Kuvare Holdings
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Vice-President/Director, Portfolio Management
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Kuvare Holdings Join to apply for the
Vice-President/Director, Portfolio Management
role at
Kuvare Holdings Get AI-powered advice on this job and more exclusive features. This range is provided by Kuvare Holdings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $250,000.00/yr - $350,000.00/yr About Kuvare
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service. About Kuvare
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare Family Of Companies
Retail Annuity and Life Insurance Solutions:
United Life Insurance Company Guaranty Income Life Insurance Company Lincoln Benefit Life
Institutional Insurance
Kuvare Life Re
Bespoke Insurance Solutions
Ignite Partners
About The Role
The Vice-President/Director, Portfolio Management will report to and work closely with the Head of Insurance Asset Management to manage and coordinate the full range of activities across Kuvare’s onshore and offshore insurance investment portfolios, including new origination, liquidity and ALM management, monitoring and management of investment positions (in coordination with the PM teams), and evaluating asset class allocations. KSI invests across a wide range of markets with a primary focus on investment grade fixed income, including core liquid credit, private corporate, and structured credit in addition to commercial real estate. The position will also be actively involved in providing oversight of Kuvare’s third party advisors in addition to supporting Kuvare’s services business with a focus on portfolio construction.
What You'll Do
Collaborate with internal stakeholders (Traders, Operations, Treasury, Accounting, Actuarial) to develop and implement both long-term and short-term trade strategies designed to optimize income and capital Assist the Head of Insurance Asset Management with oversight of existing external asset managers Manage FHLB and reverse Repo leverage facilities Assist the Head of Portfolio Management with development, implementation, and oversight of the company’s SAA, ensuring compliance with applicable guidelines Maintain new business pricing models for retail and institutional business as well as third-party clients Provide support for weekly, monthly, and quarterly portfolio monitoring processes Track existing and prospective investment activity across the client accounts Generate customized and/or ad-hoc analysis Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis with minimal oversight Travel may be required (up to 15%) and based in either Chicago or New York
Qualifications
Bachelor's degree or higher. MBA and/or CFA Charter is a plus A minimum of 10+ years of experience in general institutional asset management Experience within or with an insurance company investment function is required. Understanding of the operating functions of an asset manager: Origination, Compliance, Reporting Highly proficient with fixed income analytics Excellent communication, presentation, and interpersonal skills targeting C-Suite and third-party clients Strong results orientation and ability to work in a fast-paced environment Self-starter with a strong work ethic and genuine willingness and desire to learn Strong organizational and analytical skills, ability to multi-task and manage several projects at a time Highly proficient with Microsoft Office Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInsurance Referrals increase your chances of interviewing at Kuvare Holdings by 2x Sign in to set job alerts for “Director Portfolio Management” roles. New York, NY $175,000.00-$250,000.00 1 week ago New York, NY $220,000.00-$260,000.00 2 months ago New York, NY $250,000.00-$300,000.00 5 days ago New York, NY $200,000.00-$250,000.00 1 month ago New York, NY $160,000.00-$210,000.00 6 months ago New York, NY $300,000.00-$350,000.00 2 months ago New York, NY $160,000.00-$195,000.00 5 days ago New York, NY $200,000.00-$250,000.00 1 day ago New York City Metropolitan Area $275,000.00-$350,000.00 1 month ago New York City Metropolitan Area 2 weeks ago New York, NY $120,000.00-$160,000.00 2 weeks ago New York, NY $175,000.00-$250,000.00 2 weeks ago New York, NY $200,000.00-$250,000.00 2 weeks ago New York City Metropolitan Area $175,000.00-$225,000.00 1 week ago New York City Metropolitan Area 3 weeks ago New York, NY $225,000.00-$300,000.00 8 hours ago Director, Corporate Finance JV Management New York, NY $160,000.00-$170,000.00 4 days ago New York, NY $120,000.00-$160,000.00 1 month ago New York City Metropolitan Area $180,000.00-$250,000.00 1 week ago New York City Metropolitan Area $250,000.00-$300,000.00 1 week ago New York, NY $190,000.00-$220,000.00 1 week ago Newark, NJ $250,000.00-$300,000.00 1 month ago New York City Metropolitan Area $250,000.00-$350,000.00 1 week ago New York, NY $150,000.00-$160,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Vice-President/Director, Portfolio Management
role at
Kuvare Holdings Join to apply for the
Vice-President/Director, Portfolio Management
role at
Kuvare Holdings Get AI-powered advice on this job and more exclusive features. This range is provided by Kuvare Holdings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $250,000.00/yr - $350,000.00/yr About Kuvare
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service. About Kuvare
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare Family Of Companies
Retail Annuity and Life Insurance Solutions:
United Life Insurance Company Guaranty Income Life Insurance Company Lincoln Benefit Life
Institutional Insurance
Kuvare Life Re
Bespoke Insurance Solutions
Ignite Partners
About The Role
The Vice-President/Director, Portfolio Management will report to and work closely with the Head of Insurance Asset Management to manage and coordinate the full range of activities across Kuvare’s onshore and offshore insurance investment portfolios, including new origination, liquidity and ALM management, monitoring and management of investment positions (in coordination with the PM teams), and evaluating asset class allocations. KSI invests across a wide range of markets with a primary focus on investment grade fixed income, including core liquid credit, private corporate, and structured credit in addition to commercial real estate. The position will also be actively involved in providing oversight of Kuvare’s third party advisors in addition to supporting Kuvare’s services business with a focus on portfolio construction.
What You'll Do
Collaborate with internal stakeholders (Traders, Operations, Treasury, Accounting, Actuarial) to develop and implement both long-term and short-term trade strategies designed to optimize income and capital Assist the Head of Insurance Asset Management with oversight of existing external asset managers Manage FHLB and reverse Repo leverage facilities Assist the Head of Portfolio Management with development, implementation, and oversight of the company’s SAA, ensuring compliance with applicable guidelines Maintain new business pricing models for retail and institutional business as well as third-party clients Provide support for weekly, monthly, and quarterly portfolio monitoring processes Track existing and prospective investment activity across the client accounts Generate customized and/or ad-hoc analysis Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis with minimal oversight Travel may be required (up to 15%) and based in either Chicago or New York
Qualifications
Bachelor's degree or higher. MBA and/or CFA Charter is a plus A minimum of 10+ years of experience in general institutional asset management Experience within or with an insurance company investment function is required. Understanding of the operating functions of an asset manager: Origination, Compliance, Reporting Highly proficient with fixed income analytics Excellent communication, presentation, and interpersonal skills targeting C-Suite and third-party clients Strong results orientation and ability to work in a fast-paced environment Self-starter with a strong work ethic and genuine willingness and desire to learn Strong organizational and analytical skills, ability to multi-task and manage several projects at a time Highly proficient with Microsoft Office Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInsurance Referrals increase your chances of interviewing at Kuvare Holdings by 2x Sign in to set job alerts for “Director Portfolio Management” roles. New York, NY $175,000.00-$250,000.00 1 week ago New York, NY $220,000.00-$260,000.00 2 months ago New York, NY $250,000.00-$300,000.00 5 days ago New York, NY $200,000.00-$250,000.00 1 month ago New York, NY $160,000.00-$210,000.00 6 months ago New York, NY $300,000.00-$350,000.00 2 months ago New York, NY $160,000.00-$195,000.00 5 days ago New York, NY $200,000.00-$250,000.00 1 day ago New York City Metropolitan Area $275,000.00-$350,000.00 1 month ago New York City Metropolitan Area 2 weeks ago New York, NY $120,000.00-$160,000.00 2 weeks ago New York, NY $175,000.00-$250,000.00 2 weeks ago New York, NY $200,000.00-$250,000.00 2 weeks ago New York City Metropolitan Area $175,000.00-$225,000.00 1 week ago New York City Metropolitan Area 3 weeks ago New York, NY $225,000.00-$300,000.00 8 hours ago Director, Corporate Finance JV Management New York, NY $160,000.00-$170,000.00 4 days ago New York, NY $120,000.00-$160,000.00 1 month ago New York City Metropolitan Area $180,000.00-$250,000.00 1 week ago New York City Metropolitan Area $250,000.00-$300,000.00 1 week ago New York, NY $190,000.00-$220,000.00 1 week ago Newark, NJ $250,000.00-$300,000.00 1 month ago New York City Metropolitan Area $250,000.00-$350,000.00 1 week ago New York, NY $150,000.00-$160,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr