Multi-Sector Insurance Associate Portfolio Manager

AllianceBernstein; Greater London; On-site; GBP 85,000 - 120,000; Full time

Job summary

AllianceBernstein seeks a Multi-Sector Insurance Associate Portfolio Manager (APM) to support insurance portfolio management. The role involves ensuring accurate trade implementation, monitoring cash balances, and coordinating with Portfolio Management, Trading, Sales, Operations, and Technology to meet client objectives.

You will analyze asset allocation, identify deviations, and participate in process improvements to enhance efficiency and risk controls within a fast-paced team environment.

Qualifications

• Bachelor’s degree with 3–5 years of industry experience.
• Experience with Fixed Income, currency and/or global markets is preferred.
• Strong analytical and problem-solving abilities; comfort with technology-driven processes.

Responsibilities

• Implement insurance trades accurately and efficiently.
• Monitor portfolio cash balances and adherence to guidelines.
• Provide updates on risk targets and rebalance recommendations.
• Prepare investment and portfolio exposure reports.
• Support portfolio managers and operations to meet client requirements.
• Identify process improvements with technologists to enhance efficiency and controls.

Skills

Attention to detail

Analytical thinking

Communication

Risk management

Team collaboration

Problem solving

Adaptability

Creativity

Time management

Coding/AI awareness

Education

Bachelor’s degree

Tools

Excel

Data visualization tools

AI/Data tools

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.

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you’re ready to challenge your limits and empower your career, join us!

All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

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