Bachelor’s degree with 3-5 years of industry-related experience.
Experience in Fixed Income credit, currency, or global markets preferred.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel; coding and AI experience is a plus.
Exceptional attention to detail and decision-making ability under pressure.
Motivated self-starter with a passion for process improvement and technology.
Effective communication skills and a team-oriented mindset.
Responsibilities
Manage portfolio cash balances in line with investment strategy.
Monitor portfolio positions and ensure compliance with client guidelines.
Recommend trades to rebalance portfolios based on target deviations.
Generate orders to manage client cash flows and FX rebalances.
Facilitate account openings/closings and address client requests.
Assist in preparing investment and portfolio exposure reports.
Identify opportunities to automate processes for operational efficiency.
Benefits
Collaborative work environment with cross-departmental interaction.
Opportunities for professional development and process improvement.
Engagement with cutting-edge technology and data visualization tools.
Exposure to diverse financial markets and asset management strategies.
Full Job Description
Who You’ll Work With: AllianceBernstein is seeking a Multi-Sector Insurance Associate Portfolio Manager (APM), reporting to the Manager of Multi-Sector Insurance Portfolio Management Group (PMG). As part of the Portfolio Management Group organization, Multi-Sector Insurance APMs partner directly with Portfolio Management and Trading as well as other areas of the firm including Sales, Operations, Technology, and more.
What You’ll Do: An APM must ensure accurate and efficient implementation of Insurance trades. Specific responsibilities include:
Managing portfolio cash balances and ensuring cash balances are consistent with portfolio guidelines and current investment strategy.
Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
Highlighting deviations from targets and recommending trades to rebalance portfolios.
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
Assisting with preparation of investment and portfolio exposure reports.
Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.
Partner with Insurance Ops in portfolio transfers and determine actionable cash balance.
Build and maintain investment program trackers and report-out presentations.
Serve as Clients’ first go-to on asset class related inquiries and provide impairment review support.
Perform bespoke analysis on asset allocation and provide insurance specific relative value recommendations.
What We’re Looking For:
Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks.
A bachelor’s degree with three to five years of industry-related experience.
Experience with Fixed Income credit, currency and/or global markets is preferred.
Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
Strong interest/experience in financial markets, notably insurance asset management.
Excellent problem-solving and analytical skills.
Effective communication skills paired with a strong desire to work in a team-oriented organization.
Exceptional understanding of risk management and overall control environment.
Proficiency in Microsoft Excel.
Strong soft skills such as adaptability and creativity.
Coding and AI experience or use of data visualization tools is beneficial.
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Nashville, TennesseeLondon, UK
About AllianceBernstein Holding LP
AllianceBernstein Holding L.P. is a global asset management firm that provides investment management and research services to institutional, high-net-worth and retail investors. The company offers a range of investment products and services, including mutual funds, hedge funds, separately managed accounts, and private equity funds. AllianceBernstein has a presence in over 20 countries and manages assets worth over $600 billion. The company is committed to delivering superior investment performance and providing innovative solutions to its clients.
