FM · 11 hours ago
Portfolio Mgr. - EIM Public Markets
Waltham, MA
Full-time
Onsite
Senior Level, Lead/Staff
11+ years expFM is a leading property insurer of the world's largest businesses, and they are seeking a Senior Portfolio Manager for External Investment Management. This role focuses on managing public equity and core fixed income investments in collaboration with external investment management partners, overseeing portfolio performance and risk management.
FinanceFinancial ServicesInsuranceRisk Management
Responsibilities
Externally managed public markets – equities and core fixed income portfolios construction
Monitor current portfolio and strategies to determine if they are designed optimally
Work with Asset Allocation to define focus areas for strategy selection, manager diligence
Develop strong understanding on sources of excess return
Leading External Manager diligence, selection and underwriting and monitoring
Build and maintain relationships with existing and new investment management partners
Have periodical portfolio review meetings, calls to stay updated on performance and its drivers, risk, views, and positioning
Explain drivers of performance to investment leadership
Recommend portfolio actions
Collaborate with performance analytics for better return and attribution reporting, and work with risk and quantitative analysis team for risk and exposure monitoring
Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework
Share insights from external equity and fixed income managers that would be relevant to the total portfolio
Work closely with the senior PM’s and CIO, and other senior investments leads senior directors and managers on periodic, ad-hoc, and special res
Qualification
Required
BA or BS required
11-15 years of relevant experience in investments, financial markets, and/or financial risk management
11-15 years of global financial market experience across asset classes
Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis
Broad knowledge in the financial markets and investments across asset classes
Strong inter-personal, communication, presentation, analytical and collaboration skills
Experience collaborating with other internal stakeholders and partners – investment accounting, legal, tax and other departments
Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure
Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills
Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management
Collaborative Mindset, People Management Skills And Leadership Experience Required
Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems
Preferred
MBA, CFA, CAIA, or other advanced degree related to investments, economics, finance, or quantitative analysis preferred
Benefits
Incentive plan
Generous health and well-being programs
401(k)
Pension plan
Career development opportunities
Tuition reimbursement
Flexible work
Time off allowances
Much more
Company
For nearly 200 years, FM has empowered businesses worldwide to manage risk, prevent loss, and build resilience.
5001-10000 employees
H1B Sponsorship
FM 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 (53)
2024 (20)
2023 (55)
2022 (65)
2021 (35)
2020 (33)
Funding
Current Stage
Late StageTotal Funding
$8.04M2010-05-05Series Unknown· $8.04M
Leadership Team
M
Mike Lebovitz
Retired
Recent News
2025-11-04
Business Wire
2025-10-16
Company data provided by crunchbase