Director, Portfolio Manager-Infrastructure Debt
Company: CFA Institute
Location: New York
Posted on: March 6, 2025
Job Description:
Position: Director, Portfolio Manager-Infrastructure
DebtLocation: 100 Wall Street 29th floor, New York, NY
10005Duties:
- Manage and monitor existing and new mandates, managers,
deployment, guidelines, compliance, performance monitoring and
attribution.
- Provide quantitative, qualitative, and peer group analysis
essential to creating and maintaining robust knowledge of asset
classes and external asset managers.
- Manage and maintain operational aspects of the external
managers, maintain manager relationships and regularly review
manager data and monitor for manager delivery of Investment
Management Agreements (IMA) and Service Level Agreements (SLA) and
guidelines.
- Research and develop investment thesis and recommend new and
existing investments, asset class and market opportunities through
the candidate's existing and prospective networks of external asset
managers, in alignment with GI's goals and objectives, including
its Environment, Social and Governance (ESG) integration.
- Maintain and lead internal review/approval processes and
investment due diligence responsibilities for on-boarding of new
external mandates and investment strategies.
- Support the delivery of relevant and in-depth intelligence on
global markets, asset managers and competitors and asset class
expertise across the risk spectrum, with an emphasis on maintaining
corporate intelligence on and sourcing appropriate risk-adjusted
private investment and lending opportunities.
- Manage the delivery of quantitative and qualitative data and
analysis by working closely with External Manager Platform (EMP)
colleagues and GI's Business Intelligence team including assuming
responsibility for accuracy and timely delivery of information as
required by the team's reporting function.
- Collaborate with key stakeholders including the Chief
Investment Officers, business unit heads, and business partners
across Aflac Inc., Aflac Japan and Aflac US.
- Produce and manage asset class related research and
projects.
- Coordinate all related asset class, external manager and
portfolio communication with US and Japan EMP team and corporate
business partners.
- Act as ambassador and asset class subject matter expert for
Aflac and GI with peers and within the industry.
- Perform special projects as required including participation in
GI and Aflac workstreams.
- Prepare qualitative and quantitative analyses and summaries as
required.Minimum Requirements:
- Must have a Bachelor's degree in Finance, Accounting or related
degree.
- Must have 15 years of progressive experience in portfolio
manager positions performing the following:
- Managing credit assets in an institutional investment
environment including project finance and infrastructure debt.
- Comprehensive understanding in structuring, underwriting, and
provision of/investing in infrastructure debt by applying gained
knowledge of major regulatory and leading industry frameworks that
influence project finance.
- Producing new investment opportunities given knowledge of
markets, asset classes, asset managers and investment frameworks in
life insurance companies.
- Applying knowledge of investments and global capital
markets.
- Collaborating in a team environment within and across multiple
functions including across time zones and cultures.
- Navigating and effectively handling governance in complex
organizations.
- Managing and rationalizing data from various sources including
managing and assembling data for ad hoc analysis, formal projects
and reporting.
- Applying understanding of Japan insurance company investing and
regulatory risk framework.
- Experience in Accounting, Tax, Regulatory, Legal, Audit,
Compliance matters in relation to assigned asset classes and
markets.
- Must have at least 10 years of experience with life insurance
investing in complex, constrained insurance and/or financial
organizations.
- Salary Range: $295,000 - $315,000
- Position may be eligible to work hybrid/remotely but is based
out of and reports to Aflac offices in New York, NY. Must be able
to work a minimum of 3 days a week in the New York, NY office as
part of Aflac's hybrid schedule.Recruitment:Apply online at or
email resume to Heather Manderson, Corporate Counsel, Aflac,
hmanderson@aflac.com
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Keywords: CFA Institute, New York , Director, Portfolio Manager-Infrastructure Debt, Executive , New York, New York
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