Avp Investment Portfolio Manager Job at Sammons Financial Group (West Des Moines)

Job Description

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership. Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks. Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances.Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making.This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions.

Job Responsibility

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership
Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks
Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances
Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making
Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures
Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks
Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns
Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates
Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations
Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums
Contribute to enhancements of manager oversight frameworks, governance processes, reporting capabilities, portfolio analytics, and quantitative surveillance tools
Develop strong working relationships with internal investment teams, enterprise stakeholders, external managers, and other key partners
Mentor and guide investment professionals while supporting a collaborative, accountable, and high-performance culture
Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
Participate in other initiatives and/or projects as necessary
This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions.

Requirements

Bachelor's Degree in Finance or related field preferred
Minimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience required
Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis required
Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance required
Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams required
Insurance general account investment experience preferred
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships preferred
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums preferred
Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations
Strong ability to evaluate and oversee third-party asset managers and identify performance, risk, governance, or operational concerns
Excellent oral and written communication skills, including ability to present investment concepts and recommendations clearly
Strong relationship management, collaboration, stakeholder engagement, attention to detail, self-initiative, and accountability
Ability to prioritize multiple initiatives, meet deadlines, and support disciplined governance and control processes
Demonstrated ability to mentor others and contribute to a collaborative, performance-driven culture
Proficiency with investment analytics and reporting tools such as Bloomberg, BlackRock Aladdin, FactSet, Clearwater, Power BI, Tableau, or advanced Excel preferred
CFA designation or pursuit of CFA designation preferred
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Nice to have

Insurance general account investment experience
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums
Proficiency with investment analytics and reporting tools such as Bloomberg, BlackRock Aladdin, FactSet, Clearwater, Power BI, Tableau, or advanced Excel
CFA designation or pursuit of CFA designation

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

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Avp Investment Portfolio Manager

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