Managers (CFPM) to thoroughly understand client-specific return objectives and risk tolerances. Interact closely with traders and analysts to construct portfolios that reflect Conning’s best ideas in a dynamic fashion, and within the parameters set by client constraints.
Responsibilities:
Investment Performance
Manage portfolios to achieve investment performance that exceeds respective benchmarks, while balancing client-driven goals, portfolio constraints and guideline limitations
Client Satisfaction
Collaborate effectively with Client Facing Portfolio Managers to ensure that all client goals (performance and non-performance related) are achieved
Achieve client income and gain/loss targets where applicable
Minimize the instance of compliance violations and remedy them when they do occur.
Strategy Implementation
Ensure the design and implementation of investment strategies are, to the extent possible, consistent with Investment Policy Committee, Sector Strategy Team and Analyst guidance, while also reflecting unique client requirements, objectives, constraints and risk preferences of each client
Collaborate with sector strategy teams, analysts and traders to ensure that, to the extent possible, Conning’s best investment selection ideas are implemented across all applicable fixed income mandates
Scale & Efficiency
Collaborate with the Client Facing Portfolio Management, Analyst and Trading teams to maximize scale and consistency in implementing investment strategies
Within multi-sector mandates, ensure that fixed income allocations are managed considering non-core allocations
Requirements:
5+ years minimum experience in investment management, trading, credit research or equivalent work experience
In depth knowledge of the capital markets, including fixed-income securities and analytics
CFA Charterholder or currently in the process of earning the designation
Other Skills:
Knowledge of insurance and accounting issues, along with the ability to integrate into the portfolio management process
Ability to achieve investment performance results above established benchmarks
Exceptional attention to detail and problem-solving skills
Ability to work effectively in a fast-paced, team-oriented environment
Analytical approach with strong quantitative and qualitative skills
Strong working knowledge of Microsoft Excel and other Office Products.
Willingness to generate and communicate ideas to investment team members
Exceptional written and verbal communication and interpersonal skills
Ability to prioritize with a sense of urgency
Working knowledge of Bloomberg and investment management software a plus
Posted: June 18, 2025
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