Portfolio Investment & Governance Lead

VIP Universal Medical Insurance Group (VUMI); Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

VIP Universal Medical Insurance Group (VUMI) is seeking an Investment Manager to analyze portfolio performance, monitor asset allocation, and coordinate with external investment partners. The role drives governance, oversight, and reporting to senior leadership and Investment Committee.

The position supports the Life & Investment Division in establishing governance frameworks, performance monitoring, and consistent portfolio decision-making for the September 2026 launch.

Qualifications

• Bachelor’s degree in Finance, Economics, Investments or related field.
• 5–8 years 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.

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 profiles, benchmarks, product design, and regulatory requirements.
• Coordinate reporting, performance reviews, and periodic investment discussions with external managers.
• Provide oversight of middle office operations, ensuring accurate trade execution, reconciliation, and record-keeping.
• Support investment governance, policy development, and input to Investment Committee.

Skills

Analytical thinking

Communication skills

Excel proficiency

Data analytics tools

Strategic thinking

Education

Bachelor’s degree in Finance/Economics/Investments

CFA progress preferred

Tools

Excel

Analytical tools

Data platforms

Asset management platforms

Job description

VIP Universal Medical Insurance Group (VUMI) is seeking an Investment Manager to analyze portfolio performance, monitor asset allocation, and coordinate with external investment partners. The role drives governance, oversight, and reporting to senior leadership and Investment Committee.

The position supports the Life & Investment Division in establishing governance frameworks, performance monitoring, and consistent portfolio decision-making for the September 2026 launch.