Portfolio Construction Coordinator **RECENT ECON/Finance GRADS**

NFP Corp.

Location: Boston, Massachusetts

Job Type: Full time

Last updated

Perfection not required
Excited about this role, but not sure if you meet 100% of the criteria? Employers would still love to hear from you.

Who We Are

Financial Architects Partners is a highly specialized life insurance firm focusing on generational wealth preservation for super affluent clients and their families. We manage the entire process of analyzing, acquiring, and servicing top tier life insurance portfolios for our clients as well as offer our assistance with sophisticated estate and insurance planning techniques. The portfolio administration department’s main responsibilities revolve around portfolio management, inforce analysis, and maintaining relationships. Our dedication to ongoing administration and our commitment to excellence continue to distinguish our firm from others in the marketplace.

The Role

The Portfolio Construction Associate responsibilities include, but are not limited to:

  • Achieving an extensive knowledge of our associated firms’ proprietary illustration systems and products
  • Running iterations of insurance illustrations for demonstrative purposes
  • Analyzing portfolio options and funding strategies
  • Working closely with FAP producers, upper management, and internal departments on final portfolio construction and presentation design
  • Developing customized deliverable client presentation materials

Necessary skills include:

  • Bachelor’s Degree, preferably in Finance, Mathematics, or Actuarial Science
  • Proficiency in Microsoft office, especially Microsoft Excel
  • Ability to work in a team, as well as the ability to work autonomously
  • Ability to perform well under pressure
  • Strong attention to detail
  • Ability to organize, prioritize and manage multiple tasks
  • An understanding of financial concepts such as net present value and internal rate of return
  • Effective verbal and written communication skills
  • Willingness and ability to contribute to inter-departmental projects
You’ve got this!