Senior Director, Insurance & Multi- Asset Portfolio Manager

Barings • Charlotte, NC

256d

About The Position

The Insurance & Multi-Asset Portfolio Manager role is a product agnostic investment, strategy and structuring professional who focuses on key insurance and multi-asset clients. The investment professional will work within the broader Insurance and Multi-Asset Portfolio Management team, which oversees $25bn+ of multi-asset, fixed income investments on behalf on institutional clients. The portfolio manager will work with clients, Barings' Investment Teams and the broader Multi-Asset and Portfolio Solutions Teams to design, implement and manage investment and risk management strategies. The Portfolio Manager will utilize his/her investment and insurance expertise to work collaboratively across the firm to successfully serve insurance and multi-asset clients.

Requirements

• At least 8+ years of relevant industry experience, gained within an insurer, asset manager, investment bank or consultancy.
• Successful track record as a portfolio manager with insurance or comparable institutional clients.
• Experience in the design and implementation of investment and risk strategies utilized by (re)insurers.
• Can cite use, tool building, and application of modern financial mathematics (e.g. bond mathematics, option pricing, hedging, stochastic processes, Monte Carlo simulation in real and risk neutral environment, interest-rate modelling).
• Has successfully applied portfolio construction analytics.
• Has experience in the use of derivatives within an insurance environment.
• Experience working across global regulatory capital and accounting regimes.
• Detailed knowledge of wide range of public and private asset classes.
• Can cite examples of successful cross-functional collaboration to provide total solutions to clients.
• Executive communication skills.

Responsibilities

• Manage investment strategy, portfolio construction and asset allocation for key insurance and multi-asset clients, with a focus on liability, risk, capital, accounting, and liquidity considerations.
• Play a key role in development and execution of the clients' asset strategy working closely with the clients' senior management team.
• Develop a thorough understanding and expertise of Barings' investment platform, technology, and other capabilities.
• Build and maintain strong relationships with internal partners across the Investment teams, Multi-Asset and Solutions teams, asset originators and other relevant partners.
• Recommend tactical portfolio shifts based on input from the investment teams and relative value considerations.
• Monitor all aspects of the portfolio including risk, accounting, and compliance.
• Coordinate, deliver and present investment risk and performance reporting to senior management, the board, regulators, and other stakeholders.
• Keep current on the implications of regulatory, accounting, and capital frameworks on investment and risk management decisions made by insurance and other institutional clients.

Benefits

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers
• Education Level: Bachelor's degree