Associate Portfolio Manager
Position Description
The
Associate Portfolio Manager is responsible for working with Portfolio Managers
to help with servicing our clients’ needs and to learn the day-to-day portfolio
management and relationship management of designated insurance clients.
We
are seeking a detail-oriented individual with strong organizational and
analytical skills who can support the portfolio management team by delivering
timely, accurate work.
This role requires reliability, accountability, and the
ability to independently manage responsibilities.
The ideal candidate is
proactive, communicates effectively, and has a genuine interest in developing a
career in portfolio management, along with a desire to learn about fixed income
markets and insurance portfolio management.
The Portfolio
Management group is responsible for delivering investment and capital
management services to 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 result in maintenance and growth of assets under management with their
client.
The Associate Portfolio Manager will represent the firm at regular
client board and investment committee meetings and report on economic and
capital market developments, investment strategy, portfolio activity, and
performance results.
Qualifications
Bachelor’s degree in a related field is required.
CFA or progress towards completion preferred.
The successful candidate
will possess a minimum of two years of relevant industry-related experience.
This individual will possess a client service mentality, strong written and oral
communication skills, and have an ability to make a lasting impression on
clients. In addition, this individual
will have:
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.
Delivers clear, concise, confident client-facing presentations, effectively communicating complex ideas to client stakeholders and prospective clients.
Demonstrated professionalism, team orientation, and a strong work ethic.
Proven ability to think creatively.
Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency.
Travel may be required domestically less than 10%.
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.
