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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $205K - $250K

Resolution Life is a global life insurance group focusing on the acquisition and management of portfolios of life insurance policies. Life Insurance is in our DNA. It is our core business, our passion and our commitment. We acquire and consolidate life insurance businesses and apply our expertise – operational, technical, regulatory, compliance and investment – to improve their performance and achieve operational efficiencies. Details below.

POSITION SUMMARY:

The Portfolio Manager (PM) will primarily support the Portfolio Management team’s responsibilities in managing Resolution Life US’s (RLUS) investments across the asset class spectrum. As an Insurance company, the RLUS portfolio will consist of a diversified mix of capital-efficient investments which are optimized from time-to-time for the best risk adjusted return outcome. RLUS leverages relationships with third-party investment managers to invest in specific asset classes. It is the primary responsibility of the Portfolio Management team to execute the investment strategy through manager oversight. The Portfolio Management team will work in combination with the Risk and Strategy team to set portfolio construction, asset allocation, asset class relative value, and formulate market views.

The PM will have the opportunity to gain exposure to investments across the portfolio and will also be involved in other aspects of the team’s activities including risk management, performance analysis, reporting, and the continuous build-out of the team’s operating infrastructure. Additionally, the PM will have the opportunity to have interactions with internal stakeholders as well including team members from the actuarial, finance, legal, and operations groups.

The RLUS Investment Team is a lean, flat organization that requires all individuals to contribute in order to generate the best outcome for the Group. The environment is fast paced, flexible, and will allow the individual to gain exposure to all aspects of the investment process. The RLUS business expects to grow significantly in the coming years and the team will evolve along with it. The individual for this role will be expected to be a team-player, willing to learn, and develop her/his skills with a positive attitude and a high degree of self-motivation. 

Position Responsibilities:

Manager oversight

  • Will assist the Head of Portfolio Management in monitoring specific investment mandates and communicating internally on the changing risk/return characteristics of the asset class and securities held by RLUS in the portfolio
  • Participate in monthly/quarterly portfolio review meetings as well as serve as the point person for more ad-hoc questions originating from within RLUS or from the third-party manager
  • Review and recommend investment directions and instructions to be provided to third- party investment managers under the supervision of the Head of Portfolio Management

Lead Portfolio Manager on Fixed Income and Alternative Asset Classes

  • Responsible for the execution of portfolio rotation, risk monitoring, internal presentations on certain asset classes
  • These asset classes include public and private fixed income as well as alternative investments

Investment Team support

  • Assist the broader Investment Team in other areas including Investment Strategy and Risk as well as Investment Operations
  • Provide input to the team’s discussions on an ongoing basis with regards to potential opportunities or developing risks in the markets based on individual research
  • Assist in developing internal presentations for various Committee meetings, investment proposals, or other purposes as needed

Knowledge and Experience

  • Bachelor’s Degree in Finance, Economics, or related area.
  • Certified Financial Analyst (CFA) is a plus
  • 6-10 years’ experience in an investments-related role
  • Experience in an Insurance company environment preferred
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills
  • Ability to multi-task, prioritize, and pivot efficiently
  • Excellent organization and interpersonal skills
  • Proficiency with Excel, PowerPoint, and Bloomberg
  • Knowledge of MS Power tools preferred

Location: New York City, would need to go into the office min 2 days per week.

Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.

  • NYC: $205,000 – $250,000

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.