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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing external investment programs, including governance frameworks, due diligence, and strategic asset allocation. Proven ability to lead teams, negotiate partnerships, and drive growth in externally managed assets while ensuring compliance with investment guidelines.
Highest-signal resume keywords
External Management Program DevelopmentGovernance Framework DesignInvestment Management AgreementsPortfolio Management Across Asset ClassesCFA Certification
About the role
Key responsibilities & impact- Report to the Chief Investment Officer
- Lead TruStage Investment Management’s external management program and strategic initiatives expanding general account investment capabilities
- Build, scale, and expand the external management platform
- Grow externally managed assets and establish capabilities, governance, and partnerships for portfolio growth, diversification, and net investment income
- Own the sub-advisory program end to end, including manager searches, investment and operational due diligence, fee negotiation, and investment management agreements
- Develop and execute a multi-year plan to grow externally managed assets in line with Strategic Asset Allocation and investment policy limits
- Design and evolve governance frameworks, processes, manager research capabilities, monitoring tools, and reporting
- Expand the external manager roster across new and existing asset classes
- Chair the Sub-Advisory Investment Committee and oversee manager monitoring, performance ratings, watch-list status, and recommendations
- Ensure external mandates deliver attractive risk-adjusted, net-of-fee results and comply with investment guidelines, policies, and Delegation of Authority limits
- Deliver the annual external manager update to the Investment and Capital Committee and maintain sub-advisory policies and procedures
- Develop business cases for entry into new sectors and asset classes with external managers and lead execution
- Analyze capability, scalability, cost, capital efficiency, risk, and net investment income impacts
- Partner with ALM, Investment Risk, and Investment Planning to assess liabilities, capital, liquidity, and Strategic Asset Allocation fit
- Lead strategic relationships with asset managers beyond individual mandates, including programmatic deal flow and other arrangements
- Negotiate and structure partnership terms with Legal, Compliance, and Investment Operations
- Track partnership results against defined metrics
- Lead an annual portfolio of CIO strategic initiatives with defined objectives and success metrics
- Sign off on investments under the Delegation of Authority process
- Recruit, train, develop, mentor, motivate, and retain assigned team members
- Promote open dialogue, respect, inclusion, collaboration, and the “One Team” culture
Requirements
What you’ll need- Graduate Degree in Business, Finance, Economics or a related field
- 15+ years progressively responsible investment experience, including portfolio management across multiple asset classes
- CFA strongly preferred
- Demonstrated success building or significantly scaling an external management or sub-advisory program, including meaningful growth in externally managed assets and number of mandates
- Proven track record selecting, negotiating with and overseeing external managers or sub-advisors, including due diligence, IMAs and fee structures
- Experience designing governance frameworks, policies, and manager selection and monitoring processes for a new or expanding external management platform
- Track record of launching and growing new capabilities within an established investment organization
- Experience managing constrained institutional or insurance general account portfolios focused on principal preservation, net investment income generation, and loss mitigation
- Understanding of insurance investment considerations, including asset-liability management, risk-based capital, statutory and GAAP accounting, and NAIC requirements
- Ability to select, lead, motivate, develop, and retain highly motivated professionals
- Ability to build effective relationships with co-workers, external managers, asset sourcing channels, and internal/external clients
- Skill in negotiating, influencing, and making objective recommendations across competing priorities
- Ability to communicate clearly in written, verbal, and formal presentation methods, including with senior leadership and board committees
- Knowledge of Bloomberg, other investment management systems, and MS Office suite or similar
- Ability to travel 25%–40%
- Resume required to apply
Benefits
Comp & perks- Annual incentive (bonus) plan eligibility
- Medical insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401(k)
- Tuition reimbursement
- Flexible workplace and hybrid working
- Technology and other tools supporting hybrid work
- Career growth opportunities
- Retirement assistance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Due DiligenceFee NegotiationManager SelectionRisk-Based Capital UnderstandingAsset-Liability ManagementInvestment Policy CompliancePerformance MonitoringPortfolio Growth StrategiesFinancial AnalysisInvestment Income Generation
Soft Skills
Team LeadershipRelationship BuildingNegotiation SkillsEffective CommunicationMentoring and Development
Tools & Technologies
BloombergInvestment Management SystemsMS Office Suite
Certifications & Qualifications
CFA
Industry Keywords
Investment ManagementSub-Advisory ProgramInsurance Investment ConsiderationsGAAP AccountingNAIC Requirements