Portfolio Manager

We are seeking a Portfolio Manager that contributes to the growth and profitability of Corporate invested assets. Develops, implements and successfully executes strategic portfolio construction and tactical asset allocation strategies that align with the objectives, constraints, and risk tolerances of the Clients of the Investment Management Organization and the Enterprise.

Oversees and leads delivery of valued investment services and capital markets solutions to the Clients of the Investment Management Organization and the Enterprise through effective collaboration, engagement, and communication. Actively participates in the management, development and empowerment of the Investment Management staff.

WHAT WE CAN OFFER YOU: Estimated Salary (Levels have variable responsibilities and qualifications) Portfolio Manager Asset Liab: $120,000 - $170,000, plus annual bonus opportunity Sr. Portfolio Manager Asset Liab: $135,000 - $190,000, plus annual bonus opportunity 401(k) plan with a 2% company contribution and 6% company match.

Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment WHAT YOU’LL DO: Portfolio Management Contributes to the quantifiable performance of the investment portfolios.

Recommends tactical and at times strategic allocation of investment capital consistent with the objectives and constraints of the Clients and their underlying products. Ensures the overall investment strategy, current portfolio positioning, and necessary future actions are well communicated to and understood by the Clients of the Investment Management Organization and the Enterprise.

Provides clear, thoughtful, and specific guidance to Investment Management leadership and staff on objectives, constraints, and risk tolerances of the Clients' investment portfolios and of the Enterprise. Coordinates the deployment of investments across assets classes to ensure the dollar amounts and security characteristics align with the overall strategy or tactical positioning of the portfolio.

Serves as a key stakeholder in the relationship management function of managing the portfolios of Investment Management Clients and the Enterprise. This includes executing an effective communication strategy (including periodic meetings and reporting) surrounding the strategic construction, tactical positioning, and performance of the investment portfolios.

Collaborates with Product Directors and Pricing Actuaries to execute business strategies that promote growth and enhance profitability. Where appropriate, provides thought leadership to Clients to help them address their challenges and achieve their objectives. Contributes to the research, development, and recommendation of shorter-term tactical investment opportunities and strategies based upon current and expected future market conditions.

Effectively communicates the risks and rewards of such strategies to other Investment Management and Enterprise parties when appropriate. Collaborates and coordinates on the use of leverage within the portfolio to maximize risk-adjusted returns. Collaborates with the Finance Department to ensure alignment with Treasury, Capital Management, and Accounting partners.

Partners with the Finance Department at Mutual of Omaha to manage and oversee the Federal Home Loan Bank borrowing program. Ensures strong communication exists to effectively make portfolio decisions surrounding the appropriate balance and composition of both pledged and excess eligible collateral for this borrowing program.

Ensure asset allocation is optimized by properly managing and reporting the risk characteristics and income profile (including ancillary income from collateral management) of each investment type Personnel Management: Develops and maintains an engaged and accountable workforce in a fair and equitable working environment.

Promotes and preserves an environment of collaboration within Investment Management and the Enterprise by leading by example, listening to the voice of the customer and employee, and coaching colleagues to embrace innovation and openness to change. Promotes organizational goals and strategic initiatives within Investment Management by engaging and interacting with other members of the department and across the Enterprise.

Strengthens the overall skill set and knowledge base within Investment Management. Coaches’ employees across all levels to enhance the operational effectiveness of Investment Management. WHAT YOU’LL BRING: Thorough knowledge and experience in managing investment portfolios, preferably within the fixed income universe.

Experience in and thorough understanding of a variety of aspects related to insurance and annuity products. Knowledge and understanding of statutory and GAAP reserve accounting, investment accounting, and risk-based and economic capital. Demonstrated knowledge, understanding and experience with derivatives, with an expectation of developing expertise.

Ability to analyze, interpret and utilize data to make sound business recommendations and decisions Strong strategic planning and leadership skills; ability to motivate and influence constituents at all levels and across the enterprise. Knowledge of and adherence to the strict moral and ethical standards of an investment and/or actuarial professional.

Excellent interpersonal and communication skills; proven success in establishing and maintaining relationships with internal and external business partners. Effective writing skills, ability to make effective presentations to corporate management, internal and external business partners, and regulatory officials. Demonstrated leadership with proven success in expert decision making, managing others, coordinating activities and directing several projects simultaneously while meeting deadlines and empowering team members to meet company objectives; ability to work under pressure and meet stringent deadlines.

Excellent problem solving, analytical, negotiation and business management skills; an ability to identify and achieve strategic goals Ability to teach and foster development in others. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

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