What are the responsibilities and job description for the Client Portfolio Management (Director) position at Coda SearchStaffing?
Our Client is a growing alternative asset management firm currently seeking to add a Director to their growing Insurance practice. Ideal individual will play the leading role in growing firms' insurance-focused initiatives, scaling the firms Mid-West insurance platform strategy for business line's growth moving forward. Ideal individual will eb responsible for delivering customized investment solutions to insurance clients to achieve objectives within the return, risk, regulatory, capital and accounting environment within their business.
Key Responsibilities :
- Build a new business line dedicated to insurance, including development of business models, revenue streams, and a go-to-market strategy. Ensure compliance with industry regulations and best practices
- Calibrate with Investment Team, working closely with multiple internal stakeholders to optimize strategy for growing insurance portfolio
- Advise clients and oversee implementation of strategic and implementation issues, such as asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation, and research on investment management strategies
- Drive the development of internal products tailored to the clients insurance sector's unique needs
- Insurance business unit project portfolio management and report syndication
- Partner across the Insurance business unit and other business units to deliver value for the firm
- Develop a network of contacts in the industry through deal negotiations, due diligence activities and attendance at industry conferences and other networking opportunities.
- Partnering with asset class investment teams to implement strategic and tactical asset allocation decisions, including evaluating deployment opportunities in furtherance of overall portfolio objectives
- Conduct research across private & public credit markets, including collaborating with dedicated sector investment teams to maintain real-time views on asset class characteristics and performance drivers
- Create key presentations for insurance company clients, rating agencies, and investors
- Lead day-to-day portfolio management for insurers, including strategic asset allocation analysis, portfolio construction optimization, and custom liability-hedging & asset-liability matching analysis
- Develop and maintaining portfolio models, performance & risk analytics, and other relevant monitoring / reporting tools.
- Collaborate with our Research, Engineering, Legal, Compliance and Finance teams to take products from conceptualization to launch. Develop and execute a comprehensive product strategy that leverages our capabilities to create innovative solutions
What you need to succeed :
