Portfolio Manager

Responsibilities

• Perform complex asset management work involving fundamental investment research and analysis to enhance due diligence and portfolio construction in coordination with approved investment policies across the spectrum of asset classes in which the Company invests.
• Evaluate new investment opportunities by participating in meetings with asset managers and take diligence notes, assess fit for the portfolio, and maintain a forward-looking pipeline.
• Support the evaluation of new and existing investment opportunities by conducting strategy and manager-level diligence and contributing to the preparation of investment memos.
• Cook up manager onboarding across legal, finance, and tax teams to ensure timely closings and accurate documentation for investments, inclusive of subscription documents, responding to KYC requests, and updating custodian and internal systems.
• Analyze, track and report on current manager exposures, including analyzing alternative portfolio performance, attribution, risk trends, peer benchmarking, and the underlying risk characteristics of the portfolio.
• Support operations, reporting, accounting, and analysis on the overall investment portfolio, collaborating on portfolio construction, investments monitoring, and risk management across asset classes within the overall portfolio, conducting research projects, and sharing economic and market insights to guide portfolio decision-making.
• Maintain up-to-date information on mandates, managers, and investments in internal databases and third-party systems.
• Produce quarterly investment updates and develop and maintain manager scorecards using qualitative and quantitative analysis.
• Monitor and forecast commitment pacing, NAV, and risk limits against approved investment policy guidelines.
• Manage capital calls, distribution notices, and other fund-related documentation, ensuring timely execution and communication with internal stakeholders.
• Respond to ad-hoc inquiries from internal stakeholders—including finance, tax, and the broader investment team—related to the investment portfolio.
• Stay current on investment industry developments, market conditions, accounting standards, and regulations to identify opportunities and risks and inform portfolio decision-making.

Qualifications

• Bachelor’s degree or equivalent is required, preferably Finance/Accounting.
• 10+ years of investment experience including manager sourcing, selection, and oversight.
• Investment experience in an insurance company.
• Experience allocating capital to public and private markets.