July 26, 2023

VP, Client Portfolio Management (KIS)

Location: New York, NY

Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.


Headquartered in New York City and with offices also in Chicago and Rosemont, IL, KIS is a boutique asset management firm that specializes in building tailored solutions for insurance companies with the goal to deliver superior risk-adjusted returns. Led by a seasoned team of insurance industry investment professionals and asset class specialists, KIS oversees all investment activities for Kuvare’s operating companies. This represents approximately $22 billion in total assets (book value as of March 31, 2023), including core fixed income assets, where KIS partners with leading global asset managers

About Kuvare

Kuvare is a technology-enabled financial services platform that provides insurance, reinsurance, and asset management solutions. Headquartered in Chicago, IL, Kuvare focuses on delivering value-oriented solutions to the middle market. Founded in 2015, Kuvare is committed to a sustainable growth strategy, backed by a consortium of long-term capital partners. The family of Kuvare companies includes Lincoln Benefit Life Company, Guaranty Income Life Insurance Company, United Life Insurance Company, Kuvare Life Re, and KIS.

Position Overview

The VP of Client Portfolio Management will join the New York-based KIS team, reporting to the Head of Portfolio Management, and have direct oversight of clients’ asset portfolio and investment activity across all markets with primary focus in the the Private Corporate and Structured Credit and Commercial Real Estate markets. The individual will work closely with the Head of Portfolio Management and investment team members and will be responsible to the lead communication of investment activity and portfolio performance.

Primary Responsibilities

  • Primary point of contact for all investment related matters on relevant clients
  • Lead weekly pipeline generation and deal communication to relevant clients
  • Manage the deal allocation process in accordance with portfolio guidelines and the KIS allocation policy
  • Proactively communicate with clients on market developments and portfolio activity
  • Lead quarterly portfolio reviews, including generation of client communication materials in coordination with Client Relationship Manager and Operations & Reporting teams
  • Provide support for weekly, monthly, and quarterly portfolio monitoring processes
  • Generate customized and/or ad-hoc analysis for both internal and external consumption

Qualifications & Experience

  • Bachelor's degree or higher. MBA and/or CFA Charter preferred
  • A minimum of 10 years of experience in general asset management, including client facing responsibilities.
  • Excellent communication, presentation, and interpersonal skills
  • Understanding of the operating functions of an asset manager: Origination, Compliance, Reporting.
  • Experience within or with an insurance company investment function a plus.
  • Strong results orientation and ability to work in a fast-paced environment
  • Self-starter with a strong work ethic and genuine willingness and desire to learn
  • Strong organizational and analytical skills, ability to multi-task and manage several projects at a time. 

Kuvare company is an equal opportunity employer that makes hiring decisions based on merit, qualifications, and the business need. We are dedicated to a policy of nondiscrimination in employment on any basis including age, sex, color, race, creed, national origin, religious persuasion, marital status, political belief, or disability that does not prohibit performance of essential job functions. We encourage all qualified candidates to apply.

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