Expertise is hiring a

Portfolio Insurance Manager

6 days
Permanent
An outstanding opportunity exists to join a growing team at Soteria Reinsurance Ltd. within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in its entry into the life and annuity reinsurance market. Our vision is to build a trusted partner to cedants with strong capital and investment capabilities. The Portfolio Insurance Manager is a key member of the investment team. The team develops and executes investment strategies to support liabilities. This role will be focused on investment idea generation, portfolio construction, and active portfolio management to support the acquisition of new reinsurance business and growth of the company. Investment strategies are designed to meet key objectives suchas generating stable income and optimizing return on capital, while adhering to asset liability management requirements and company risk appetite. Manage investment activities of the reinsurance portfolio to optimize capital within statutory, accounting, and risk management constraints; Assess and manage all market and investment risks while pricing transactions, documenting all asset pricing assumptions; Oversee asset liability management for managed portfolios with a deep understanding of liability risk characteristics; Work with asset managers to develop new or expanded mandates and investment guidelines for investment strategies; Develop and manage processes for ongoing communication of investment activities with asset managers; Negotiate investment guidelines and treaty terms with prospective clients to manage asset risk and generate target returns; and Enhance portfolio performance with tactical relative value opportunities in consideration of overall asset allocation and risk constraints. A Bachelor's degree in a relevant quantitative field is minimally required, although a Master's degree is preferred; A relevant industry certification, such as CFA, FSA, ASA, CERA, or FRM 5+ years post qualified experience, with at least 3 years of recent managerial experience within a life re/insurance company; Demonstrable knowledge of and experience in insurance asset management for life and annuity products; Strong track record of managing multi-sector portfolios within a life reinsurance or insurance company; Broad experience across fixed income asset classes and sectors with a strong background in securitized assets. Experience developing and implementing investment strategies through the use of external asset managers; Ability to manage existing portfolio management processes and develop new processes including data management; Experience monitoring asset manager performance and compliance within investment guidelines; Strong ability to collaborate with internal and external constituents including risk management, actuarial, finance, tax, and operations functions; and Ability to innovatively contribute to an entrepreneurial reinsurance team, within a large organization environment. Experience with an object oriented programming language such as Python. Alternative asset experience.

Requirements

A Bachelor's degree in a relevant quantitative field is minimally required, although a Master's degree is preferred; A relevant industry certification, such as CFA, FSA, ASA, CERA, or FRM 5+ years post qualified experience, with at least 3 years of recent managerial experience within a life re/insurance company; Demonstrable knowledge of and experience in insurance asset management for life and annuity products; Strong track record of managing multi-sector portfolios within a life reinsurance or insurance company; Broad experience across fixed income asset classes and sectors with a strong background in securitized assets. Experience developing and implementing investment strategies through the use of external asset managers; Ability to manage existing portfolio management processes and develop new processes including data management; Experience monitoring asset manager performance and compliance within investment guidelines; Strong ability to collaborate with internal and external constituents including risk management, actuarial, finance, tax, and operations functions; and Ability to innovatively contribute to an entrepreneurial reinsurance team, within a large organization environment. The following additional experiences are preferred: Experience with an object oriented programming language such as Python. Alternative asset experience.

Salary

Not specified

Benefits

Not specified

How to Apply

To apply please send your resume to jobs@expertisegroup.com. All applications are handled in a confidential manner and in accordance with Expertise's Privacy Policy, available on our website.
Finance
Insurance
Expe
Expertise
8 Par-la-Ville Road, Mintflower Place, 2nd Floor, Hamilton, HM08
jobs@expertisegroup.com
441-296-0336
May 15, 2025

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