Associate, VP Portfolio Management jobs in United States
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Kuvare Holdings · 1 day ago

Associate, VP Portfolio Management

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date5+ years exp

Kuvare Holdings is a technology-enabled financial services platform that provides insurance and investment services. The Associate/Vice-President, Portfolio Management will manage and coordinate activities across Kuvare’s insurance investment portfolios, focusing on trade strategies, portfolio oversight, and collaboration with various internal stakeholders.

Asset ManagementFinanceInsurance
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H1B Sponsor Likelynote

Responsibilities

Collaborate with internal stakeholders (Traders, Operations, Treasury, Accounting, Actuarial) to develop and implement both long-term and short-term trade strategies designed to optimize income and capital
Assist the Head of Insurance Asset Management with oversight of existing external asset managers
Manage FHLB and reverse Repo leverage facilities
Assist the Head of Portfolio Management with development, implementation, and oversight of the company’s SAA, ensuring compliance with applicable guidelines
Maintain new business pricing models for retail and institutional business as well as third-party clients
Provide support for weekly, monthly, and quarterly portfolio monitoring processes
Track existing and prospective investment activity across the client accounts
Generate customized and/or ad-hoc analysis
Exhibit high attention to detail and discipline to check work to produce error free and properly formatted work on a consistent basis with minimal oversight
Travel may be required (up to 15%) and based in either Chicago or New York

Qualification

Institutional asset managementFixed income analyticsInsurance investment functionMBACFA CharterAnalytical skillsMicrosoft Office proficiencyCommunication skillsPresentation skillsInterpersonal skillsOrganizational skills

Required

Bachelor's degree or higher
A minimum of 5-15+ years of experience in general institutional asset management
Experience within or with an insurance company investment function is required
Understanding of the operating functions of an asset manager: Origination, Compliance, Reporting
Highly proficient with fixed income analytics
Excellent communication, presentation, and interpersonal skills targeting C-Suite and third-party clients
Strong results orientation and ability to work in a fast-paced environment
Self-starter with a strong work ethic and genuine willingness and desire to learn
Strong organizational and analytical skills, ability to multi-task and manage several projects at a time
Highly proficient with Microsoft Office

Preferred

MBA and/or CFA Charter is a plus

Company

Kuvare Holdings

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Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.
dateFounded in 2014
location
Illinois City, Illinois, USA
people-size201-500 employees
web-link
http://kuvare.com/

H1B Sponsorship

Kuvare Holdings 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 (2)
2024 (4)
2023 (2)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2016-03-11Private Equity

Leadership Team

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Dhiren Jhaveri
President & CEO
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Recent News

www.pehub.com
Blue Owl Capital to buy financial services firm Kuvare
2024-04-10
Yahoo Finance
Blue Owl (OWL) to Buy KAM & Launch Insurance Solutions Business
2024-04-10
Seeking Alpha
Blue Owl Capital to acquire Kuvare Asset Management for $750M
2024-04-10
Company data provided by crunchbase