Solutions Portfolio Manager

Role Overview

• Support FTIS’s market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes and Indexed Universal Life (“IUL”).
• Collaborating with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels.
• Review market trends, client needs, and the competitive landscape to identify areas of opportunity.
• Develop a keen understanding of industry leaders in key product categories, how the products are structured and key points of differentiation.
• Assist in creation of marketing materials, client review materials and RFP content for indexed solutions.
• Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations.
• Work closely with FT’s distribution and sales teams to win new mandates and support existing insurance clients.
• Support FTIS’s existing variable annuity and retirement business – this largely includes sub-advised, multi-asset and quantitative strategies within variable annuities, VITs and target date funds.
• Utilize quantitative tools for the construction of custom portfolios based on client needs and defined parameters.
• Provide investment insight while working collaboratively with portfolio management, Client Solutions, and Systematic Solutions teams to both enhance existing strategies as well as develop new client driven solutions.

Requirements

• 5
• 10 years of experience in multi-asset investments and working with institutional and retail channel clients.
• Strong finance; with foundational knowledge of financial markets and investing strategies.
• Bachelor’s degree in a numerical discipline such as mathematics, science, engineering, business administration or economics
• Industry knowledge regarding systematic strategies and index-linked insurance products, such as FIAs or RILAs is a strong benefit
• Strong familiarity with MSFT Excel, PowerPoint and Word
• Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies
• Experience using third party applications to analyze data, such as Bloomberg or other data platforms
• Industry designations such as CFA or others are a plus.
• Strong work ethic and drive are a must – this candidate will be maintaining and growing a thriving business.
• Strong communication skills, both with clients and internal partners.

Benefits

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*