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
