Vice President, Portfolio Manager – Fixed Income
About the position
Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
Everest Group, Ltd. (“Everest” or “the Group”) is seeking to hire a Vice President and Portfolio Manager, Investments (Fixed Income). This position reports to the SVP and Head of Fixed Income and works closely with the Chief Investment Officer and other members of the investment team. In this role, you will focus on the active management of the investment-grade portfolio and the generation of net investment income, operating within risk, realized gain/loss, and guideline constraints. Your responsibilities will span external manager oversight; identifying and modeling income and/or return-enhancing rotation trades; market and portfolio surveillance; maintaining a credit watchlist; benchmark construction and analysis; guideline management; and contributing to enhancements in portfolio management reporting and processes. This is a hybrid position working 3 days in office, 2 remote in either or New York City or Warren, NJ office.
Responsibilities
• Generating above benchmark excess returns and stable net investment income, while remaining within risk management, ALM and guideline constraints.
• Develop fixed income alpha-generation ideas, coordinate trading across managers, and report on results.
• Partner effectively with internal portfolio managers and external managers to execute strategy.
• Produce recurring market overview and portfolio summaries for senior management reporting
• Conduct ongoing credit surveillance for fixed income holdings, including maintaining a credit watchlist and escalation recommendations.
• Lead manager searches (RFP/RFQ) and perform routine manager due diligence and performance surveillance.
• Support the launch of new portfolios and/or strategies, including implementation planning and resource coordination.
• Enhance asset-liability management (ALM) by partnering with treasury and finance to align portfolio positioning with liability profile, duration, liquidity, and capital objectives.
• Lead investment information systems initiatives, partnering with stakeholders to improve data, tooling, and reporting workflows.
• Collaborate with cross-functional partners on firmwide initiatives that impact investment strategy, operations, and governance.
Requirements
• 7+ years of experience in fixed income, with preference for those with corporate credit background.
• MBA or CFA designation preferred.
• Excellent written and verbal communication skills.
• Advanced Excel and financial modeling skills required.
• Proven ability to collaborate effectively across teams and functions.
• Demonstrated ownership mindset and strong work ethic.
Benefits
• health insurance coverage
• an employee wellness program
• life and disability insurance
• 401k match
• retirement savings plan
• paid holidays
• paid time off (PTO)
Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
Everest Group, Ltd. (“Everest” or “the Group”) is seeking to hire a Vice President and Portfolio Manager, Investments (Fixed Income). This position reports to the SVP and Head of Fixed Income and works closely with the Chief Investment Officer and other members of the investment team. In this role, you will focus on the active management of the investment-grade portfolio and the generation of net investment income, operating within risk, realized gain/loss, and guideline constraints. Your responsibilities will span external manager oversight; identifying and modeling income and/or return-enhancing rotation trades; market and portfolio surveillance; maintaining a credit watchlist; benchmark construction and analysis; guideline management; and contributing to enhancements in portfolio management reporting and processes. This is a hybrid position working 3 days in office, 2 remote in either or New York City or Warren, NJ office.
Responsibilities
• Generating above benchmark excess returns and stable net investment income, while remaining within risk management, ALM and guideline constraints.
• Develop fixed income alpha-generation ideas, coordinate trading across managers, and report on results.
• Partner effectively with internal portfolio managers and external managers to execute strategy.
• Produce recurring market overview and portfolio summaries for senior management reporting
• Conduct ongoing credit surveillance for fixed income holdings, including maintaining a credit watchlist and escalation recommendations.
• Lead manager searches (RFP/RFQ) and perform routine manager due diligence and performance surveillance.
• Support the launch of new portfolios and/or strategies, including implementation planning and resource coordination.
• Enhance asset-liability management (ALM) by partnering with treasury and finance to align portfolio positioning with liability profile, duration, liquidity, and capital objectives.
• Lead investment information systems initiatives, partnering with stakeholders to improve data, tooling, and reporting workflows.
• Collaborate with cross-functional partners on firmwide initiatives that impact investment strategy, operations, and governance.
Requirements
• 7+ years of experience in fixed income, with preference for those with corporate credit background.
• MBA or CFA designation preferred.
• Excellent written and verbal communication skills.
• Advanced Excel and financial modeling skills required.
• Proven ability to collaborate effectively across teams and functions.
• Demonstrated ownership mindset and strong work ethic.
Benefits
• health insurance coverage
• an employee wellness program
• life and disability insurance
• 401k match
• retirement savings plan
• paid holidays
• paid time off (PTO)