Senior Fixed Income Portfolio Manager
5 days ago
About the Role
We are seeking an experienced Director of Financial Reserves Management to join our Americas Institutional Group (AIG) Management Team within our Client Group Team.
The AlG Management Team is responsible for ensuring Wellington has a world-class client facing individuals focused on serving and growing our institutional relationships in North America.
The Director of FRM will lead and grow our FRM business, providing leadership and development to an existing team of managers and analysts charged with assisting clients and their consultants with long-term investment strategy and policy issues.
Evaluating portfolio risks and performance, developing policy guidelines, and all aspects of client reporting and communication are key responsibilities of this role.
The Director of FRM will have dedicated client coverage, playing a hybrid business development and relationship management role, collaborating with clients across various market sectors.
Essential Skills
- Client-centric, insurance acumen and track record: The ideal candidate must exhibit in-depth knowledge of financial markets and an ability to influence through a content-led, consultative sale approach.
- Superior collaboration and leadership skills: The successful candidate will thrive being part of a highly collaborative team, building strong trusting relationships internally with other client facing personnel, product managers, portfolio managers, credit analysts.
- Growth mindset: The flexibility and openness to continue learning, evolving, and growing is required, having a global perspective and creative approach for thinking about innovation and the next generation of the investment industry.
Qualifications
- Minimum 10 years of experience within the investment industry, with a background in insurance and deep knowledge of fixed income;
- Extensive leadership experience working with clients and related investment portfolios of institutional investors;
- Independence of thought, intellectual curiosity, and an entrepreneurial nature;
- Established credibility and commerciality with generating new business opportunities and managing relationships;
- Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm;
- Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver;
- Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required.
Salary and Benefits
The base salary range for this position is USD 100,000 - 225,000. This range takes into account the wide range of factors that are considered when making compensation decisions.
In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families.
-
Portfolio Management Director
21 hours ago
Boston, Massachusetts, United States CIBC Full timeCIBC is a leading global financial institution with a long history of innovation and customer-centricity.Our investment team is seeking a highly experienced Portfolio Management Director to lead the design, implementation, and oversight of trade order management functions for centrally managed equity and fixed income strategies.This senior role will be...
-
Investment Writer
4 days ago
Boston, Massachusetts, United States Wellington Management Full timeAbout UsWellington Management is a global investment management company with a long history of serving institutional clients. Our diverse team of experts provides tailored investment solutions to meet the unique needs of our clients.The Investment Writer - Fixed Income Questionnaire Specialist plays a critical role in assisting the Client Reporting Services...
-
Boston, Massachusetts, United States Manulife Full timeJob DescriptionKey Responsibilities:1. Strategic Planning:Lead the annual and quarterly strategic planning process across senior leadership forums to develop and refine the organization's strategic direction.Collaborate with key stakeholders to analyze market trends, competitive landscape, and internal capabilities to inform strategic decision-making.Develop...
-
Head of Research Portfolio Strategy
1 month ago
Boston, Massachusetts, United States Takeda Full timeJoin Takeda's Research Team as a Strategic LeaderAbout the RoleTakeda is seeking a highly skilled and experienced Research Portfolio Manager to join our Research Strategy and Operations team. As a key member of our leadership team, you will be responsible for developing and implementing a comprehensive portfolio management strategy for our Research pipeline,...
-
Strategic Portfolio Manager
5 days ago
Boston, Massachusetts, United States Servier Full timeAbout ServierServier is a globally recognized leader in oncology, dedicated to delivering innovative solutions to patients worldwide. Our commitment to excellence and diversity has earned us a unique position in the pharmaceutical industry.Role SummaryThe Associate Director, US Portfolio Performance & Strategy, will report directly to the Sr. Director of...
-
Global Learning Portfolio Manager
1 month ago
Boston, Massachusetts, United States Boston Consulting Group Full timeKEY RESPONSIBILITIESThe Boston Consulting Group prioritizes the continuous development and growth of its people, as part of its People Promise. As the Global Learning Portfolio Manager, you will support internal functions including Legal and Finance, enabling functional and role-based learning.YOUR ROLEIn this position:You will partner with function...
-
Senior Director: Cell Engager Portfolio Lead
1 month ago
Boston, Massachusetts, United States Takeda Pharmaceutical Full timeJob DescriptionWe are seeking a highly experienced Senior Director to lead our Cell Engager Portfolio, reporting to the Solid and Heme Tumor Targeted Therapies Drug Discovery Lead.Key ResponsibilitiesDevelop and execute research strategies for cell engager programs, working closely with Discovery Leads and Lab Heads.Lead a team of scientists to design,...
-
Director of Financial Reserves Management
3 weeks ago
Boston, Massachusetts, United States Wellington Management Full timeAbout the RoleWe are seeking an experienced Director of Financial Reserves Management to join our Americas Institutional Group Management Team within our Client Group Team. The ideal candidate will have a deep understanding of the insurance industry and a proven track record of successfully developing and managing client relationships within the insurance...
-
Investment Portfolio Strategist
1 month ago
Boston, Massachusetts, United States Liberty Mutual Full timeAbout the Role:We are seeking a highly skilled Investment Portfolio Strategist to join our Portfolio Strategy and Management team within Global Private Investments division.This is a pre-MBA position where the individual will be exposed to the private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real...
-
HOA Portfolio Property Manager
4 weeks ago
Boston, Massachusetts, United States CHARLESGATE Full timeJob DescriptionThe HOA Portfolio Property Manager plays a pivotal role in ensuring the success of their portfolio and team members. This includes managing the Property Coordinator and cross-functional teams responsible for accounting, maintenance, and site staff assigned to their portfolio.Key Responsibilities Include:Strategic planning and ownership of the...
-
Strategic Relationship Manager
4 weeks ago
Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Summary:This role is responsible for managing relationships with key stakeholders in the asset management industry, including Envestnet and Fidelity s asset management teams. The ideal candidate will have 15+ years of financial services experience and a strong understanding of investment products and capabilities.Key Responsibilities:Collaborate with...
-
Senior Tax Manager
4 weeks ago
Boston, Massachusetts, United States Flywire Full timeJob OverviewFlywire is seeking a highly skilled Senior Tax Manager to join our finance organization. As a key member of the team, you will partner closely with the business to provide insightful and practical tax advice, helping to drive strategic and tactical decisions for the company.Key ResponsibilitiesPrepare and review the interim and annual tax...
-
Senior Financial Manager
4 weeks ago
Boston, Massachusetts, United States Massachusetts School Building Authority Full timeThe Massachusetts School Building Authority is seeking a highly skilled and experienced Chief Financial Officer to join its senior leadership team. As the chief financial officer, you will be responsible for ensuring strong financial controls and management to support the issuance of annual grants to Massachusetts public K to 12 schools.The successful...
-
Senior Property Manager
1 month ago
Boston, Massachusetts, United States 2Life Communities Full timeJob Title: Senior Property ManagerAt 2Life Communities, we are seeking a highly skilled and experienced Senior Property Manager to join our team. As a Senior Property Manager, you will be responsible for the overall management of our properties, including Kurlat House and Ulin House on the 2Life Brighton Campus.Key Responsibilities:Maintain full occupancy in...
-
Senior Tax Compliance Manager
3 weeks ago
Boston, Massachusetts, United States KPMG-UnitedStates Full timeJob Summary KPMG is seeking a highly skilled Senior Tax Compliance Manager to join our Finance and Accounting organization. The ideal candidate will have a strong background in individual income tax compliance and tax law, with excellent written and verbal communication skills. ResponsibilitiesOversee individual income tax compliance, tax counseling, and tax...
-
Senior Quantitative Development Leader
6 days ago
Boston, Massachusetts, United States Fidelity Investments Full timeAbout the RoleWe are seeking a seasoned Senior Quantitative Development Leader to join our team at Fidelity Investments. As a key member of our Quantitative Research & Investing Technology team, you will collaborate with Investment Risk Analysts to define and develop the Multi Asset Class Risk Platform for Asset Management.Key ResponsibilitiesPartner with...
-
Senior Analytics Specialist, Managed Services
1 month ago
Boston, Massachusetts, United States FactSet Full timeKey Responsibilities:Stay up-to-date with the latest asset management industry trends, market developments, and economic factors to drive competitive solutions and strategies.Deliver high-quality implementations, managed services, consultancy, and solution optimizations by mastering product functionalities, methodologies, and industry-specific...
-
Senior Tax Manager
6 days ago
Boston, Massachusetts, United States Boston University Full timeBoston University's Financial Affairs department is seeking a highly skilled Senior Tax Manager to join their team. This role will be responsible for overseeing the preparation of required tax documents, ensuring compliance with federal, state, and international tax reporting requirements, and managing special projects related to tax and regulatory matters....
-
Senior Development Officer
1 month ago
Boston, Massachusetts, United States JVS Boston Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Development Officer to join our team at JVS Boston. As a key member of our development department, you will be responsible for developing and implementing strategies to acquire individual gifts in the $500 to $5,000 giving range.Key ResponsibilitiesDevelop and manage JVS's mid-level donor...
-
Boston, Massachusetts, United States Servier Full timeAbout Servier PharmaceuticalsServier is a privately held leader in oncology dedicated to bringing innovative solutions to patients worldwide.As a unique global organization operating in over 150 countries, Servier in the U.S. combines the resources and network of a global pharmaceutical company with the agility and entrepreneurial spirit of a biotech.Role...