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Managing Director, Client Portfolio ManagementNew York Life • New York, New York, United States
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Managing Director, Client Portfolio Management

New York Life
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Apply Now

About

Location: Hybrid – 4 days per week. Role Overview
The Client Portfolio Manager will serve as the client‑facing investment representative for NYL PFI’s New York office. The role partners closely with Origination/Underwriting, Trading/Structuring, Operations, Legal, Distribution and Client Service. It focuses on leading third‑party asset management initiatives, growth and retention of institutional client relationships, and portfolio management/reporting. Responsibilities
Primary coverage for third‑party clients (public and private pension funds, Taft‑Hartley funds, insurance companies, private wealth managers, endowments, and foundations). Lead and coordinate review meetings, portfolio updates, and ongoing relationship management with a primary goal of growing NYL PFI’s third‑party business. Work with clients to establish investment parameters, and collaborate with origination/credit to select securities that meet client expectations. Act as a bridge between investment teams and clients, translating investment process, credit selection, risk positioning, relative value, and performance attribution into clear client language; develop narratives and presentations. Lead 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 from deal team, risk, operations, legal/compliance. Prepare client reporting and materials: create/update fact sheets, commentaries, strategy updates, market notes, and investor reports for portfolio update meetings and ad‑hoc requests. Conduct market and competitive intelligence: monitor macro/credit conditions and competitor positioning; synthesize implications for IG private credit portfolios and client messaging. Serve as an internal “client advocate,” feeding client needs back into originators, credit analysts, and operations to shape product enhancements or new product initiatives. Qualifications & Skills
College degree from an accredited university. MBA or Master’s in finance or related discipline preferred. 10+ years of in‑depth experience in client portfolio management. Strong knowledge of the debt private placement and/or asset‑backed finance asset class. Strong technical investment‑grade private credit skills including operating fundamentals and capital markets. Sound ability to present and discuss investment matters and strategies without portfolio manager support. Desire, energy, and willingness to spend significant time with third‑party clients; highly organized and able to manage a full list of relationships. Current, state‑of‑the‑art institutional quality industry perspective and experience. Extensive experience managing institutional client relationships across pensions, insurance, and consultant channels, with demonstrated success supporting fundraising and client retention efforts. Personal Attributes & Characteristics
Highly motivated with a strong record of academic and professional achievement. Strong relationship builder externally and internally. Willingness and ability to collaborate across the NYL PFI team. Operates autonomously while influencing senior stakeholders across investment, distribution, and product teams. Excellent presentation, written, and verbal communication skills; thoughtful listener; direct and open communication style. Adheres to NYL PCI values and culture of commitment, collaboration, and integrity. Compensation & Benefits
Job Level: MD (Level MD). Salary range: $250,000 – $300,000. Overtime eligible: Exempt. Discretionary bonus eligible: Yes. Benefits: full package including leave programs, adoption assistance, and student loan repayment programs. Additional benefits and incentive programs are available. Job Requisition ID: 94001.
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  • New York, New York, United States

Languages

  • English
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