Vice President, External Investment Mangers - Public Equities Blog Post (Waltham) Job at Allocator Jobs, Waltham, MA

WEtxVG1ramx6L2YyYlhhVUF0TzB2NXpzTWc9PQ==
  • Allocator Jobs
  • Waltham, MA

Job Description

Vice President, External Investment Managers – Public Equities

Date: January 17, 2025

Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Waltham, Massachusetts

FM Global is a leading property insurer of the world’s largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.

This is a senior role, working closely with the Portfolio Manager, External Investment Management – Public Markets, Senior PMs, 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. The assets under collaborative management would be $3 billion or higher. This role will collaborate in managing broad and/or specific aspects of portfolio construction related to the external mandates in public equities.

The role will have a small staff group of generalists and specialists, as needed, and will have the opportunity to work with other team leaders within Investments to onboard top talent, including summer interns and rotation hires. The role’s focus will primarily be public markets investments in equities managed by external investment management firms. The role will have people management responsibilities, with junior and/or mid-level direct reports for investment diligence purposes.

The role requires extensive expertise and experience in constructing portfolios with public equity investment products with a strong understanding of the objectives of the overall investment process. Key responsibilities include ownership and accountability of performance and risk of the portfolio for this role. This includes researching new investments, manager diligence and underwriting, allocation or reallocation decisions, and communication with managers.

Key Responsibilities:

  • Externally managed public equity portfolio construction.
  • Work with Asset Allocation to define focus areas for strategy selection, manager diligence.
  • Monitor current portfolio and strategies to determine if they are designed optimally.
  • Develop a strong understanding of sources of excess return.
  • External Manager diligence, selection, underwriting, and monitoring.
  • Build and maintain relationships with existing and new investment management partners.
  • Conduct periodic portfolio review meetings to stay updated on performance and its drivers.
  • Collaborate with performance analytics for better return and attribution reporting.
  • Share insights from external equity managers that would be relevant to the total portfolio.

Minimum 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.
  • Strong interpersonal, communication, presentation, analytical, and collaboration skills.
  • Experience collaborating with internal stakeholders – investment accounting, legal, tax, and other departments.
  • Strong mentoring and coaching experience with excellent judgment and creative problem-solving skills.
  • Expert knowledge in using Bloomberg and FactSet, as well as investment risk management and accounting systems.

The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM Global’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances, and much more.

FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

#J-18808-Ljbffr

Job Tags

Full time, Flexible hours,

Similar Jobs

ZipRecruiter

Senior Health Economist (Boston) Job at ZipRecruiter

 ...Economics team deliver modelling projects to a broad range of pharmaceutical, medical devices companies and public sector and non-profit...  ...communications, market access and health economic and outcomes research. We work with a wide range of clients, including the industry... 

Wegman Partners

Associate Attorney *FULLY REMOTE* IMMEDIATE HIRE Job at Wegman Partners

 ...plaintiff's litigation law firm with offices in Manhattan seeks entry level associate attorney to join their litigation practice. Firm...  .... Email resumes in MS Word or PDF. Firm is hybrid/remote. Generous bonus and benefit package. Lifestyle firm. Immediate... 

PeopleReady

Dishwasher Job at PeopleReady

 ...you committed to your work ethic? Does working in a high-energy kitchen appeal to your skillset? PeopleReady is hiring dedicated Dishwashers to make a difference in our client's kitchen. As a Dishwasher, you would clean dishes, kitchen, food preparation equipment, or utensils... 

Masis Staffing Solutions

Production Manager Job at Masis Staffing Solutions

 ...Masis Staffing is assisting a client in the distribution of frozen fruits and vegetables for a Bilingual Production Manager in Front Royal, VA area. The ideal candidate will own the entire production process. The Production Manager will work closely with cross-functional... 

Stokes Counseling Services

Licensed Marriage and Family Therapist (LMFT) 1099 Job at Stokes Counseling Services

 ...Location: Bristol, CT area Type of role: 1099 (70/30 - Reimbursement) (Minimum 10 clinical hours weekly) Qualifications: Active LMFT licensure in Connecticut 1099 (70% Reimbursement) (Fully licensed clinicians) About Stokes Counseling Services: Headquartered...