Kuvare
Vice-President/Director, Portfolio Management
Kuvare, Des Plaines, Illinois, United States, 60018
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.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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
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Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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
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