Senior Insurance Portfolio Manager - ALM & Returns

National Life Group; Addison (TX); On-site; USD 206,250 - 302,500; Full time

Benefits offered by this job

Comprehensive benefits program

401(k) eligibility

Paid time off

Job summary

National Life Group is looking for an Insurance Investment Portfolio Manager to lead the investment portfolio for optimal risk-adjusted returns. Responsibilities include managing fixed income, equity, and alternative investments, while ensuring compliance with regulatory guidelines.

The ideal candidate should have significant experience in institutional asset management, a strong understanding of insurance balance sheets, and proficiency in financial analysis tools like Excel and Bloomberg. A comprehensive benefits program includes medical, dental, vision, and 401(k) eligibility.

Qualifications

• 5–12+ years of experience in institutional asset management, insurance investments, or fixed‑income portfolio management.
• Strong understanding of insurance balance sheets and statutory accounting.
• Strategic thinking with strong risk awareness.

Responsibilities

• Manage fixed income, equity, and alternative investments in line with risk appetite.
• Optimize portfolio duration and credit quality to align with insurance liabilities.
• Collaborate with actuarial teams to ensure asset‑liability matching.

Skills

Institutional asset management

Fixed-income portfolio management

Quantitative analysis

Regulatory compliance

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, or related field

MBA or Master’s degree

CFA charterholder

Tools

Excel

Bloomberg

Portfolio management systems

Job description

National Life Group is looking for an Insurance Investment Portfolio Manager to lead the investment portfolio for optimal risk-adjusted returns. Responsibilities include managing fixed income, equity, and alternative investments, while ensuring compliance with regulatory guidelines.

The ideal candidate should have significant experience in institutional asset management, a strong understanding of insurance balance sheets, and proficiency in financial analysis tools like Excel and Bloomberg. A comprehensive benefits program includes medical, dental, vision, and 401(k) eligibility.