Job Description

Job Opportunity: Assistant Portfolio Manager at Southern Farm Bureau Life Insurance

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Assistant Portfolio Manager, you’ll be an essential part of our Investments team, contributing to the success of our organization.

Location: Jackson, MS

Role and Responsibilities : The Assistant Portfolio Manager assists in the analysis, administration, reporting, and strategic management of the Company’s investment portfolio. The position may oversee one or more asset classes, including corporate and municipal credit, mortgage- and asset-backed securities, and public and private equity investments. The position further assists the Portfolio Manager in asset allocation, asset and liability management, and cash flow projection and must fully understand the Company’s investment philosophy and guidelines. The Assistant Portfolio Manager may be responsible for mentoring and assigning work to junior investment staff.

Your responsibilities will include :

• Provide direction and leadership related to all investment activity. Independently evaluate and determine the actions required in day-to-day management of invested assets.
• Serve as the primary contact for all outside relationships with brokers/investment managers. Provide feedback/insights on all new and existing transactions.
• Oversee and monitor portfolio holdings. Initiate trade ideas and provide feedback on proposals from other investment team members.
• Train and develop junior investment staff. Answer questions and provide guidance as needed.
• Provide feedback on broader portfolio strategies as requested by senior management.
• Present detailed reports and analysis to the Investment Committee and Impairment Committee as needed.
• Offer forward-thinking analysis on portfolio construction, investment allocation, investment pacing, etc.

Qualifications:

• BBA in a finance related major or BS in a math or engineering related major
• MBA degree with finance coursework or comparable work experience
• Completion of Chartered Financial Analyst program
• Minimum of five years’ experience in investment underwriting and decision making
• Robust knowledge and understanding of the Company’s investment philosophy and guidelines
• Proficient in Microsoft Excel, Word, and PowerPoint; Bloomberg Terminal experience preferred
• Excellent decision making, problem solving, critical thinking, and communication skills
• Ability to function effectively in the workplace as exhibited through ones integrity, courage to act and communication skills.
• Ability work with others effectively as exhibited through one's respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.

Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance: Comprehensive coverage for employees and their families.
• Access to an onsite clinic, preventive care, and prescription drugs.
• Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle.
• Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs: Customized weight management plans.
• Support for achieving and maintaining a healthy weight.
• Employee Engagement: Opportunities to connect with colleagues.
• Fun teambuilding activities.
• Annual events for employees and their families Company Picnic, Thanksgiving lunch, Christmas Reception.
• Family Fun Night
• Onsite Cafe: Convenient access to nutritious meals.
• Promoting healthy eating habits.
• Learning & Development: Continuous learning opportunities.
• Tuition reimbursement for further education.
• Mentorship Programs: Pairing employees with mentors.
• Professional growth and guidance.
• Promotional Opportunities: Advancement within the company.
• Career growth prospects.
• Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries.
• Retirement planning

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