Vice President, Portfolio Manager of Investments
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About the role
Everest Group, Ltd. is seeking to hire a Vice President to serve as a Portfolio Manager of Investments. The Everest investment team consists of a small group of talented individuals working in a collegial and supportive environment. In this role, you'll partner closely with investment professionals and colleagues across the organization-including finance, treasury, legal, tax, technology, and audit-contributing your insights in a thoughtful, collaborative environment. You'll have direct responsibility for portfolio management, trading, research, and analysis across agency and non-agency mortgage-backed securities, along with the opportunity to build and enhance the analytical models and platforms that support structured credit fixed income investing. This is a hands‑on role that offers real ownership, intellectual challenge, and exposure to senior investment leadership. This is a hybrid position in either our Warren, NJ or New York City office working 3 days onsite, 2 remote. Responsibilities include, but are not limited to: Monitors fixed income markets for relative value opportunities. Pitches new fixed income trade ideas to the Head of Internal Investments and Chief Investment Officer. Performs regular surveillance on existing fixed income holdings. Trading of fixed income securities with a focus on agency and non-agency RMBS Experience in mortgage-backed securities required. Experience in other structured credit classes is a plus. Internal Investments portfolio managers regularly back each other up in the different structured credit asset classes. Support the reporting function with analysis as needed for the investment team and the board. Maintain relationships with a wide variety of broker dealers to maximize access to assets, liquidity, and research. Train/cross-train junior staff in internal fixed income as dictated by the Chief Investment Officer or Head of Internal Investments. Ad hoc analytical and trading support as needed. Assign project work to interns as needed. Use network to stay on top of industry best practices. Work across departments in a professional and positive manner to achieve goals. Coordinates purchasing securities for collateral pledging as dictated/needed by the middle office. Qualifications & Requirements 6-10 years of investments-related experience, with a minimum of 6 years required; ideal candidates will have 8+ years Direct, hands-on experience (minimum 6-12 months) trading and/or managing portfolios of Agency residential mortgage-backed securities (RMBS). Deeper agency RMBS experience strongly preferred Demonstrated strong interest in and enthusiasm for Agency RMBS, including a willingness to engage with the complexity of the sector MBA from a top-tier program or CFA designation preferred Advanced Excel and financial modeling skills required Strong written and verbal communication skills Proven ability to work collaboratively across investment, trading, and operations teams The base salary range for this position is $215,000 - $240,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). #LI-KG1 #LI-Hybrid What if I don't meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn't align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process. Our Culture At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an in
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Additional Information
Title: Vice President, Portfolio Manager of Investments Company: Everest Global Services, Inc. Job Category: Finance Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
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