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