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Dir, Portfolio Manager - Infrastructure Debt

The Company:  Aflac Asset Mgt. LLC
The Location: 

New York City, NY, US, 10005

The Division:  Global Investment
Job Id:  2108

About Our Company

Aflac Global Investments located in the heart of the financial district is the organization who’s responsible for the overall investment activities of Aflac, Inc. With more than 100 employees in US (New York) and Japan (Tokyo); Aflac’s Global Investments organization seeks to maximize risk-adjusted returns subject to our liability profile and capital requirements and generates in excess of $3.0 billion a year in net investment income. As of December 31, 2020, Aflac total investments and cash were $149.8 billion compared to $138.1 billion at December 31, 2019 and $126.2 billion at December 31, 2018; with stable annual revenues of more than $22 billion for the last three years. 

 

Candidate Profile 

The candidate will have demonstrated experience as an investor/portfolio manager in global project and infrastructure finance, either via direct investing or through an external management practice such as GI’s EMP.  The candidate will also have familiarity with major regulatory and leading industry frameworks influencing project finance gained through experience in structuring, underwriting and/or investing in this asset class.  Technical knowledge of country, sector and project-specific structuring characteristics and challenges is a plus.  In addition, the candidate must have current knowledge of environmental, societal and governmental considerations in this asset class and its sustainability opportunities, and ideally will have investment-related experience in sustainable infrastructure project financings. 

  

Key Relationships

Reports to:  U.S. Chief Investment Officer, and Global Head of Loans, Real Estate and Infrastructure Debt, EMP

Primary Internal Relationships:  EMP Portfolio Managers, Japan EMP team, GI business leaders and staff across front, middle and back office, GI Risk, Investment Accounting, Tax, Compliance and other key Aflac business partners

Primary External Relationships:  Existing and new external managers, peer and industry networks.

 

Principal Duties & Responsibilities

Key responsibilities include:

  • 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.  Solidify and maintaonal mentform.perational aspects of the extenal  teamsrnal management platform.in manager relationships and regularly review manager data and monitor for manager delivery of IMA and SLA and guidelines
  • Research, develop investment theses 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 ESG integration
  •  Own 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 EMP colleagues and GI’s Business Intelligence team.  Assume 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

 
Candidate Qualifications

The qualified candidate will have credible experience and available references demonstrating the following attributes:

  • Minimum of 15 years of demonstrated portfolio management experience managing credit fixed income assets in an institutional investment environment, with experience in project finance and infrastructure debt investing
  • Prefer experience managing third party external managers, especially in project finance and infrastructure debt assets
  • Demonstrated evidence in producing new investment opportunities given knowledge of markets, asset classes, asset managers and investment frameworks in life insurance companies
  • Experience in Accounting, Tax, Regulatory, Legal, Audit, Compliance matters in relation to assigned asset classes and markets, with particular expertise in life insurance company investing
  • Solid and demonstrated knowledge of investments and global capital markets, with experience in investing prudently and effectively in complex, constrained insurance and/or financial organizations
  • Must have experience in delivering projects, including on tight delivery timeframes and to executive audiences
  • Proven ability to execute on goals, prioritize and work with teams to meet deadlines
  • Demonstrated effectiveness in working and collaborating in team environment within and across multiple functions, notable if across time zones and cultures
  • Experience in navigating and effectively handling socialization and governance in complex organizations
  • Demonstrated effective people management and teamwork skills
  • Excellent verbal and written communication skills
  • Excellent critical thinking, quantitative and analytical skills
  • Aptitude to manage and rationalize data from various sources
  • Excellent skills in Excel for sourcing, managing and assembling data for ad hoc analysis, formal projects and reporting
  • Undergraduate university credentials; advanced study in relevant field a plus
  • Prefer CFA or equivalent professional qualifications
  • Experience with Japan insurance company investing and regulatory risk frameworks a plus

 

Please note: Pursuant to Aflac’s COVID-19 mitigation protocols and the December 13, 2021 Order from New York City Commissioner of Health and Mental Hygiene, individuals must be fully vaccinated upon commencing employment, subject to legally required exemptions

We will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply.


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City