Investment Strategist

Investor Strides LLC; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

A leading investment management firm seeks an Investment Strategist to support portfolio managers and develop innovative investment solutions for global insurance clients. Ideal candidates will have a strong background in insurance asset allocation, capital markets, and excellent analytical skills. This role offers a competitive salary and comprehensive benefits in a collaborative environment.

Benefits

Health insurance

Wellness programs

Retirement savings plans

Qualifications

• Experience in insurance asset allocation, investment analysis, or related field.
• Strong passion for capital markets and solving complex problems.
• Client-focused with developed relationships.

Responsibilities

• Support Portfolio Managers in holistic portfolio strategy and investment solutions.
• Enhance and streamline the cross-sector optimization process.
• Conduct analysis for thought leadership pieces.

Skills

Python

R

Excel

Power BI

Education

Bachelor’s degree

MBA and/or CFA/FSA

Job description

Job Listing Summary

Investment Strategist at AllianceBernstein LP

Location: New York, New York

Date Posted: May 22, 2025

Employment Type: Full-Time

Key Responsibilities

• Support Portfolio Managers in holistic portfolio strategy and investment solutions for global insurance clients.
• Enhance and streamline the cross-sector optimization process.
• Maintain and innovate the relative value framework and tools.
• Develop and maintain tools to track and analyze insurance client portfolio strategies.
• Conduct analysis for thought leadership pieces.
• Support in developing liability-driven investment solutions for insurance clients.
• Provide detailed analysis and recommendations to meet client objectives.
• Assist portfolio managers with ad hoc client requests, including market commentaries and portfolio strategies.

Required Experience

• Experience in insurance asset allocation, investment analysis, or related field within asset management, insurance, investment banking, or consulting.
• Basic understanding of US and global capital markets, public and private fixed income instruments, insurance regulations, and investment accounting.
• Strong passion for capital markets and solving complex problems.
• Client-focused with a history of developing relationships with clients.

Qualifications

• High level of technical skills (Python, R, Excel, Power BI).
• Understanding of insurance company regulations and risk management frameworks.
• Strong oral and written communication skills.
• Excellent time and project management skills.
• Bachelor’s degree; MBA and/or CFA/FSA is a plus.

Compensation

Base Salary Range: $125,000 to $150,000, with additional benefits including health insurance, wellness programs, and retirement savings plans.

Company Overview

AllianceBernstein is a leading global investment management firm with over 4,000 employees across 57 locations. The firm emphasizes an inclusive culture that rewards hard work and fosters intellectual curiosity and collaboration.