Portfolio Specialist - Short/Intermediate Duration Portfolio Management Team

Job Location: United States : New Jersey : Whippany

Alternate Job Location: Not Applicable : Not Applicable

Work Arrangement: Office

Role Value Proposition: 

MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with over $669 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 1000 dedicated professionals with extensive experience and expertise across public and private fixed income and private assets, including real estate.  Visit us at www.metlife.com/investments to learn more.

We are currently seeking a Portfolio Specialist for the Short/Intermediate Duration Portfolio Management team within MetLife Investment Management (MIM). This is a unique and exciting opportunity with significant growth potential for a candidate who seeks to be part of our expanding business, enjoys working in a dynamic environment and possesses excellent people skills.

In this role, you will provide day-to-day support and report directly to the head of the Short/Intermediate Fixed Income Total Return business where you will be expected to move up the learning curve quickly to become conversant on the six strategies, within our fixed income product suite totaling over $17 billion in assets. We expect you to be able to capably interact with and service our existing institutional client base through various means of communication as part of the relationship team, including participating in face-to-face meetings. You will also play a key role in coordinating meeting and marketing materials and presenting them to current and prospective clients. In support of this effort, you will work closely with senior management to uncover and develop internal relationships and opportunities across other areas of MetLife.     

Key Responsibilities:

• Collaborate closely with existing team members to manage a monthly and quarterly client deliverables calendar and address ad hoc client, consultant, and prospective client requests for information.
• Lead the preparation and production of customized materials for both internal and external meetings including client portfolio reviews, prospective client new business presentations, monthly and quarterly deliverables, RFPs (Request for Proposal), RFIs, DDQs, and maintain our products’ information in investment management consultant databases.
• Responsible for information gathering for RFP/RFI responses on behalf of the Short/Intermediate Duration strategies in close coordination with MIM Client Service, Research, and Legal/Compliance professionals. 
• Interact directly with colleagues throughout MIM including Portfolio Management, Research, Trading, Client Service, Marketing and Legal/Compliance.  

Essential Business Experience and Technical Skills:

Required:

• At least 5 years relevant experience.
• Strong project management, communication, presentation, and organizational skills 
• Detail-oriented with the ability to balance multiple projects and prioritize deliverables 
• Self-starter- takes initiative on projects independently with minimal direction 
• Adaptability/flexibility in being able to partner with other team members in various aspects of daily unit functioning and responding to frequent ad hoc requests 
• Familiarity with GAAP accounting principles to assist clients with reconciliation issues regarding our reporting
• Manage and construct custom market / economic data slides using Power Point and Excel

Preferred:

• Bachelor’s degree in related field; Advanced degree preferred.
• Experience with BlackRock Aladdin, Salesforce a plus 

Assignment Category

Full-Time

Travel

Negligible

Business Category

Investments

Number of Openings

1

#MIM

At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.” 

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 $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. 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.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.

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.