Vice President, Portfolio Manager of Investments
Warren, OH - USA
Job Summary
Title:
Vice President Portfolio Manager of InvestmentsCompany:
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.
About the Role:
Everest Group Ltd. is seeking to hire a Vice President to serve as a Portfolio Manager of Investments. The Everest investment team consists of a small group of talented individuals working in a collegial and supportive environment.
In this role youll partner closely with investment professionals and colleagues across the organizationincluding finance treasury legal tax technology and auditcontributing your insights in a thoughtful collaborative environment.
Youll have direct responsibility for portfolio management trading research and analysis across agency and non-agency mortgage-backed securities along with the opportunity to build and enhance the analytical models and platforms that support structured credit fixed income investing. This is a handson role that offers real ownership intellectual challenge and exposure to senior investment leadership.
This is a hybrid position in either our Warren NJ or New York City office working 3 days onsite 2 remote.
Responsibilities include but are not limited to:
Monitors fixed income markets for relative value opportunities.
Pitches new fixed income trade ideas to the Head of Internal Investments and Chief Investment Officer.
Performs regular surveillance on existing fixed income holdings.
Trading of fixed income securities with a focus on agency and non-agency RMBS
Experience in mortgage-backed securities required. Experience in other structured credit classes is a plus. Internal Investments portfolio managers regularly back each other up in the different structured credit asset classes.
Support the reporting function with analysis as needed for the investment team and the board.
Maintain relationships with a wide variety of broker dealers to maximize access to assets liquidity and research.
Train/cross-train junior staff in internal fixed income as dictated by the Chief Investment Officer or Head of Internal Investments.
Ad hoc analytical and trading support as needed.
Assign project work to interns as needed.
Use network to stay on top of industry best practices.
Work across departments in a professional and positive manner to achieve goals.
Coordinates purchasing securities for collateral pledging as dictated/needed by the middle office.
Qualifications & Requirements
610 years of investments-related experience with a minimum of 6 years required; ideal candidates will have 8 years
Direct hands-on experience (minimum 612 months) trading and/or managing portfolios of Agency residential mortgage-backed securities (RMBS). Deeper agency RMBS experience strongly preferred
Demonstrated strong interest in and enthusiasm for Agency RMBS including a willingness to engage with the complexity of the sector
MBA from a top-tier program or CFA designation preferred
Advanced Excel and financial modeling skills required
Strong written and verbal communication skills
Proven ability to work collaboratively across investment trading and operations teams
The base salary range for this position is $215000 - $240000 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 dont 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 doesnt 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. Clickhereto learn more about our culture.
- Our Valuesare the guiding principles that inform our decisions actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
- Our Colleague Behaviorsdefine how we operate and interact with each other no matter our location level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.
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:
Warren NJAdditional Locations:
New York NYEverest 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
Required Experience:
Exec
About Company
At Everest, we underwrite opportunity for all stakeholders with protection and peace of mind in an increasingly complex and uncertain world.