Insurance Portfolio Strategy Lead

NACBA

Boston (MA)

Hybrid

USD 155,000 - 310,000

Full time

4 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Mercer invites applications for a Senior Portfolio Manager in US Insurance, reporting to the Office of the CIO. You will lead multi-asset portfolios with emphasis on fixed income and private markets, ensuring alignment with insurance liabilities and regulatory requirements across Boston, New York, and Chicago.

You will collaborate with leadership and consultants, oversee investment solutions, and represent Mercer in committees and client meetings.

Qualifications

  • Insurance investor requirements and liability-driven investment principles understanding.
  • Capability to align portfolios with liability profiles while managing yields and risk.
  • Expertise in private markets and fixed income investing.
  • Strong analytical and problem-solving abilities with independent thinking.
  • Excellent communication to present topics to clients and stakeholders.
  • Proven leadership and ability to influence across Mercer/Marsh teams.
  • Hybrid work schedule with three in-person days per week.

Responsibilities

  • Integrate into a multi-asset portfolio management team overseeing US assets.
  • Collaborate with insurance leadership and consultants on client discussions.
  • Serve on the US Insurance Investment Committee for design of solutions.
  • Lead day-to-day investment management with governance and processes across teams.
  • Oversee manager research and asset manager oversight for client portfolios.
  • Present markets, portfolios and performance to clients and committees.
  • Mentor junior colleagues and contribute to thought leadership.

Skills

Insurance investment knowledge
Portfolio construction
Private markets expertise
Analytical mindset
Communication skills
Leadership
Cross-team collaboration

Education

Advanced investment certification (CFA/CAIA)
Bachelor’s degree in finance or related field

Tools

Clearwater

Job description

Mercer invites applications for a Senior Portfolio Manager in US Insurance, reporting to the Office of the CIO. You will lead multi-asset portfolios with emphasis on fixed income and private markets, ensuring alignment with insurance liabilities and regulatory requirements across Boston, New York, and Chicago.

You will collaborate with leadership and consultants, oversee investment solutions, and represent Mercer in committees and client meetings.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Senior Insurance Portfolio Strategy Lead
Senior Insurance Portfolio Strategy Lead

NACBA • Chicago (IL), Northern (KY)

Hybrid
USD 155,000 - 310,000
Hybrid work schedule
Health benefits
Tuition assistance
+1
Senior Insurance Portfolio Architect
Senior Insurance Portfolio Architect

International Association of Insurance Professionals (IAIP) • Boston (MA)

Hybrid
USD 155,000 - 310,000
Senior Insurance Portfolio Strategist
Senior Insurance Portfolio Strategist

International Association of Insurance Professionals (IAIP) • Northern (KY), New York (NY)

Hybrid
USD 155,000 - 310,000
Senior Insurance Portfolio Architect
Senior Insurance Portfolio Architect

Mercer • Chicago (IL)

Hybrid
USD 155,000 - 310,000
Senior Insurance Portfolio Manager
Senior Insurance Portfolio Manager

Mercer • New York (NY)

Hybrid
USD 155,000 - 310,000
Health benefits
Tuition assistance
401K
Senior Insurance Portfolio Manager Multi-Asset Strategies
Senior Insurance Portfolio Manager Multi-Asset Strategies

NACBA • New York (NY)

Hybrid
USD 155,000 - 310,000
Insurance Portfolio Manager
Insurance Portfolio Manager

International Association of Insurance Professionals (IAIP) • Boston (MA)

Hybrid
USD 155,000 - 310,000
Insurance Portfolio Manager
Insurance Portfolio Manager

International Association of Insurance Professionals (IAIP) • Northern (KY), New York (NY)

Hybrid
USD 155,000 - 310,000
Insurance Portfolio Manager
Insurance Portfolio Manager

NACBA • Chicago (IL), Northern (KY)

On-site
USD 155,000 - 310,000
Hybrid work schedule
Health benefits
Tuition assistance
+1
Insurance Portfolio Manager
Insurance Portfolio Manager

Mercer • Chicago (IL)

Hybrid
USD 155,000 - 310,000