Back to jobsPrimary coverage for third-party clients (including public and private pension funds, Taft-Hartley funds, insurance companies, private wealth managers, endowments, and foundations): lead/coordinate review meetings, portfolio updates, and ongoing relationship management with overall goal to grow NYL PFI’s third party business. This includes ownership of institutional client relationships, with responsibility for coverage strategy, prioritization, and retention.
Work with the clients to establish investment parameters, and work with origination/credit to select securities to build portfolios that meet the client’s expectations.
Act as a bridge between investment teams and clients, by translating investment process, credit selection, risk positioning, relative value, and performance attribution in clear client language; develop narratives and presentations.
Play a lead role in fundraising processes by providing due diligence and pipeline support: own/drive responses for RFP/RFI/DDQ, consultant questionnaires, and ad-hoc data requests; coordinate internal inputs (deal team, risk, ops, legal/compliance).
Client reporting and materials: create/update fact sheets, commentaries, strategy updates, market notes, and investor reports for portfolio update meetings and upon ad hoc requests.
Market and competitive intelligence: monitor macro/credit conditions and competitor positioning; synthesize implications for IG private credit portfolios and client messaging.
Internal “client advocate” function: feed client needs back into originators, credit analysts and operations; help shape product enhancements / new product initiatives where relevant.
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Managing Director, Client Portfolio Management
New York Life - Jimenez Team
New York, NYPosted 1 weeks ago