TheAssociate Portfolio Manager is responsible for working with Portfolio Managersto help with servicing our clients' needs and to learn the day-to-day portfoliomanagement and relationship management of designated insurance clients.
Weare seeking a detail-oriented individual with strong organizational andanalytical skills who can support the portfolio management team by deliveringtimely, accurate work.
This role requires reliability, accountability, and theability to independently manage responsibilities.
The ideal candidate isproactive, communicates effectively, and has a genuine interest in developing acareer in portfolio management, along with a desire to learn about fixed incomemarkets and insurance portfolio management.
The PortfolioManagement group is responsible for delivering investment and capitalmanagement services to clients.
The members of the Portfolio Management groupare the day-to-day contacts for NEAM's insurance company clients and lead theinternal client teams.
They are responsible for the relationship management andclient portfolio management functions which include the application of NEAM investmentpolicy to specific client portfolios and having intimate knowledge of theday-to-day activities in the portfolio, client guidelines, risk tolerance, andunique requirements.
Their specific focus is to effectively provide servicethat result in maintenance and growth of assets under management with theirclient.
The Associate Portfolio Manager will represent the firm at regularclient board and investment committee meetings and report on economic andcapital market developments, investment strategy, portfolio activity, andperformance results.