Senior Associate- Fixed Income Investments (Mostly remote)

Phyton Talent Advisors; New York (NY); Hybrid; USD 150,000 - 180,000; Full time

Job summary

Phyton Talent Advisors is seeking an experienced Senior Associate, Investments to join a global insurance asset management platform. You will partner with regional leadership on portfolio strategy, asset allocation, and transaction support.

This mostly remote role requires a few office days per month in Midtown Manhattan for meetings, collaborating with senior leaders to optimize regional investment portfolios and support M&A activity.

Qualifications

• 4+ years of experience in fixed income portfolio construction and asset allocation, working with outside managers

Responsibilities

• Oversee and optimize regional investment portfolios within a regulated insurance framework
• Support M&A activity through portfolio construction and yield analysis
• Develop strategic and tactical asset allocation recommendations
• Generate and evaluate new investment ideas across asset class
• Prepare materials for Investment Committees and Board-level discussions
• Monitor portfolio compliance with internal and regulatory constraints
• Oversee liquidity and cash deployment to minimize drag
• Support income forecasting, budgeting, and performance attribution

Skills

Fixed income

Asset allocation

M&A analysis

Portfolio construction

Regulatory awareness

Financial modeling

Tools

Excel

Bloomberg Terminal

PowerPoint

Job description

We’re seeking an experienced investment professional to join a global insurance asset management platform, working directly with regional investment leadership on portfolio strategy, asset allocation, and transaction support.

This role sits at the intersection of portfolio construction, capital markets, and M&A, with responsibility for shaping investment strategy across a multi-billion-dollar, multi-region platform

This is a mostly remote role, only a few days in office per month in midtown Manhattan for specific meetings

The Job

As a Senior Associate, Investments, you will partner closely with senior leadership to:

• Oversee and optimize regional investment portfolios within a regulated insurance framework
• Support M&A activity through portfolio construction and yield analysis
• Develop strategic and tactical asset allocation recommendations
• Generate and evaluate new investment ideas across asset class

What You’ll Do

• Analyze target portfolios in acquisition scenarios, including existing holdings and constraints
• Recommend portfolio repositioning strategies aligned with liability profiles
• Develop yield projections and investment assumptions to support deal pricing
• Partner cross-functionally to incorporate regulatory, tax, and structural considerations

Strategic Asset Allocation & ALM

• Develop and maintain strategic asset allocation frameworks
• Incorporate inputs from actuarial, treasury, capital planning, and market conditions
• Align portfolio construction with liability profiles and capital considerations
• Evaluate relative value across asset classes and investment strategies
• Assess market opportunities and propose strategic and tactical allocation shifts
• Develop investment proposals for internal committees and senior stakeholders
• Collaborate across functions (legal, tax, regulatory, actuarial, treasury) to implement strategies
• Manage relationships with external managers across fixed income and specialty asset classes
• Evaluate new managers, co-investments, and strategies
• Monitor performance and ensure alignment with portfolio objectives

Additional Responsibilities

• Prepare materials for Investment Committees and Board-level discussions
• Monitor portfolio compliance with internal and regulatory constraints
• Oversee liquidity and cash deployment to minimize drag
• Support income forecasting, budgeting, and performance attribution

Qualified candidates must have 4+ years of experience in fixed income portfolio construction and asset allocation, working with outside managers

Base salary 150k-180k DOE Plus competitive bonus/LTI and excellent benefits