AVP Senior Portfolio Manager

3 weeks ago

West Chester, United States Venerable Full time
The AVP Senior Portfolio Manager will assume responsibility for providing investment management expertise for all aspects of the VIA. The Portfolio Manager will work closely with the Head of VIA and Chief Compliance Officer, as well as other senior management, to ensure consistent and appropriate monitoring and oversight of mutual funds and their sub-advisors. This position offers a unique opportunity to help build out the VIA's investment capabilities. Financial markets background working in a manager of managers structure is critical to the success of this role.

Primary responsibilities will include monitoring and oversight of mutual funds and their sub-advisers, including but not limited to:
  • ongoing due diligence and sub-adviser reviews
  • review of asset allocation and underlying fund selection
  • formulating investment objectives and principal investment strategies
  • performance and risk reporting relative to benchmarks and peers
  • ensuring portfolios are being managed according to their investment guidelines
  • reporting to the Board of Trustees of the mutual funds
  • Collaborate with Head of the VIA to develop an investment due diligence program
  • Manage and oversee data systems and reporting tools related to portfolio management of the mutual funds
  • Responsible for the quarterly preparation of meeting materials, in coordination with sub-advisors and other relevant service providers
  • Contribute to ongoing design and launch of new funds/structures, and any changes to investment strategies
  • Oversee the investments review for the annual contract renewal of advisory and sub-advisory agreements
  • Manage relationships with subadvisors and other key service providers
  • Continually review the investment process for refinement, seeking opportunities to optimize performance
  • Keep informed of market developments and other potential impacts to the VIA
  • Assist in regulatory reporting as needed, such as preparation of the annual shareholder letter
  • Collaborate on special projects, as needed

Key Qualifications:
  • CFA Charterholder or MBA required
  • Minimum 10 years' experience in investment management; experience in a variable insurance company framework is a plus
  • Experience working in a manager of managers structure a plus
  • Exceptional oral and written communication skills and the ability to simplify complex concepts and work effectively with all levels of the organization
  • Demonstrated ability to deliver results under pressure in a tight timeframe, while managing and negotiating competing priorities and deadlines
  • Excellent management orientation and problem-solving skills
  • Knowledge of and experience with various types of mutual fund products
  • Experience with investment management analytical applications (e.g. Bloomberg, Blackrock Aladdin, Lipper, Morningstar, Zephyr StyleAdvisor or related products)

#LI-DP1

Venerable Values:

Every position at Venerable has responsibility for living out the company's values as described here:

We are Courageous - We think critically, ask "why?" and seek out creative solutions.

We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.

We are Connected - We are connected to each other, our customers and our community.

  • AVP, Portfolio Management

    1 month ago

    West Chester, United States The Ladders Full time

    STP is seeking an innovative, analytical, and dedicated team player to join our shared services team as the AVP of Portfolio Management. This role entails overseeing and maintaining the accuracy and integrity of client accounting data. Key responsibilities include conducting daily analyses to identify data trends, enhancing operational procedures, mitigating...

  • AVP, Portfolio Management

    1 month ago

    West Chester, United States STP Management Corporation Inc. Full time

    Job DescriptionJob DescriptionDescription:STP is seeking an innovative, analytical, and dedicated team player to join our shared services team as the AVP of Portfolio Management. This role entails overseeing and maintaining the accuracy and integrity of client accounting data. Key responsibilities include conducting daily analyses to identify data trends,...

  • Senior Portfolio Manager

    3 weeks ago

    West Palm Beach, United States Cypress Bank & Trust Full time

    Job Description JOB TITLE: Senior Portfolio Manager DEPARTMENT: Portfolio Management REPORTS TO: Chief Investment Officer (CIO) EFFECTIVE DATE: 8/13/2024 Summary Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We...

  • AVP, Client Relationship Manager

    2 weeks ago

    Port Chester, New York, United States Customers Bank Full time

    About Customers Bank At Customers Bank, we are committed to fostering a collaborative environment where we strive to create exceptional customer interactions while enjoying our work. Our Core Values Our vision, mission, and values serve as the foundation for our pursuit of excellence. We prioritize: Passion: A genuine enthusiasm for our work and our...

  • AVP Finance

    1 month ago

    West Chicago, United States Lost Dutchman Search Full time

    AVP, FinanceP&C Insurance AccountingChicagoland - NW Burbs, area locals only - no reloI'm assisting another recruiter on this one! We're targeting professionals in the greater Chicagoland area coming out of the P&C Insurance Accounting marketplace who are open to CAPTIVE ACCOUNTING and ready to move up from an Account Manager role to an AVP, Finance role. A...

  • AVP Finance

    2 months ago

    West Chicago, United States Lost Dutchman Search Full time

    AVP, Finance - - P&C Insurance Accounting Chicagoland - NW Burbs, area locals only no relo I'm assisting another recruiter on this one! We're targeting professionals in the greater Chicagoland area coming out of the P&C Insurance Accounting marketplace who are open to CAPTIVE ACCOUNTING and ready to move up from an Account Manager role to an AVP, Finance...

  • AVP of Finance

    2 months ago

    West Palm Beach, United States HH Staffing Services Full time

    Position: AVP of FinanceLocation: West Palm Beach, FLPay: Up to 175,000 annually & bonus opportunities!Experience: Proven experience as a Controller/Assistant Controller or Accounting Manager preferably within the mortgage brokerage and/or financial services related industries (i.e, FinTech)Previous experience in developing reporting for and giving...

  • AVP of Finance

    3 months ago

    West Palm Beach, United States HH Staffing Services Full time

    Position: AVP of FinanceLocation: West Palm Beach, FLPay: Up to 175,000 annually & bonus opportunities!Experience: Proven experience as a Controller/Assistant Controller or Accounting Manager preferably within the mortgage brokerage and/or financial services related industries (i.e, FinTech)Previous experience in developing reporting for and giving...

  • AVP Finance

    1 month ago

    West Chicago, United States Lost Dutchman Search Full time

    AVP, FinanceP&C Insurance AccountingChicagoland - NW Burbs, area locals only - no relo I'm assisting another recruiter on this one! We're targeting professionals in the greater Chicagoland area coming out of the P&C Insurance Accounting marketplace who are open to CAPTIVE ACCOUNTING and ready to move up from an Account Manager role to an AVP, Finance role. A...

  • Junior Portfolio Management Specialist

    2 weeks ago

    West Columbia, South Carolina, United States AgFirst Full time

    Position Overview The Junior Portfolio Management Specialist will assist in various aspects of loan origination and closing, as well as ongoing loan servicing and support for prospecting initiatives. This role will involve collaboration with Capital Markets Officers and their designated loan portfolios. The Junior Portfolio Management Specialist will engage...

  • Caregiver - Senior Living Assistant

    3 days ago

    West Chester, Pennsylvania, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a compassionate and dedicated Caregiver to join our team. As a Caregiver, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.Key ResponsibilitiesBuild meaningful relationships with residents and their families,...

  • Product Portfolio Strategist

    2 days ago

    Chester, Virginia, United States Eclipse Innovations Full time

    Eclipse Innovations is seeking a seasoned Product Portfolio Manager to join our team. As a key member of our organization, you will be responsible for defining and implementing product portfolio planning in collaboration with our management team.Key Responsibilities:Develop and execute product portfolio strategies to drive business growth and...

  • Dining Room Manager

    1 day ago

    West Chester, Pennsylvania, United States Sunrise Senior Living Full time

    About the Role:Sunrise Senior Living is a leading provider of senior living services, and we're seeking a skilled Dining Room Manager to join our team. As a Dining Room Manager, you will be responsible for providing exceptional dining experiences for our residents, ensuring that every meal is a memorable occasion.Key Responsibilities:Provide exceptional...

  • Senior Product Development Manager

    3 weeks ago

    West Chester, United States LEM Products Full time

    Company DescriptionLEM Products, based in West Chester, Ohio, is a leading provider of high-quality meat processing equipment and supplies for hunters and home processors. As the parent company to Roots & Harvest, LEM Products offers competitive pricing and a wide range of products to meet the evolving needs of customers. Founded in 1991 by Larry Metz, LEM...

  • Portfolio Manager

    6 days ago

    West Chicago, United States BALL HORTICULTURAL COMPANY Full time

    Job DescriptionJob DescriptionDescription:The Vegetable Portfolio Manager has a strategic role in setting the direction for the product portfolio and requirements for introduction in a target category at PanAmerican Seed (PAS). With approval from the PAS Executive Committee (PAS EC), the Vegetable Portfolio Manager defines product direction and proposes a...

  • Senior Commercial Banking Officer

    2 weeks ago

    West Chester, Pennsylvania, United States Truist Financial Corporation Full time

    Position Overview:As a Senior Commercial Banking Officer, you will be responsible for identifying, engaging, and nurturing long-term, profitable relationships with clients generating between $5 million and $75 million in annual revenue.Key Responsibilities:- Develop and manage a diverse portfolio of commercial clients.- Provide a comprehensive suite of...

  • Assistant Vice President, Investment Portfolio Oversight

    1 week ago

    West Chester, Pennsylvania, United States STP Management Corporation Inc. Full time

    Position OverviewSTP Management Corporation Inc. is in search of a forward-thinking, detail-oriented, and collaborative professional to become a vital member of our shared services team as the Assistant Vice President of Investment Portfolio Oversight. This position is crucial for ensuring the precision and reliability of client financial data.Key...

  • Portfolio Manager Team Lead

    3 months ago

    West Des Moines, United States MidWestOne Bank Full time

    Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no...

  • Senior Fund Accountant

    3 months ago

    West Chester, United States The Ladders Full time

    Job Type Full-time Description Do you want to be part of a global team that is taking the financial services industry by storm? Are you looking for a company that is dedicated to developing and building your career? Do you want to work at a company that puts its employees and culture at the forefront of everything they do? If your answer to these...

  • Senior Accountant

    3 weeks ago

    West Chester, United States Lasko Products Full time

    Lasko Products, an industry leader of home environment products for over 100 years, is seeking a Senior Accountant for our West Chester, PA headquarters. The Senior Accountant will oversee and manage the several key areas of the balance sheet and have one to two direct reports. This position reports to the Accounting Manager. Primary Responsibilities ...