Portfolio Manager

6 days ago

Melbourne, Victoria, Australia Generation Life - Outthinking today. Full time $104,000 - $130,878 per year

About us

As a leading provider of financial solutions, Generation Life is a regulated life insurance company, and our parent company, Generation Development Group, is listed on the Australian Securities Exchange (ASX).

Our company pioneered the first truly flexible investment bond and has been providing tax-effective investment solutions to meet a wide range of investor needs and life stages since 2004. We are proud to have more than $4.5b invested with us to date.

The role

Fixed interest specialist

  • Manage mandates of government bonds, corporate bonds, mortgage-backed securities, and other fixed income instruments.
  • Construct and maintain diversified portfolios to meet return, duration, and risk targets.
  • Compile advisory reports and make informed recommendations on new investment/asset class opportunities and funds/strategies that could enhance or diversify portfolios
  • Monitor economic and industry and assess the impact on existing fixed interest book pools. Interprete macroeconomic indicators: inflation, interest rates, central bank policy. Knowledge of monetary policy and economic cycles
  • Deep understanding of bond math, duration, convexity, yield curves, and spread analysis
  • Ability to evaluate issuer creditworthiness and familiarity with credit ratings (Moody's, S&P, Fitch) and internal credit models

Portfolio construction and management

  • Drive improvement of SAA framework and align fixed income investments with life insurance liabilities
  • Be a key source for and provide oversight of quantitative applications to portfolios (SAA, Manager Selection, Risk, Attribution, Factor)
  • Asset allocation specialisation within fixed income mandates. Managing risk-adjusted returns, cashflows, and liability matching
  • Enhance and/or develop sections of the Investment committee process.

Investment Compliance

  • Regular production, auditing and delivery of timely and accurate compliance monitoring for strategies to the Head of Investments, ensuring adherence to procedures and control checks, on a daily / monthly / quarterly basis
  • Investigate breaches of mandate or capital restrictions, and then identify and communicate the cause to Head of Investment
  • Maintenance and requests to ensure complete reporting, such as adding rules, portfolios, benchmarks, and custom reporting as needed

About you

  • 5–10 years in investment management, ideally with insurance, defined benefit or other liability matching exposure
  • Experience managing or assisting fixed income portfolios
  • Outgoing and hardworking with the ability to deal with complex financial problems;
  • Tertiary qualification in Finance, Economics, Actuarial Science, or Quantitative disciplines;
  • CFA /Masters (or working towards) or Actuarial training viewed favourably;
  • Advanced excel skills and a strong understanding of information technology (coding experience viewed favourably);
  • Good written and verbal communication skills for coordinating with committees.

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