What are the responsibilities and job description for the Investment Origination & Product Management Associate position at Axcelus Financial Life Insurance Company?
A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted in January of 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our client's unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net-worth and ultra-high-net-worth individuals and families in the U.S. and around the globe.
Position Summary
The Manager of Investment Origination & Product Management is responsible for product development, managing onboarding, and ongoing product management of investment options on the Axcelus platform.
Please note the job title may change to reflect experience level.
Responsibilities
- Assist the team with originating and onboarding third-party investment managers to Axcelus’ investment platform. This includes hedge funds, private equity, real assets, mutual funds, and separately managed accounts.
- Collaborate closely with external partners including asset managers, capital introduction professionals, sales intermediaries, RIAs, broker-dealers, etc.
- Partner with sales, legal, operations, and due diligence teams on all job responsibilities.
- Educate managers on the investment requirements of insurance products
- Support initiatives designed to deliver information regarding Axcelus’ platform and funds to internal and external partners. This includes drafting and maintaining fund summaries, and coordinating the development of marketing materials.
- Assist with expanding distribution channels through which Axcelus’ products and capabilities are offered. Participate in or lead cross-functional projects designed to create partnerships with distribution partners such as national and regional B/Ds, RIAs, etc.
- Aid in firm initiatives to improve the distribution and awareness of Axcelus’ products and investment options
- Identify and communicate opportunities for process improvement to increase efficiency.
Skills and Experience
- 5 years’ experience in or around alternative investment industry, sourcing or evaluating funds for distribution, and negotiation of commercial terms.
- A strong understanding of alternative asset classes. This includes knowledge of strategies, fund terms, performance attribution, liquidity, etc.
- Knowledge of and experience in wealth management, preferable HNW and UHNW segments.
- Knowledge of and experience in life insurance and annuities is a plus
- Ability to work independently and collaborate with cross-functional teams on high-priority projects
- Strong analytical, financial modeling, problem-solving, communication, and presentation skills
- Bachelor’s degree required
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
#LI-hybrid
Salary : $100,000 - $180,000