Investment Portfolio Manager

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. Whether it’s in accounting, claims, IT, investments, legal, marketing, sales, or another department, come be part of a company where you can accomplish your goals while contributing to our social mission of becoming America’s most protective insurance company. Position Summary The primary purpose of this position will be to maintain a healthy and growing portfolio of investment grade private placement debt securities in collaboration with the portfolio manager. Private placements are a subset of Protective Life’s larger fixed-income investment portfolio that seeks to enhance investment income in a conservative and efficient manner. Responsibilities ·         Effectively monitor security-level and macro news events and assess for impact on the portfolio ·         Communicate with issuers to ensure timely receipt of required financial disclosures ·         Perform quality research and credit analysis for evaluating new investment opportunities within the private placement market, including review of financial statements, offering materials, legal documents, ratings reports, issuer presentations, etc. ·         Build relationships with the street to stay current on new deal flow, facilitate execution of secondary trades, and support the monthly pricing process ·         Assist with unique private placement tasks such as creating new securities in Bloomberg, maintenance of real-time portfolio data, retaining historical records, running monthly portfolio pricing reports, and managing numerous other administrative items ·         Work with Asset Liability Management, Middle Office, Risk, Investment Accounting, and Internal/External Audit teams to provide timely responses to regular information requests ·         Review external private placement portfolios of potential acquisition targets in a thorough and timely manner ·         Occasional travel for industry conferences or due diligence Requirements ·         Minimum 4-year undergraduate degree ·         CFA and/or MBA desirable (will be required to sit for CFA if not already a charter holder) ·         Minimum 5 years of fixed-income investment experience preferred ·         Proficient in Bloomberg and Microsoft Office, including advanced knowledge of Excel ·         In-depth knowledge of fixed-income markets with strength in fundamental credit analysis, economic concepts, asset allocation, and cash management ·         Proven ability to multi-task and make timely investment decisions while experiencing uncertain environments ·         Self-motivated and independent worker with intellectual curiosity ·         Ability to communicate effectively in various settings, both written and oral ·         General problem solving, financial modeling, and analytical acuity ·         Strong organizational skills with attention to detail High degree of professionalism and integrity At Protective, we are committed to providing an inclusive culture where all employees fully contribute and thrive. We have always been a values-driven culture. Doing the right thing and serving people are part of our DNA, and we believe that valuing and embracing different backgrounds and perspectives is what makes us unique. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.