Managing Director Client Portfolio Management

• Primary coverage for third-party clients (including public and private pension funds Taft-Hartley funds insurance companies private wealth managers endowments and foundations): lead/coordinate review meetings portfolio updates and ongoing relationship management with overall goal to grow NYL PFI's third party business. This includes ownership of institutional client relationships with responsibility for coverage strategy prioritization and retention.
• Work with the clients to establish investment parameters and work with origination/credit to select securities to build portfolios that meet the client's expectations.
• Act as a bridge between investment teams and clients by translating investment process credit selection risk positioning relative value and performance attribution in clear client language; develop narratives and presentations.
• Play a lead role in 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 (deal team risk ops legal/compliance).
• Client reporting and materials: create/update fact sheets commentaries strategy updates market notes and investor reports for portfolio update meetings and upon ad hoc requests.
• Market and competitive intelligence: monitor macro/credit conditions and competitor positioning; synthesize implications for IG private credit portfolios and client messaging.
• Internal "client advocate" function: feed client needs back into originators credit analysts and operations; help shape product enhancements / new product initiatives where relevant.

• College degree from an accredited university.
• MBA or Master's Degree in finance or related discipline is 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 preferred.
• 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.
• Must have desire energy and willingness to spend a significant amount of time with third party clients. Must be highly organized motivated and able manage a full list of relationships.
• The successful candidate will bring a current state-of-the-art institutional quality industry perspective and experience to this position.
• Extensive experience managing institutional client relationships across pensions insurance and consultant channels with demonstrated success supporting fundraising and client retention efforts.

• Highly motivated with a strong record of academic and professional achievement.
• Strong relationship builder both externally within the marketplace and internally within the firm.
• Willingness and ability to collaborate with other members of the NYL PFI team. The company draws upon the relevant expertise of all the NYL PFI team and expects the team to collaborate openly to achieve the best results.
• Will be able to hold their own in a fast-paced intellectually challenging environment. Can defend their decisions and views while still admitting areas of uncertainty.
• Ability to operate with a high degree of autonomy while influencing senior stakeholders across investment distribution and product teams.
• Motivated self starter. Very highly developed organizational skills.
• Strong communications skills both written and verbal. An "open communicator/team player" rather than a "close to vest" person will succeed best in the firm's environment.
• Excellent presentation skills. Thoughtful listener. Direct and open communication style. Has presence that commands respect in the industry and within NYL PI.
• Adheres to the NYL PCI values and culture of commitment collaboration drive towards excellence honesty integrity respect for others and trust.

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.

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