FM
Overview
Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to understand hazards that can impact business continuity and to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Role overview
This is a mid-level role, reporting to and working closely with the VP, External Investment Management, Portfolio Managers (PMs), Chief Investment Officer (CIO), and other senior Investments leaders and staff. The role focuses on one or more asset classes with a primary emphasis on select public, liquid and private asset classes. The role involves collaboration with internal stakeholders and external investment management partners, and works with Public and Private Markets PMs, the Asset Allocation, Strategy group, and Investment Operations. The incumbent helps research new investments, underwrites new managers, conducts regular existing manager diligence, and manages related communications to and from managers. The role also contributes to influencing and recommending broad and/or specific aspects of portfolio construction related to external mandates in public, liquid and/or private markets. Responsibilities include leading and enabling, and where relevant collaborating on risk and performance analytics for the respective asset class(es). The incumbent will lead periodic investments, and economics and financial markets-related projects and initiatives related to the respective asset class(es). Responsibilities
Collaborate with internal stakeholders and external investment management partners on research, diligence, and communications with managers. Research new investments and underwrite new managers; conduct regular existing manager diligence. Assist in influencing and recommending portfolio construction related to external mandates in public, liquid and/or private markets. Lead or enable risk and performance analytics for the respective asset class(es). Lead periodic investments and economics/financial markets-related projects and initiatives for the asset class(es). Additional opportunities
The role may also provide opportunities to work with other team leaders within Investments to onboard top talent, including summer interns and rotation hires. The focus will primarily be across select asset classes in either public or private markets investments managed by external investment management firms. The role will rely on the Investment analytics team and external analytics services for manager diligence activities. Qualifications
BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred 5+ years of relevant sector-specific experience in investments, financial markets and/or financial risk management Global financial markets, investments, risk management and economics-related experience across asset classes, and risk and quantitative analysis Broad knowledge in the financial markets and investments across asset classes Strong interpersonal, communication, presentation, analytical and collaboration skills Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management Collaborative mindset, people management skills and leadership experience required Expert knowledge in using Bloomberg, FactSet, and similar investments systems, with ability to apply expertise to new investment risk management and accounting related systems Compensation and benefits
The annual salary for this position is $134,080 to $192,700 and will be determined based on individual qualifications. Employees enjoy a comprehensive Total Rewards program, including incentives, health and well-being programs, retirement plans, career development, tuition reimbursement, flexible work options, and more. Equal Opportunity
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
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Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to understand hazards that can impact business continuity and to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Role overview
This is a mid-level role, reporting to and working closely with the VP, External Investment Management, Portfolio Managers (PMs), Chief Investment Officer (CIO), and other senior Investments leaders and staff. The role focuses on one or more asset classes with a primary emphasis on select public, liquid and private asset classes. The role involves collaboration with internal stakeholders and external investment management partners, and works with Public and Private Markets PMs, the Asset Allocation, Strategy group, and Investment Operations. The incumbent helps research new investments, underwrites new managers, conducts regular existing manager diligence, and manages related communications to and from managers. The role also contributes to influencing and recommending broad and/or specific aspects of portfolio construction related to external mandates in public, liquid and/or private markets. Responsibilities include leading and enabling, and where relevant collaborating on risk and performance analytics for the respective asset class(es). The incumbent will lead periodic investments, and economics and financial markets-related projects and initiatives related to the respective asset class(es). Responsibilities
Collaborate with internal stakeholders and external investment management partners on research, diligence, and communications with managers. Research new investments and underwrite new managers; conduct regular existing manager diligence. Assist in influencing and recommending portfolio construction related to external mandates in public, liquid and/or private markets. Lead or enable risk and performance analytics for the respective asset class(es). Lead periodic investments and economics/financial markets-related projects and initiatives for the asset class(es). Additional opportunities
The role may also provide opportunities to work with other team leaders within Investments to onboard top talent, including summer interns and rotation hires. The focus will primarily be across select asset classes in either public or private markets investments managed by external investment management firms. The role will rely on the Investment analytics team and external analytics services for manager diligence activities. Qualifications
BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred 5+ years of relevant sector-specific experience in investments, financial markets and/or financial risk management Global financial markets, investments, risk management and economics-related experience across asset classes, and risk and quantitative analysis Broad knowledge in the financial markets and investments across asset classes Strong interpersonal, communication, presentation, analytical and collaboration skills Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management Collaborative mindset, people management skills and leadership experience required Expert knowledge in using Bloomberg, FactSet, and similar investments systems, with ability to apply expertise to new investment risk management and accounting related systems Compensation and benefits
The annual salary for this position is $134,080 to $192,700 and will be determined based on individual qualifications. Employees enjoy a comprehensive Total Rewards program, including incentives, health and well-being programs, retirement plans, career development, tuition reimbursement, flexible work options, and more. Equal Opportunity
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
#J-18808-Ljbffr