The Team Manager will be a key member of the BXCI Asset Allocation – Portfolio
Analytics team, supporting Portfolio Managers and senior stakeholders across
portfolio analytics, data quality oversight, reporting, and process
improvement initiatives for insurance client portfolios. The role will be
responsible for managing recurring portfolio management deliverables,
reviewing team output, driving scalable reporting solutions, and partnering
with Operations, Compliance, Technology, Risk and Analytics, and investment
teams to improve the accuracy, consistency, and efficiency of portfolio
management and reporting workflows.
Key Responsibilities
Lead a team-based delivery model for Asset Allocation – Portfolio Analytics,
ensuring recurring deliverables are completed accurately, consistently, and
within agreed timelines.
Perform and review portfolio data quality checks, including validation of
trade economics, funding activity, portfolio exposures, investment data,
ratings, and other key inputs across internal systems.
Prepare, review, and manage recurring portfolio management materials,
including monthly and quarterly reporting, portfolio snapshots, portfolio
reviews, watchlists, KPI reporting, rating dashboards, investment committee
materials, and client-ready reporting packs.
Compile and analyze portfolio statistics, performance metrics, ratings
distributions, asset allocation data, funding trends, exposure movements,
and other portfolio analytics for internal stakeholders and client
reporting.
Track pipeline transactions and upcoming funding requirements in the agreed
format, circulate materials to Portfolio Managers and clients, and
communicate key changes to support capital allocation decisions.
Develop and maintain reporting tools, dashboards, workflow trackers, and
automation solutions to improve transparency, scalability, control, and
operational efficiency across portfolio management processes.
Partner with Portfolio Managers, BXTI, Operations, Compliance, Risk and
Analytics, and investment teams to identify process gaps, implement
improvements, and strengthen governance across reporting workflows.
Manage ad hoc analysis and special projects requested by senior management,
Asset Allocation stakeholders, Insurance analysts, and other
cross-functional partners.
Track team deliverables, review work performed by team members before
stakeholder submission, provide day-to-day guidance, and promote ownership,
accountability, and continuous improvement within the team.
Key Skillsets & Attributes
8–10 years of experience in asset management, portfolio analytics,
investment operations, financial services, consulting, banking, insurance
asset management, or a related field.
Strong understanding of portfolio analytics, fixed income markets, private
credit, insurance investment concepts, investment reporting, and asset
allocation workflows.
Strong analytical and quantitative skills with the ability to manage,
reconcile, validate, and interpret large datasets across multiple systems
and reporting sources.
Advanced Excel and PowerPoint skills, including the ability to build
structured analysis, prepare polished client-ready materials, and translate
complex portfolio information into clear insights.
Experience with reporting, data visualization, or business intelligence
tools such as Power BI, Tableau, Sigma, SQL, or Python is preferred.
Exceptional attention to detail, strong organizational skills, and ability
to manage multiple deliverables with competing timelines in a fast-paced
environment.
Excellent written and verbal communication skills with the ability to
summarize complex information clearly for Portfolio Managers, senior
stakeholders, and clients.
Proven people management skills, including the ability to review work, guide
team members, manage priorities, and drive accountability in a team-based
delivery model.
Collaborative team player with strong work ethic, intellectual curiosity,
problem-solving mindset, ownership, and accountability.