Associate Portfolio Manager

Gen Re Corporation • Farmington, CT

1d • Hybrid

About The Position

The Associate Portfolio Manager is responsible for working with Portfolio Managers to help with servicing our clients’ needs and to learn the day-to-day portfolio management and relationship management of designated insurance clients. We are seeking a detail-oriented individual with strong organizational and analytical skills who can support the portfolio management team by delivering timely, accurate work. This role requires reliability, accountability, and the ability to independently manage responsibilities. The ideal candidate is proactive, communicates effectively, and has a genuine interest in developing a career in portfolio management, along with a desire to learn about fixed income markets and insurance portfolio management.

The Portfolio Management group is responsible for delivering investment and capital management services to clients. The members of the Portfolio Management group are the day-to-day contacts for NEAM's insurance company clients and lead the internal client teams. They are responsible for the relationship management and client portfolio management functions which include the application of NEAM investment policy to specific client portfolios and having intimate knowledge of the day-to-day activities in the portfolio, client guidelines, risk tolerance, and unique requirements. Their specific focus is to effectively provide service that result in maintenance and growth of assets under management with their client.

The Associate Portfolio Manager will represent the firm at regular client board and investment committee meetings and report on economic and capital market developments, investment strategy, portfolio activity, and performance results.

Requirements

• Bachelor’s degree in a related field
• Minimum of two years of relevant industry-related experience
• Client service mentality
• Strong written and oral communication skills
• Ability to make a lasting impression on clients
• Capital markets orientation
• Understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities
• Demonstrated ability to listen and assimilate information in the context of providing solutions using client services
• Ability to think quickly and offer creative solutions to problems
• Delivers clear, concise, confident client-facing presentations, effectively communicating complex ideas to client stakeholders and prospective clients
• Demonstrated professionalism, team orientation, and a strong work ethic
• Proven ability to think creatively
• Comfortable in a team oriented collegial environment that prizes strong individual contribution
• Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency

Nice To Haves

• CFA or progress towards completion
• Familiarity with Common and Preferred Stock

Responsibilities

• Servicing clients’ needs
• Learning day-to-day portfolio management and relationship management of designated insurance clients
• Supporting the portfolio management team by delivering timely, accurate work
• Representing the firm at regular client board and investment committee meetings
• Reporting on economic and capital market developments, investment strategy, portfolio activity, and performance results

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level