Vice President Of Investments
CurrentLeading the asset manager due diligence process, guiding the strategic and tactical asset allocation, and ensuring the investment portfolio supports the long-term needs of the organization.
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@allianzlife.com
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Darin Egbert, Cfa is listed as Vice President of Investments at SFM - The Work Comp Experts, a with 189 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at allianzlife.com and a matched LinkedIn profile for Darin Egbert, Cfa.
Darin Egbert, Cfa previously worked as Investment Manager at Blue Cross And Blue Shield Of Minnesota and Vice President at Allianz Life. Darin Egbert, Cfa holds Bachelor Of Business Administration - Bba, Banking And Financial Economics from University Of North Dakota.
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Highly driven investment professional with extensive technical expertise and demonstrated success leading teams of people. Expertise in conducting investment manager due diligence, implementing strategic and tactical asset allocation, performing portfolio analysis utilizing holdings-based and returns-based methodologies, and delivering capital markets analysis to understand trends and drivers of performance. Possess strong technical skills with numersous investment databases along with an ability to clearly communicate complex topics in an easy-to-understand format.
Listed skills include Asset Allocation, Investments, Mutual Funds, and Alternative Investments.
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A career timeline built from the work history available for this profile.
Greater Minneapolis-St. Paul Area
Leading the asset manager due diligence process, guiding the strategic and tactical asset allocation, and ensuring the investment portfolio supports the long-term needs of the organization.
Greater Minneapolis-St. Paul Area
Led the external asset manager due diligence process and ongoing monitoring across the investment platform, which included the Insurance, Surplus, LTC, Pension, Foundation, and Defined Contribution portfolios. Responsible for guiding the strategic asset allocation process across the investment portfolios and conducting asset class research to ensure the portfolios were well diversified.
Greater Minneapolis-St. Paul Area
Led the manager due diligence and monitoring for variable annuity fund line-up that contained over 90 investment options across 20+ different external investment managers. Oversaw the asset allocation portfolios, which included guiding the strategic asset allocation, portfolio construction, asset class research, monitoring and on-going analysis, managing daily cash flows, and portfolio rebalancing.
Greater Minneapolis-St. Paul Area
Managed the daily responsibilities within the Hedge Execution Team. Executed over-the-counter options and exchange traded futures to hedge the liability payoff for the fixed and variable annuity business lines.
Denver, Colorado, United States
Prepared detailed analysis and performance for sub-advised portfolios, including daily performance, attribution/contribution, characteristics and modern portfolio theory statistics. Supported Consultant Relations and Institutional Sales to ensure investment results were clearly communicated and developed the marketing narrative to rationalize performance.
Denver, Colorado, United States
Developed and analyzed measurement reports to track historical trends in associates' results. Produced weekly quality report for Senior Management analyzing errors found in the end queue.
Other employees you can reach at sfmic.com. View company contacts for 189 employees →
Angela Vaidich
Colleague at Sfm - The Work Comp ExpertsCottage Grove, Minnesota, United States
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Randi Helgesen
Colleague at Sfm - The Work Comp ExpertsMinneapolis, Minnesota, United States
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Pat Scott
Colleague at Sfm - The Work Comp ExpertsAndover, Minnesota, United States
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Austyn Young
Colleague at Sfm - The Work Comp ExpertsGreater Minneapolis-St. Paul Area, United States
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Karthick Sfm
Colleague at Sfm - The Work Comp ExpertsChinthamani Madurai, Tamil Nadu, India
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Sharon Filipovich
Colleague at Sfm - The Work Comp ExpertsSt Paul, Minnesota, United States
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Rob Anfinsen
Colleague at Sfm - The Work Comp ExpertsGreater Minneapolis-St. Paul Area, United States
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Rick Spaulding
Colleague at Sfm - The Work Comp ExpertsGreater Milwaukee, United States
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Nick Schultz
Colleague at Sfm - The Work Comp ExpertsBurnsville, Minnesota, United States
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Jolene Bodelson
Colleague at Sfm - The Work Comp ExpertsBurnsville, Minnesota, United States
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Quick answers generated from the profile data available on this page.
Darin Egbert, Cfa works for SFM - The Work Comp Experts.
Darin Egbert, Cfa is listed as Vice President of Investments at SFM - The Work Comp Experts.
AeroLeads has found 1 work email signal at @allianzlife.com for Darin Egbert, Cfa at SFM - The Work Comp Experts.
Darin Egbert, Cfa is based in Greater Minneapolis-St. Paul Area, United States while working with SFM - The Work Comp Experts.
Darin Egbert, Cfa has worked for Sfm - The Work Comp Experts, Blue Cross And Blue Shield Of Minnesota, Allianz Life, and Janus Henderson Investors.
Darin Egbert, Cfa's colleagues at SFM - The Work Comp Experts include Angela Vaidich, Randi Helgesen, Pat Scott, Austyn Young, and Karthick Sfm.
You can use AeroLeads to view verified contact signals for Darin Egbert, Cfa at SFM - The Work Comp Experts, including work email, phone, and LinkedIn data when available.
Darin Egbert, Cfa holds Bachelor Of Business Administration - Bba, Banking And Financial Economics from University Of North Dakota.
Darin Egbert, Cfa is listed with skills including Asset Allocation, Investments, Mutual Funds, and Alternative Investments.
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