Jobs · Finance · New York

Vice President, Portfolio Manager – Fixed Income

Everest · New York, NY · 2 wk ago
HybridFinance$220k–$250k/yrFull-time

Everest is a global leader in risk management, rooted in a 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress, and opportunity—a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, with a deep commitment to our impact on communities and the wider world.

About the role

This position reports to the SVP and Head of Fixed Income and works closely with the Chief Investment Officer and other members of the investment team. In this role, you will focus on the active management of the investment-grade portfolio and the generation of net investment income, operating within risk, realized gain/loss, and guideline constraints. This is a hybrid position working 3 days in office and 2 days remote in Bermuda, New York City, or Warren, NJ.

Responsibilities

  • Generate above-benchmark excess returns and stable net investment income, while remaining within risk management, ALM, and guideline constraints.
  • Develop fixed income alpha-generation ideas, coordinate trading across managers, and report on results.
  • Partner effectively with internal portfolio managers and external managers to execute strategy.
  • Produce recurring market overview and portfolio summaries for senior management reporting.
  • Conduct ongoing credit surveillance for fixed income holdings, including maintaining a credit watchlist and escalation recommendations.
  • Lead manager searches (RFP/RFQ) and perform routine manager due diligence and performance surveillance.
  • Support the launch of new portfolios and/or strategies, including implementation planning and resource coordination.
  • Enhance asset-liability management (ALM) by partnering with treasury and finance to align portfolio positioning with liability profile, duration, liquidity, and capital objectives.
  • Lead investment information systems initiatives, partnering with stakeholders to improve data, tooling, and reporting workflows.
  • Collaborate with cross-functional partners on firmwide initiatives that impact investment strategy, operations, and governance.

Requirements

  • 7+ years of experience in fixed income, with preference for those with a corporate credit background.
  • MBA or CFA designation preferred.
  • Excellent written and verbal communication skills.
  • Advanced Excel and financial modeling skills required.
  • Proven ability to collaborate effectively across teams and functions.
  • Demonstrated ownership mindset and strong work ethic.

Pay

The base salary range for this position is $220,000 - $250,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications, and work location.

Benefits

  • Health insurance coverage
  • Employee wellness program
  • Life and disability insurance
  • 401k match
  • Retirement savings plan
  • Paid holidays and paid time off (PTO)

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders, and the communities we serve. We pride ourselves on having a unique and inclusive culture driven by unified values and behaviors, including:

  • Talent
  • Thoughtful assumption of risk
  • Execution
  • Efficiency
  • Humility
  • Leadership
  • Collaboration
  • Inclusion and Belonging

Our colleague behaviors define how we operate and interact with each other, regardless of location, level, or function:

  • Respect everyone
  • Pursue better
  • Lead by example
  • Own our outcomes
  • Win together

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