Senior Investment Officer - Alternative Investments

Job Posting End Date: June 17

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: 

• Award-winning culture 

• Inclusion and diversity as a priority 

• Performance Based Incentive Plans

• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability 

• Generous PTO (including paid time to volunteer!) 

• Up to 9.5% 401(k) employer contribution 

• Mental health support 

• Career advancement opportunities 

• Student loan repayment options 

• Tuition reimbursement

• Flexible work environments 

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…  

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! 

General Summary:

Reporting to the VP / Managing Director of Alternative Investments, this position is responsible for sourcing new investment ideas, conducting investment and operational due diligence, and making recommendations for additions to the Alternative Investments portfolio. This role requires strong analytical and critical thinking skills and significant investing experience, preferably across multiple asset classes. This position will work extensively with external partners to source and execute investment strategies and will collaborate with internal partners on diligence and investment performance.

There is flexibility in the opening, and we are evaluating individuals with varying experience levels.

Principal Duties and Responsibilities

• Source, evaluate, and execute alternative investments across a variety of strategies and asset classes.
• Perform investment and operational due diligence (evaluating both quantitative and qualitative factors) on third-party fund managers, including on-site visits, coordinating with Unum’s legal, tax and compliance groups where appropriate.
• Negotiate investment documents, working with internal and external legal counsel.
• Make investment recommendations and present them internally for approval.
• Develop external network for sourcing new investment ideas – attending conferences, annual investor meetings, etc.
• Actively monitor Unum’s Alternative Investments portfolio, providing written and oral reports and recommendations on actions to take with respect to specific investments and asset classes.
• Keep apprised of emerging industry trends and themes in alternative asset management and perform ad-hoc research projects as needed.

Job Specifications

• Bachelor degree in finance, accounting, economics or related field required, MBA strongly preferred. CFA preferred.
• 10 years+ work experience in investments; experience in alternative asset management with track record of sourcing and executing investments in one or more asset classes preferred
• Very strong written and verbal communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations
• Strong critical thinking and analytical skills, both qualitative and quantitative
• Organized and detail-oriented with the ability to multi-task and thrive in a fast-paced environment
• Excellent problem-solving skills, documentation skills and ability to work independently
• Very strong work ethic, attention to detail, team orientation, and commitment to excellence
• Some travel expected

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Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.

$103,600.00-$202,100.00

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not.  All benefits are subject to the terms and conditions of individual Plans.

Company:

Unum