AVP Investment Portfolio Manager - Sammons Financial Group Asset Management

About the role

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership. Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks. Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances.

Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making.

This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions.

Responsibilities

• Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures.
• Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks.
• Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns.
• Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates.
• Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations.
• Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums.
• Contribute to enhancements of manager oversight frameworks, governance processes, reporting capabilities, portfolio analytics, and quantitative surveillance tools.
• Develop strong working relationships with internal investment teams, enterprise stakeholders, external managers, and other key partners.
• Mentor and guide investment professionals while supporting a collaborative, accountable, and high-performance culture.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• Regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

Requirements

• Bachelor's Degree in Finance or related field (Preferred)
• Minimum 10 years of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience (Required)
• Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis (Required)
• Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance (Required)
• Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams (Required)
• Insurance general account investment experience (Preferred)
• Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships (Preferred)
• Experience presenting portfolio assessments and investment recommendations to leadership or governance forums (Preferred)

Skills

• Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
• Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations
• Strong ability to evaluate and oversee third-party asset managers and identify performance, risk, governance, or operational concerns
• Excellent oral and written communication skills, including ability to present investment concepts and recommendations clearly
• Strong relationship management, collaboration, stakeholder engagement, attention to detail, self-initiative, and accountability
• Ability to prioritize multiple initiatives, meet deadlines, and support disciplined governance and control processes
• Demonstrated ability to mentor others and contribute to a collaborative, performance-driven culture
• Proficiency with investment analytics and reporting tools such as Bloomberg, BlackRock Aladdin, FactSet, Clearwater, Power BI, Tableau, or advanced Excel (Preferred)
• CFA designation or pursuit of CFA designation (Preferred)

Other Requirements

Due to the financial nature and level of accountability of this position, a credit and criminal background check is required. The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application.

This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Pay

USD $160,449.00 - USD $267,415.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience.

Benefits

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something: Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)