Private Investments Manager

VIP Universal Medical Insurance Group (VUMI); Miami (FL); In loco; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

VIP Universal Medical Insurance Group (VUMI) is seeking an Investment Manager to lead analysis, monitoring, and oversight of the company s investment portfolio in collaboration with external partners such as The Bahnsen Group. You will evaluate performance, ensure alignment with strategy and product design, and supervise middle-office operations.

In the start-up Life & Investment Division, you will help establish governance, reporting structures, and processes to support the September 2026

Competenze

• Bachelor’s degree in Finance, Economics, Investments or related field.
• 5–8 years of experience in investment management, portfolio analysis, or asset management oversight.
• Strong knowledge of portfolio construction, asset allocation, and investment risk analysis.
• Experience with external asset managers or investment platforms.
• Proficient in Excel; familiarity with data analysis tools and platforms.

Mansioni

• Analyze investment portfolio performance, including returns, risk metrics, asset allocation and benchmarks.
• Monitor portfolio composition and strategies for alignment with risk profiles and product design.
• Identify trends, risks and opportunities; provide insights to senior management.
• Act as primary contact with external investment partners; review strategies and performance.
• Oversee middle office operations; ensure accurate execution and records; prepare reports.

Conoscenze

Portfolio analysis

Excel

Risk analysis

Data-driven decision making

Formazione

Bachelor’s degree in Finance or related field

Strumenti

AI-enabled methodologies

Data platforms

Descrizione del lavoro

The Investment Manager is responsible for the analysis, monitoring, and oversight of the company’s investment portfolio, ensuring alignment with strategic objectives, risk parameters, and product requirements.

This role serves as the primary internal interface with external investment partners, including The Bahnsen Group, and is accountable for evaluating portfolio performance, reviewing investment positioning, and ensuring consistency between investment strategy and product design.

The Investment Manager also provides oversight of middle office investment operations, ensuring that trade execution, reconciliation, and portfolio records accurately reflect investment decisions and activity.

In the start-up phase of the Life & Investment Division, this role plays a key part in establishing the investment governance framework, performance monitoring processes, and reporting structures required for the September 2026 launch, ensuring transparency, control, and alignment across all investment activities.

Portfolio Analysis & Performance Monitoring

• Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives.
• Monitor portfolio composition and investment strategies to ensure alignment with risk profiles, benchmark adherence, product design, and regulatory requirements.
• Identify trends, risks, and opportunities, providing insights and recommendations to senior management.

External Investment Partner Management

• Act as the primary point of contact with external investment partners, including the external asset management advisor.
• Review and challenge investment strategies, performance results, and portfolio positioning.
• Coordinate reporting, performance reviews, and periodic investment discussions with external managers.

Investment Governance & Oversight

• Ensure that investment activities are executed in accordance with approved mandates, guidelines, and internal governance frameworks.
• Support the development and maintenance of investment policies, guidelines, and monitor the Open Architecture individual portfolios performance.
• Provide input into Investment Committee discussions and materials.

Middle Office Oversight & Operational Alignment

• Provide oversight and functional supervision of middle office investment operations, ensuring accurate execution, reconciliation, and record-keeping.
• Ensure alignment between investment decisions and operational execution, including trade processing and portfolio updates.
• Serve as a backup resource for middle office functions when required.
• Prepare investment reports, dashboards, and analysis for senior management, Finance Director, and Investment Committee.
• Support financial planning, product development, and actuarial analysis with investment-related insights.
• Leverage advanced analytical tools, including Excel and AI-enabled methodologies, to enhance investment analysis, reporting, and decision support.
• Support the development of structured prompts or analytical frameworks to improve efficiency in portfolio analysis and reporting.

KEY PERFORMANCE INDICATORS (KPIs)

• Portfolio Performance Monitoring: Accuracy and timeliness of performance analysis and reporting.
• Risk Oversight: Identification and management of portfolio risks and deviations from strategy.
• Quality of interaction and oversight of external investment managers.
• Operational Alignment: Consistency between investment strategy and operational execution.
• Reporting Quality: Clarity, accuracy, and usefulness of investment reports and insights.
• Adherence to investment policies, mandates, and internal controls.

Bachelor’s degree in Finance, Economics, Investments, or a related field; 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; experience with analytical tools and data platforms preferred.
• ~ Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function.

The role primarily operates in an in-door, climate-controlled office setting working in close proximity to others. Light level provides adequate brightness for reading, computer work, and other tasks without causing glare or strain.

operate standard office equipment such as copiers, computers, telephones, printers, etc.

TRAVEL

Minimal to no travel required

Minimal Hazards including potential ergonomic risks from prolonged sitting or repetitive motions.

Investment Analysis & Portfolio Insight

Strategic Thinking & Risk Awareness

Analytical Rigor & Data-Driven Decision Making