VP, Insurance Portfolio Manager jobs in United States
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Voya Financial · 2 months ago

VP, Insurance Portfolio Manager

Voya Financial is committed to creating a better financial future for everyone, and they are seeking a VP, Insurance Portfolio Manager to join their Insurance Portfolio Management Team. This role involves managing investment mandates for Voya's insurance distribution channel, including business development, portfolio management, and client servicing.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

In a team setting, the Insurance Portfolio Manager works with prospective and existing insurance company clients to define and understand their holistic investment needs
Based on this deep and multi-faceted understanding, you will help design an investment solution that reflects each client’s unique requirements
Contribute to the implementation of each customized investment solution by coordinating the investment activity and decision-making of all the Voya asset sector specialists across all public and private fixed income asset classes and alternatives
Direct and coordinate internal non-investment expertise, including risk, tax, capital, legal, and accounting, to ensure an appropriate appreciation for those disciplines is incorporated into the investment decision-making process
Participate in the ongoing servicing of insurance client needs including providing analytical and informational support to investment strategy process, monitor and report on investment positions, produce scheduled and ad hoc reports on portfolio position and performance, monitor and report financial market data, and monitor portfolios for adherence to investment policy guidelines
Play a role in supporting all client’s informational requirements including responding to requests for information from clients, preparing informational materials for weekly and monthly client communications, taking active role in creating quarterly investment reviews
Work with investment operations staff to help resolve any client-related administrative and investment operations issues as needed
Given the dynamic nature of the investment environment and effect that environment can have on an insurance company’s investment requirements, you will assist in developing and executing proactive, creative ongoing initiatives intended to identify and satisfy client’s evolving needs
While performing the role outlined above, you are responsible for understanding and following all firm policies and procedures

Qualification

Investment portfolio managementMBA in finance/accountingCFA designationPublicPrivate fixed incomeInsurance company regulationsRisk-based capitalStatutoryGAAP accountingAsset-liability managementTotal return attributionCustomer orientationLearning agilityBusiness acumenCommunication skillsProblem-solving skillsTeamwork

Required

A minimum of 7-10 years of relevant experience managing investment portfolios for an insurance company; will consider related work experience in lieu of direct insurance-related experience
MBA with emphasis in finance and accounting; CFA designation desired
Strong teammate
Excellent verbal and written communication skills
Excellent problem-solving skills and strong analytical capabilities
Strong customer orientation
Knowledge of the following strongly desired: Public and private fixed income instruments and portfolio management, Insurance company regulations, Risk-based capital for insurance companies, Statutory and GAAP investment accounting for insurance companies, Insurance company products, Asset-liability management in an insurance company environment, Total return attribution, PC skills and ability to use/learn analytical software

Benefits

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year

Company

Voya Financial

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Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.

H1B Sponsorship

Voya Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
2018-06-01Acquired
2013-05-02IPO

Leadership Team

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Heather Lavallee
CEO
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Michael Katz
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase