Sr Insurance Fixed Income Portfolio Manager

Guardian Life Insurance•New York, NY

1d•$200,000 - $270,000•Onsite

About The Position

The Sr Insurance Fixed Income Portfolio Manager will play a critical role in supporting the strategic management and governance of the company’s multi-billion-dollar public / private, Investment Grade and Below investment grade fixed income portfolio. This individual will work closely with the Head of Fixed Income and other investment leaders to ensure that portfolios are managed in alignment with investment objectives, risk tolerances, regulatory requirements, and broader enterprise goals. This role requires a strong understanding of fixed income markets, portfolio construction, risk analytics, and insurance asset-liability dynamics.

Requirements

Bachelor’s degree in finance, economics, accounting, or related field required.
10+ years of experience in fixed income portfolio management, oversight, or risk management, ideally within an insurance company, asset manager, or consulting environment.
Deep understanding of fixed income instruments and markets, including investment-grade credit, securitized products, municipals, and private debt.
Familiarity with regulatory and accounting frameworks for insurance portfolios (e.g., NAIC, GAAP, statutory accounting).
Strong analytical and quantitative skills with proficiency in Excel, Bloomberg, Python and fixed income analytical systems (e.g., Aladdin, PORT, YieldBook, or similar).
Exceptional communication and presentation skills, with ability to convey complex investment concepts to non-technical audiences.
Highly organized with attention to detail and a proactive, team-oriented approach.
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

MBA, CFA, or progress toward CFA strongly preferred.
Experience with ALM (Asset-Liability Management) in an insurance context.
Track record of enhancing investment oversight processes or tools.

Responsibilities

Perform regular portfolio reviews with our strategic partners to ensure compliance with investment guidelines, strategic asset allocations, and regulatory constraints.
Monitor key risk and performance metrics across all fixed income strategies (e.g., investment-grade corporates, structured products, emerging markets municipals, private placements, private credit).
Track exposures, liquidity, duration, convexity, credit quality, and other portfolio characteristics.
Manage a small team of portfolio managers
A focus on proactive idea and trade generation.
Assist the Head of Fixed Income in preparing materials for the CIO, investment committees, board meetings, and internal stakeholders.
Contribute to the development and refinement of investment strategies aligned with insurance liabilities and enterprise risk appetite.
Collaborate with enterprise risk management and actuarial teams to ensure alignment of asset strategies with liability profiles.
Ensure portfolios adhere to internal policies, external regulatory requirements (e.g., NAIC, state regulations), and ESG considerations where applicable.
Support internal audits, regulatory exams, and internal governance reviews related to fixed income portfolios.
Identify and recommend improvements in investment processes, oversight tools, and reporting capabilities.
Collaborate with investment operations, technology, and data teams to improve transparency, efficiency, and automation.
Assist in the evaluation and oversight of internal and external fixed income managers, including performance attribution, guideline compliance, and style drift monitoring.
Contribute to ongoing due diligence processes.