AVP Investment Portfolio Manager - Sammons Financial Group Asset Management

What You Can Expect In This RoleOversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership. Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks. Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances.Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making.This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, and other oversight and restrictions. What You'll Do In This Role• Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures. • Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks. • Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns. • Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates. • Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations. • Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums. • Contribute to enhancements of manager oversight frameworks, governance processes, reporting capabilities, portfolio analytics, and quantitative surveillance tools. • Develop strong working relationships with internal investment teams, enterprise stakeholders, external managers, and other key partners. • Mentor and guide investment professionals while supporting a collaborative, accountable, and high-performance culture. • Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management. • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.• Participate in other initiatives and/or projects as necessary.What We're Looking ForBachelor's Degree in Finance or related field PreferredMinimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience RequiredExperience conducting investment manager due diligence, performance oversight, and portfolio risk analysis RequiredStrong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance RequiredExperience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams RequiredInsurance general account investment experience PreferredExperience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships PreferredExperience presenting portfolio assessments and investment recommendations to leadership or governance forums PreferredStrong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerationsStrong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendationsStrong ability to evaluate and oversee third-party asset managers and identify performance, risk, governance, or operational concernsExcellent oral and written communication skills, including ability to present investment concepts and recommendations clearlyStrong relationship management, collaboration, stakeholder engagement, attention to detail, self-initiative, and accountabilityAbility to prioritize multiple initiatives, meet deadlines, and support disciplined governance and control processesDemonstrated ability to mentor others and contribute to a collaborative, performance-driven cultureProficiency with investment analytics and reporting tools such as Bloomberg, BlackRock Aladdin, FactSet, Clearwater, Power BI, Tableau, or advanced Excel preferredCFA designation or pursuit of CFA designation PreferredOther Requirements• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records • This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions. Salary Range InformationUSD $160,449.00 - USD $267,415.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. What you can expect when you join Sammons Financial Group• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. • Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k). • Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays. • Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. • Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. • An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success. Work Authorization/SponsorshipAt this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Additional InformationSammons Financial Group Is An Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. ADASammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact View email address on click.appcast.io or call View phone number on click.appcast.io. E-VerifySammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. Policy for External Search Firms and AgenciesSammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.