Solutions Portfolio Manager - FTIS

About the role

The Solutions Portfolio Manager (SPM) is responsible for supporting FTIS's market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes, and Indexed Universal Life ("IUL"). This involves collaborating with the systematic solutions team to design products, reviewing market trends, assisting in the development of marketing materials, and working closely with the firm's distribution and sales teams.

Responsibilities

• Collaborate with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels.
• Identify areas of opportunity by analyzing market trends, client needs, and the competitive landscape.
• Achieve a deep understanding of industry leaders in key product categories, including how the products are structured and key points of differentiation.
• Create marketing materials, client review materials, and RFP content for indexed solutions.
• Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations.
• Work closely with FT’s distribution and sales teams to win new mandates and support existing insurance clients.

Qualifications, Skills & Experience

• Targeting: 5 - 10 years of experience in multi-asset investments and working with institutional and retail channel clients.
• Strong finance background with foundational knowledge of financial markets and investing strategies.
• Bachelor’s degree in a numerical discipline such as mathematics, science, engineering, business administration, or economics.
• Strong familiarity with MSFT Excel, PowerPoint, and Word.
• Experience using third-party applications to analyze data, such as Bloomberg or other data platforms.
• Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies.
• Industry knowledge regarding systematic strategies and index-linked insurance products, such as FIAs or RILAs.
• Industry designations such as CFA or others are a plus.
• Strong work ethic and drive are essential.
• Excellent communication skills, both with clients and internal partners.

Work Location

On-site in New York City

Application Instructions

When applying, please be sure to attach your resume/CV. Applications without a resume file attachment will not be reviewed.

Compensation Range

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. The salary, benefits, and variable rewards will reflect the seniority of the position and a competitive market rate. The annual salary for this position ranges between $140,000 - $200,000.

Benefits

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental, and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.