Associate Portfolio Manager

Associate Portfolio Manager Position Description The Associate Portfolio Manager is responsible for working with Portfolio Managers to help with servicing our clients’ needs and to learn the day-to-day portfolio management and relationship management of designated insurance clients. We are seeking a detail-oriented individual with strong organizational and analytical skills who can support the portfolio management team by delivering timely, accurate work. This role requires reliability, accountability, and the ability to independently manage responsibilities. The ideal candidate is proactive, communicates effectively, and has a genuine interest in developing a career in portfolio management, along with a desire to learn about fixed income markets and insurance portfolio management. The Portfolio Management group is responsible for delivering investment and capital management services to clients. The members of the Portfolio Management group are the day-to-day contacts for NEAM's insurance company clients and lead the internal client teams. They are responsible for the relationship management and client portfolio management functions which include the application of NEAM investment policy to specific client portfolios and having intimate knowledge of the day-to-day activities in the portfolio, client guidelines, risk tolerance, and unique requirements. Their specific focus is to effectively provide service that result in maintenance and growth of assets under management with their client. The Associate Portfolio Manager will represent the firm at regular client board and investment committee meetings and report on economic and capital market developments, investment strategy, portfolio activity, and performance results. Qualifications Bachelor’s degree in a related field is required. CFA or progress towards completion preferred. The successful candidate will possess a minimum of two years of relevant industry-related experience. This individual will possess a client service mentality, strong written and oral communication skills, and have an ability to make a lasting impression on clients. In addition, this individual will have: A capital markets orientation. An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities. A familiarity with Common and Preferred Stock is a plus. Demonstrated ability to listen and assimilate information in the context of providing solutions using client services. Ability to think quickly and offer creative solutions to problems. Delivers clear, concise, confident client-facing presentations, effectively communicating complex ideas to client stakeholders and prospective clients. Demonstrated professionalism, team orientation, and a strong work ethic. Proven ability to think creatively. Must be comfortable in a team oriented collegial environment that prizes strong individual contribution. Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency. Travel may be required domestically less than 10%. About US For more information about NEAM please visit our website at www.neamgroup.com. NEAM is a wholly owned subsidiary of General Re Corporation, which is a subsidiary of Berkshire Hathaway Inc. NEAM has developed proprietary decision-making tools and specialized services enabling the delivery of asset and capital management solutions to clients within the context of evolving regulatory, accounting and tax issues faced by insurance companies today.** The firm’s culture is team oriented, collaborative, transparent, and intellectually curious. We currently offer a hybrid schedule with M/F remote and T/W/TR in the office in Farmington, CT. **NEAM does not offer tax/legal advice. It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.