Senior Portfolio Manager, External Investment Management Public Equities
6 days ago
This is a senior role, working closely with the Portfolio Manager, External Investment Management Public Markets, Senior PMs, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on public equities investments with our external investment management partners. The assets under collaborative management would be $3Bil. or higher.
Key Responsibilities- Work closely with other Public and Private Markets PMs, the Asset Allocation, Strategy group, and Investment Operations to construct and manage the externally managed public equities portfolio.
- Lead and enable, and where relevant collaborate on risk and performance analytics across public equities US, International and Global.
- Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework.
- Share insights from external equity managers that would be relevant to the total portfolio.
- Work closely with the senior PMs and CIO, and other senior investments leads senior directors and managers on periodic, ad-hoc, and special research projects.
- BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred.
- 8+ years of relevant sector specific experience in investments, financial markets and/or financial risk management.
- Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis.
- Broad knowledge in the financial markets and investments across asset classes.
- Strong inter-personal, communication, presentation, analytical and collaboration skills.
- Experience collaborating with other internal stakeholders and partners investment accounting, legal, tax and other departments.
- Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure.
- Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills.
- Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management.
- Collaborative mindset, people management skills and leadership experience required.
- Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems.
The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM Global is an Equal Opportunity Employer and is committed to attracting, developing and retaining a diverse workforce.
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