Investment Manager, Portfolio & Partnerships
VUMI
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Job summary
The Investment Manager at VUMI in Miami will analyse portfolio performance, monitor risk, and ensure alignment with product design and regulatory requirements. You will serve as the main interface with external investment partners, review strategies, and help establish governance and reporting structures for the September 2026 launch.
In this start-up phase of the Life & Investment Division, you will oversee middle office operations, support investment policy development, and provide insights to
Qualifications
- Bachelor’s degree in Finance, Economics, Investments or related field; CFA preferred.
- 5–8 years of experience in investment management portfolio analysis or asset management oversight.
- Strong understanding of portfolio construction, asset allocation and investment risk analysis.
- Experience working with external asset managers, advisors or investment platforms.
- Familiarity with investment reporting, performance measurement and benchmarking.
- Advanced proficiency in Excel and data analysis tools.
Responsibilities
- Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives.
- Monitor portfolio composition and investment strategies for risk, benchmark adherence, product design, and regulatory compliance.
- Identify trends, risks, and opportunities and provide insights to senior management.
- Coordinate reporting and discussions with external investment partners and managers.
- Support investment governance, policies, and open architecture portfolios performance.
Skills
Education
Tools
Job description
The Investment Manager at VUMI in Miami will analyse portfolio performance, monitor risk, and ensure alignment with product design and regulatory requirements. You will serve as the main interface with external investment partners, review strategies, and help establish governance and reporting structures for the September 2026 launch.
In this start-up phase of the Life & Investment Division, you will oversee middle office operations, support investment policy development, and provide insights to
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