Title Portfolio Management
Employer Conning
Job Location Hartford, CT, US
Position Description
Lead client portfolio manager for assigned insurance asset management clients. Responsible for managing the client relationship in a team approach, with strategy portfolio managers, analysts, and traders. The candidate must have a minimum of 5 years capital market experience, with demonstrated knowledge of and experience in all fixed income sectors including corporate bonds, municipal bonds, and structured securities. Experience with preferred and common stocks a plus. A broad understanding of the economic and capital market theory and conditions, as well as insurance company portfolio management is needed. Excellent communication and presentation skills required, as the successful candidate will be representing the firm at client board and investment committee meetings, reporting on economic conditions, portfolio activity and strategy, and portfolio performance results.
Responsibilities
- Primary relationship manager with client senior management, including Treasurer, Chief Financial/Investment Officers, and Presidents of client companies.
- Work in a team-oriented environment to bring optimal results to our clients. Collaborate closely with insurance solutions, strategy portfolio management, fundamental analysis, trading, risk management, insurance research and accounting groups to design and execute client specific investment strategies.
- Develop customized portfolio and operational strategies, given appropriate client input, with internal content expert teams.
- Work with colleagues to deliver client specific analysis and investment reports, including monthly and quarterly finance/investment committee reports, support for AM Best ratings meetings, investment income forecasting and portfolio repositioning analysis.
- Meet regularly with clients (manager and board members, as needed) both remotely and in-person to keep clients informed of the current and future economic outlook, portfolio activity and investment results.
- Act as liaison between clients and other parts of Conning, as appropriate.
Requirements
- Bachelor’s Degree (preferably in Finance, Mathematics or Economics) and/or MBA.
- CFA designation or in-process preferred.
- 5-years minimum experience in fixed income investment management.
- Ability to work effectively in a collaborative, team-oriented environment.
- Knowledge of investment and accounting issues as they relate to the management of insurance company fixed income and equity investments.
- Travel to client or prospect meetings is required, as needed.
- Excellent quantitative and qualitative analytic skills.
- Excellent oral and written communication skills
- Collaborative, team-oriented person
- Conning offers a broad array of benefits and the compensation package is commensurate with experience.
Commitment to Diversity, Equity, and Inclusion
Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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Job Posted 7/11/2023