Full-Time

VP – External Investment Management

Public Equities

Confirmed live in the last 24 hours

FM Global

FM Global

Senior, Expert

Waltham, MA, USA

Category
Investment Banking
Finance & Banking
Required Skills
Bloomberg
Risk Management

You match the following FM Global's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred
  • 8+ years of relevant sector specific experience in investments, financial markets and/or financial risk management
  • Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis
  • Broad knowledge in the financial markets and investments across asset classes
  • Strong inter-personal, communication, presentation, analytical and collaboration skills
  • Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments
  • Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure
  • Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills
  • Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management
  • Collaborative mindset, people management skills and leadership experience required
  • Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems
Responsibilities
  • Work closely with the Portfolio Manager, External Investment Management – Public Markets, Senior PM’s, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on public equities investments with our external investment management partners
  • Collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in public equities
  • Lead and enable, and where relevant collaborate on risk and performance analytics across public equities – US, International and Global
  • Lead periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities
  • Manage a small staff group of generalists and specialists, as needed
  • Work with other team leaders within Investments, to onboard top talent, including summer interns and rotation hires
  • Have people management responsibilities, with junior and/or mid-level direct reports for investment diligence purposes
  • Research new investments, new and existing manager diligence and underwriting, allocation or reallocation decisions, communication to and from managers
  • Ownership and accountability of performance and risk of the portfolio for this role
  • Bring in best practices, macro-economic and market outlook to the broader portfolio
  • Work closely with investment operations, legal, tax and other support functions to ensure a seamless collaborative management of the external public equity portfolio
  • Monitor current portfolio and strategies to determine if they are designed optimally
  • Develop strong understanding on sources of excess return
  • Build and maintain relationships with existing and new investment management partners
  • Have periodical portfolio review meetings, calls to stay updated on performance and its drivers, risk, views and positioning
  • Explain drivers of performance to investment leadership
  • Recommend portfolio actions
  • Collaborate with performance analytics for better return and attribution reporting, and work with risk and quantitative analysis team for risk and exposure monitoring
  • Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
  • Share insights from external equity managers that would be relevant to the total portfolio

Company Stage

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