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AVP & Portfolio Manager

Western & Southern Financial Group

OverviewThe Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments as a member of Fort Washington Investment Advisors to support Western & Southern profitability and product competitiveness in a risk efficient manner. Primary responsibilities include developing the investment pipeline, underwriting and recommending new investments, managing the existing portfolio, fulfilling reporting needs, and performing special projects to evolve Western & Southern's capabilities in this area.ResponsibilitiesWhat you will do:Manage a diversified suite of investment portfolios including middle market direct lending, infrastructure lending, private asset backed finance, and other allocations outside of the syndicated credit markets.Develop an understanding of various alternative credit markets and broader capital markets in order to assess risk adjusted returns and relative value across competing investment opportunities.Shape enterprise investment strategy by leading cross-functional strategic initiatives that expand the firm’s investment toolkit, driving research, due diligence, and recommendations that inform CIO, CEO, and board-level decision-making.Determines and implements overall portfolio strategy for assigned portfolios, including top down positioning (risk allocation, sector/country weights), sector allocation, security selection, and performance relative to benchmarks.Works closely with co-CIO, Sr. PM, and analyst team to review and report on overall portfolio risk levels, sector/country exposures, and issuer-level exposures.Deliver measurable enterprise impact by executing investment strategies that materially improve liability crediting rates and strengthen the company’s long-term competitive positioning.Influence enterprise direction by preparing and presenting high-impact materials to senior leadership and board-level committees, shaping strategic conversations on pricing, profitability, and capital allocation.Generate specific recommendations across managed vehicles of various types (funds, SMAs, JVs) as well as co-investments, direct investments, and strategic partnership opportunities.Source, underwrite, and present investments to senior management in Private Investments Committee and Finance Committee.Generate returns that exceed stated portfolio goals and objectives.Stays current on trends in the insurance industry to maintain awareness of competitors, expansion opportunities, customers, markets, and new industry developments and standards.Performs other duties as assigned.Complies with all policies and standards.QualificationsBachelor's Degree - RequiredMaster's Degree - Preferred4 - 6 years investment related and/or financial analysis experience with significant investment acumen. - RequiredProven experience with innovative and strategic problem identification and resolution. - RequiredProven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. - RequiredDemonstrated strong team orientation and experience working effectively within a team. - RequiredProven strong proclivity for continuous learning and desire to increase breadth and depth of experience. - RequiredDemonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. - RequiredProven superb presentation skills with experience conveying information in a clear, focused and concise manner. Proven ability to answer questions and garner credibility. Demonstrated use of strong listening and communication techniques and presentation software. - RequiredDemonstrated superior selling skills with proven experience effectively influencing individuals and group to a recommended course of action. - RequiredProven strong analytical skills and comfort with complex data, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - RequiredAbility to understand financial statements, loan agreements and other investment related documentation. Basic knowledge of financial markets; previous leveraged finance experience is a plus. Ability to make judgments based on market knowledge. Experience with financial modeling and analysis. - RequiredProficient in word processing and spreadsheet applications. - RequiredChartered Financial Analyst (CFA) Upon Hire - PreferredWork Setting/Position Demands:Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusionsPerforms substantial movement of wrists, hands, and fingers for continuous computer work.Extended hours required during peak workloads or special projects/events.Travel Requirements:Estimated amount 10%.Job SummaryID: 2025-23952Category: Investment ManagementType: Full TimeSubsidiary: Fort Washington Investment Advisors, Inc.

Vacancy posted 15 hours ago
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