Insurance Relationship Manager Analyst

pinebridge; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

PineBridge, based in Whippany, NJ, is seeking an Analyst for Insurance Relationship Management within the Institutional Client Group. This role supports senior relationship managers, coordinates client service, and collaborates with investment teams to deliver proactive client service for insurance clients.

The role involves coordinating account openings, reporting, and cross-functional interaction with various internal teams, while maintaining strong client relationships and CRM records.

Qualifications

• 1–2 years investment management experience with large institutional clients.
• Experience with equity, fixed income, and alternatives.
• Strong communication, presentation, and writing skills.

Responsibilities

• Support lead relationship managers in managing insurance client relationships.
• Coordinate servicing needs and brief senior stakeholders.
• Serve as primary coverage for designated clients when needed.
• Coordinate account openings and reporting deliverables.
• Participate in client and prospect meetings.
• Maintain CRM records and collaborate with investment teams.

Skills

Client service

CRM experience

Communication skills

Analytical skills

Cross-functional collaboration

Education

Series 7 & 63 licenses

Tools

Microsoft Word

Excel

PowerPoint

Job description

Analyst, Insurance Relationship Manager, Institutional Client Group - PineBridge Investments, A MetLife Investment Management company.

MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025. MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities - forming a top-tier global investment platform.

Together, we have more than $700 billion in assets under management as of March 2026 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.

What sets us apart isn't just the breadth of our platform and capabilities - it's how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client's perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in Whippany, NJ with the expectation of a hybrid work model.

Institutional Client Group:

The Global Client Group (GCG) is responsible for driving the firm's strategy and business development efforts with institutional investors and consultants, globally. The Insurance team, part of MetLife Investment Management's (MIM's) Global Client Group, oversees $126 billion in assets under management across over 150 insurance clients invested across MIM's platform in public and private assets, which represents 39% of MIM's unaffiliated client AUM.

The Role:

The Insurance Relationship Manager analyst will be a client facing role, working with Insurance GCG members, investment professionals across Public Fixed Income, Private Fixed Income Real Estate, Alternatives, and other key stakeholders such as MIM's Insurance Asset Management team to provide proactive, focused client service to insurance clients. The Insurance Relationship Manager analyst will support senior relationship managers on client accounts, often quarterbacking client deliverables and initiatives internally and externally.

Key Relationships:

Reports to: Senior Relationship Manager, Managing Director - Insurance

Direct reports/team: None

Key Stakeholders: Global Co-Heads of Insurance, Insurance Relationship Managers, investment and functional support teams across MIM

Primary Responsibilities:

• Support lead relationship managers on the management of insurance client relationships, which are high-touch clients given the complexity of their business.
• Day-to-day contact to facilitate clients' servicing needs; while ensuring Senior Relationship Managers, Portfolio Managers and other internal partners are briefed as required.
• The successful candidate may also serve as primary relationship management coverage for designated clients.
• Analyst will coordinate servicing needs with internal constituencies; including the coordination of account opening and delivering on reporting requirements.
• Coordinating and participating as appropriate in client and prospect meetings.
• Effective quarterbacking and delivering value - c oordinate with investment teams, client service and other stakeholders to ensure clients' needs are being met, requests are being addressed on a timely basis, and the team is thinking and acting proactively.
• Develop strong, effective, and collaborative relationships with key internal stakeholders including investment teams and operations
• Maintain an accurate and current record of all activity in CRM
• Support new business and cross selling with existing relationships
• Participate in team projects to enhance internal procedures and processes are in accordance with industry best practices.
• Work with broader Insurance Client Team, including Insurance Solutions and Business Development on projects and event management on an as-needed basis.

Qualifications:

• 1-2 years investment management industry experience required. Client service experience within the investment management industry with primary focus on servicing the needs of large institutional clients; will consider relevant experience in other areas.
• Experience with equity, fixed income strategies and alternatives strategies.
• Series 7 and 63 licenses would be an advantage
• A proven ability to build and develop strong internal and external relationships
• Highly motivated team player with excellent presentation, writing and oral communication skills
• Creative, enthusiastic, self-starter
• Strong analytical and problem solving, coordination skills
• Strong team player and active listening skills
• Proficient in Microsoft Word, Excel, PowerPoint
• Prior CRM database experience a plus

About PineBridge

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