Vice President, Portfolio Manager – Fixed Income
Everest
New York, New York
Full-Time
$220,000
RemoteExecutive
Title:
Vice President, Portfolio Manager – Fixed IncomeCompany:
Everest Global Services, Inc.Job Category:
FinanceJob Description:
About Everest:
Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
Job Summary:
Everest Group, Ltd. (“Everest” or “the Group”) is seeking to hire a Vice President and Portfolio Manager, Investments (Fixed Income). This position reports to the SVP and Head of Fixed Income and works closely with the Chief Investment Officer and other members of the investment team.
In this role, you will focus on the active management of the investment-grade portfolio and the generation of net investment income, operating within risk, realized gain/loss, and guideline constraints. Your responsibilities will span external manager oversight; identifying and modeling income and/or return-enhancing rotation trades; market and portfolio surveillance; maintaining a credit watchlist; benchmark construction and analysis; guideline management; and contributing to enhancements in portfolio management reporting and processes.
This is a hybrid position working 3 days in office, 2 remote in either or New York City or Warren, NJ office.
Responsibilities include, but are not limited to:
Generating above benchmark excess returns and stable net investment income, while remaining within risk management, ALM and guideline constraints.
Develop fixed income alpha-generation ideas, coordinate trading across managers, and report on results.
Partner effectively with internal portfolio managers and external managers to execute strategy.
Produce recurring market overview and portfolio summaries for senior management reporting
Conduct ongoing credit surveillance for fixed income holdings, including maintaining a credit watchlist and escalation recommendations.
Lead manager searches (RFP/RFQ) and perform routine manager due diligence and performance surveillance.
Support the launch of new portfolios and/or strategies, including implementation planning and resource coordination.
Enhance asset-liability management (ALM) by partnering with treasury and finance to align portfolio positioning with liability profile, duration, liquidity, and capital objectives.
Lead investment information systems initiatives, partnering with stakeholders to improve data, tooling, and reporting workflows.
Collaborate with cross-functional partners on firmwide initiatives that impact investment strategy, operations, and governance.
Job Qualifications & Requirements:
7+ years of experience in fixed income, with preference for those with corporate credit background.
MBA or CFA designation preferred.
Excellent written and verbal communication skills.
Advanced Excel and financial modeling skills required.
Proven ability to collaborate effectively across teams and functions.
Demonstrated ownership mindset and strong work ethic.
The base salary range for this position is $220,000 - $250,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
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What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.
Our Culture
At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click hereto learn more about our culture.
All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.
Type:
RegularTime Type:
Full timePrimary Location:
New York, NYAdditional Locations:
Warren, NJEverest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.