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AVP Product Specialist - Private Fixed Income

Date Posted: May 27, 2021

Location: Whippany, NJ, US, 7981

Company: MetLife

Position:             AVP Product Specialist – Private Fixed Income, MetLife Investment Management 

Job Location:     Whippany, NJ

Department:      Private Credit – Client Portfolio Management

 

MetLife Investment Management

MetLife Investment Management provides public fixed income, private capital, and real estate investment solutions to institutional investors worldwide. With $659.6 billion total assets under management as of December 31, 2020, MetLife Investment Management is the institutional asset management business of MetLife, Inc., one of the world’s leading financial services companies.

 

With over 150 years of disciplined risk-management experience we provide deep expertise in skillfully navigating markets with the goal of delivering strong, risk-adjusted returns. Our client-centric culture enables our dedicated team of investment professionals to singularly focus on creating the tailored solutions designed to help our clients meet their unique needs and objectives—both today and moving forward in the future.

 

 Client Portfolio Management:

The Client Portfolio Management (“CPM”) team is responsible for overseeing the construction and management of the Private Fixed Income portfolios for MIM clients, adhering to the investment guidelines that were developed by MIM and the client.  The CPM team pursues select new external Private Credit clients by preparing RFP responses and participating in client pitches and presentations.  The MIM Client Portfolio Management team sits within MetLife’s Private Credit group.  The team works alongside Private credit analysts, who are responsible for deal origination and credit monitoring, and are supported by MIM Operations, Legal and Compliance.  The CPM team also works with MIM’s Institutional Client Group (ICG) by providing asset class expertise in support of their sales efforts.

 

The Role:

As the Product Specialist you will be a key contributor in building strong client relationships by understanding the client’s business, investment objectives and investment guidelines. You will also be a key contributor to marketing to both new and existing clients, and researching industry and competitor trends to develop both more efficient client engagements and a superior private marketing platform. The Product Specialist goals are centered on improving the client reporting process, improving monitoring of compliance with client guidelines, working with ICG to develop better tools for measuring and monitoring client satisfaction, and supporting cross-selling of other MIM products to our current clients.

 

Key Relationships:

  • Reports to:  Director Client Portfolio Management

                

Key Responsibilities:

  • Develop a deep understanding of the client’s business, investment objectives, and investment guidelines.
  • Communicate with clients by telephone, email or in person, as needed; provide portfolio information and answer other general account questions on a timely and accurate basis.
  • Research and write on salient private investment topics 
  • Oversee operational issues to ensure effective resolution by the relevant parties.
  • Manage quarterly client reporting package.
  • Build and strengthen client relationships through ongoing contact, professionalism and high level of responsiveness and proactive efforts.
  • Work closely with private securities’ credit analysts to understand the market and communicate portfolio issues to MIM clients. 
  • Help to develop a robust client service model; make suggestions for process improvements.
  • Work closely with ICG, the CPM Portfolio Managers and the Private Credit Strategist to assist with marketing to existing and new clients.
  • Work with the ICG, the CPM Portfolio Managers and the Private Credit Strategist to lead the development of new product delivery methods such as the development of a private fund and/or specific industry mandates

 

Candidate Qualifications:

  • 5-7 years of credit investment experience
  • Highly motivated, self-starter, strong organizations skills
  • Strong teamwork and collaborative-driven attitude
  • Solid accounting and/or financial analysis experience
  • Strong decision making and problem-solving skills
  • Effective presentation skills and comfortable interacting with senior investment management
  • Working knowledge of securities such as high-grade bonds, high yield bonds, bank loans, private placements
  • Attention to detail and proven ability to meet stringent time constraints
  • Working knowledge of Excel, Word, PowerPoint

 

MetLife Success Principles  

  • Experiment with Confidence – Courageously learn and test new ideas without fear of failure
  • Act with Urgency – Demonstrate speed to action with agility and determination 
  • Seek Diverse Perspectives – Source ideas and feedback to expand thinking and make informed decisions
  • Seize Opportunity – Drive responsible growth and identify areas for continuous improvement
  • Champion Inclusion – Foster an environment where everyone is valued, heard, and can speak up
  • Create Alignment – Partner with others across the organization with candor and transparency
  • Take Responsibility – Be accountable and act in pursuit of the right outcomes
  • Enable Solutions – Anticipate and address obstacles while managing risk
  • Deliver What Matters – Execute meaningful priorities and follow through on commitments

 

MetLife:

MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

 

We are one of the largest institutional investors in the U.S. with $659.6 billion of total assets under management as of December 31, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability driven companies. We are proud to have been named to Fortune magazine’s 2021 list of the “World’s Most Admired Companies.”

 

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.

 

We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to accommodations@metlife.com or call our Employee Relations Department at 1-877-843-3711.

 

MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

 

MetLife maintains a drug-free workplace.