Job Description

Liability Driven Investment Client Portfolio Management, VP/DIR
Job Number: 21-08520
 
Eclaro is currently recruiting for a Liability Driven Investment Client Portfolio Management, VP/DIR for one of our financial services client in New York, NY. This position is a direct hire with the client.
 
Eclaro’s client is a highly regarded investment services company that delivers investment management services including broker/dealer, banking, trust and insurance services. As a member of this team you will be working in a fast-paced agile development environment using the latest technologies to deliver quality solutions. If you’re up to the challenge, then take a chance at this rewarding opportunity!
 
Position Overview:
  • The Liability Driven Investment (LDI) business utilizes the breadth and depth of the entire fixed income platform when delivering investment solutions for our clients. Client has been running LDI mandates for over 25 years, and we are passionate about crafting and implementing fixed income solutions to help institutional clients meet their long-term investment objectives. We are an investment team with offices located in New York, Atlanta, San Francisco, London, Gurgaon, and Budapest split across Client Portfolio Management and Core Portfolio Management sub-teams.
  • With one of the most diverse set of capabilities and resources in the industry, we are uniquely positioned to be able to put our best ideas into practice. The Fixed Income departments at Client, part of the comprehensive Portfolio Management Group (PMG), manage more than $2.5 trillion in fixed income assets across index, active, and the $300+ billion global liability driven strategies business.
  • With corporate pensions undergoing a historic shift, the need for thoughtful solutions to help clients protect plan funded ratios and the well-being of their beneficiaries has never been greater. At Client, our aim is to ensure we are the leader when it comes to achieving these outcomes on behalf of our clients.
  • The Client Portfolio Management team, within the LDI business, is responsible for the design, development and support of LDI solutions to institutional investors. The team is also the primary contact point for clients and consultants on all matters related to an LDI mandate.
  • The team works closely with portfolio management partners across the Fixed Income platform who are responsible for trade construction and implementation of LDI portfolios. The Client Portfolio Manager plays a lead role in designing and delivering LDI strategies for our North American clients.
 
Responsibilities:
  • Engage with existing and prospective pension clients to understand the nature of the client's investment problem and their outcome objectives
  • Create and deliver client and prospect presentations on topics including risk management, risk budgeting, asset allocation, and portfolio construction, in an asset-liability framework
  • Lead commercial strategy for individual client engagements, as well as contribute to business development, thought leadership and overall brand strategy across the business
  • Day-to-day client engagement (i.e. delivering portfolio and market updates, resolving client inquiries, training and educating)
  • Contribute to new product design, as well as the improvement of existing product offerings and servicing
  • Compose articles and white papers on relevant market and strategic topics of interest
  • Maintain an in-depth knowledge of the full suite of solutions offered by the LDI business, and supporting, at times, assets managed by other investment areas within Client
 
Qualifications:
  • 8+ years of LDI or relevant experience (ideally asset management, consulting, banking or actuarial services), working with institutional corporate pension fund or insurance clients
  • Excellent communication skills verbally and in writing; capable of explaining sophisticated concepts in simple terms
  • Relationship building excellence, internally and externally
  • Technical and fixed income market expertise, problem-solving skills
  • Commercial dexterity
  • Ability to build and contribute toward team cohesiveness and highest performance
  • Ownership and delivery of a top-quality client experience
  • Series 3 & 7 highly desired, must be attained if not already licensed
 
If interested, you may contact:
Elland Bondoc
elland.bondoc@eclaro.com
2012839624
Elland Bondoc | LinkedIn
 
Equal Opportunity Employer:
Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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