Assistant Portfolio Manager

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health insurance

Onsite clinic and preventive care

Mental health coverage

Tuition reimbursement

Mentorship programs

Life insurance and company-funded pension

Annual employee events and activities

Job summary

Southern Farm Bureau Life Insurance Company is seeking an Assistant Portfolio Manager to join their Investments team in Jackson, MS. This role involves analyzing and managing the investment portfolio, mentoring junior staff, and collaborating closely with brokers and investment managers. Candidates should have a strong educational background in finance or related fields, along with extensive relevant experience.

Qualifications

• Minimum five years’ experience in investment underwriting and decision making.
• Robust knowledge of the Company's investment philosophy.
• Ability to train and develop junior investment staff.

Responsibilities

• Assist in the analysis and management of the Company’s investment portfolio.
• Provide direction for all investment activity.
• Mentor junior staff and oversee portfolio holdings.

Skills

Decision making

Problem solving

Critical thinking

Communication

Teamwork

Education

BBA in finance or BS in math or engineering

MBA degree with finance coursework

Completion of Chartered Financial Analyst program

Tools

Microsoft Excel

Bloomberg Terminal

Job description

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Direct message the job poster from Southern Farm Bureau Life Insurance Company

Finding the best for the best: Community Choice Best Place to Work 2024| College Boy Mom| Dog Mom to Dolly Pawton

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Assistant Portfolio Manager, you’ll be an essential part of our Investments team, contributing to the success of our organization.

Location: Jackson, MS

Role and Responsibilities: The Assistant Portfolio Manager assists in the analysis, administration, reporting, and strategic management of the Company’s investment portfolio. The position may oversee one or more asset classes, including corporate and municipal credit, mortgage- and asset-backed securities, and public and private equity investments. The position further assists the Portfolio Manager in asset allocation, asset and liability management, and cash flow projection and must fully understand the Company’s investment philosophy and guidelines. The Assistant Portfolio Manager may be responsible for mentoring and assigning work to junior investment staff.

Your responsibilities will include:

• Provide direction and leadership related to all investment activity. Independently evaluate and determine the actions required in day-to-day management of invested assets.
• Serve as the primary contact for all outside relationships with brokers/investment managers. Provide feedback/insights on all new and existing transactions.
• Oversee and monitor portfolio holdings. Initiate trade ideas and provide feedback on proposals from other investment team members.
• Train and develop junior investment staff. Answer questions and provide guidance as needed.
• Provide feedback on broader portfolio strategies as requested by senior management.
• Present detailed reports and analysis to the Investment Committee and Impairment Committee as needed.
• Offer forward-thinking analysis on portfolio construction, investment allocation, investment pacing, etc.

Qualifications:

• BBA in a finance related major or BS in a math or engineering related major
• MBA degree with finance coursework or comparable work experience
• Completion of Chartered Financial Analyst program
• Minimum of five years’ experience in investment underwriting and decision making
• Robust knowledge and understanding of the Company’s investment philosophy and guidelines
• Proficient in Microsoft Excel, Word, and PowerPoint; Bloomberg Terminal experience preferred
• Excellent decision making, problem solving, critical thinking, and communication skills
• Ability to function effectively in the workplace as exhibited through ones integrity, courage to act and communication skills.
• Ability work with others effectively as exhibited through one's respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.

Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance:Comprehensive coverage for employees and their families.
• Access to an onsite clinic, preventive care, and prescription drugs.
• Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program:Incentives for maintaining an active lifestyle.
• Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs:Customized weight management plans.
• Support for achieving and maintaining a healthy weight.
• Employee Engagement:Opportunities to connect with colleagues.
• Fun teambuilding activities.
• Annual events for employees and their familiesCompany Picnic, Thanksgiving lunch, Christmas Reception.
• Family Fun Night
• Onsite Cafe:Convenient access to nutritious meals.
• Promoting healthy eating habits.
• Learning & Development:Continuous learning opportunities.
• Tuition reimbursement for further education.
• Mentorship Programs:Pairing employees with mentors.
• Professional growth and guidance.
• Promotional Opportunities:Advancement within the company.
• Life Insurance and Company-Funded Pension:Financial security for employees and beneficiaries.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Insurance and Financial Services

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