Insight Investment is an asset management company that primarily specializes in actively managed fixed income. We primarily work with insurance companies, pension funds, sovereign wealth funds, and manage several retail mutual funds. In particular, we focus on building custom portfolios against an investor's specific set of liabilities (for example helping a pension fund meet monthly payments to pensioners in coming years).
Host Job Responsibilities
As a portfolio manager, my team and I responsible for a dedicated set of accounts where we manage a client's portfolio with the aim of outperforming their benchmark by an agreed upon amount. I also am a member of the Macro Research team with responsibility for forecasting the economy, interest rates, and government policy in the US & Canada.
About the Externship
Students will learn about the decisions I made in high school, college, and early in my career that prepared me for my current role and enabled advancement within my company. They will learn about how a portfolio manager operates on a day to day basis, including the differences between fixed income and equity investing. We will also discuss how low interest rates and the government's large deficit pose challenges for investors, and how we interact with clients to address their concerns and tailor solutions. The session will include a slide deck and will be as interactive as possible. I will offer career and personal advice to the students, given the nature of today’s work environment.