Senior Associate, Insurance

Alexander Chapman; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Alexander Chapman, a global insurance group, seeks two investment professionals in New York—one senior in Fixed Income and one in Alternative Investments. You will shape asset allocation, portfolio construction, and investment strategy within insurance portfolios, collaborating with senior teams across the organization.

The roles emphasize specialist expertise, manager selection, and ongoing oversight to optimize risk-adjusted returns while balancing liquidity and regulatory considerations.

Responsibilities

• Develop and optimize asset allocations across insurance portfolios.
• Coordinate portfolio construction for M&A with risk, liquidity and regulatory constraints.
• Identify investment opportunities and create strategies to improve risk-adjusted returns.
• Provide specialist insight in Fixed Income or Alternative Investments.
• Perform due diligence on external managers and monitor allocations.

Skills

Fixed Income

Alternative Investments

Portfolio Construction

M&A Analysis

Manager Due Diligence

Job description

I am working with a global insurance group who are looking for two investment professionals to join their team in New York - one focused on Fixed Income and one focused on Alternative Investments.

Responsibilities

• Asset Allocation & Portfolio Construction: Develop and optimize strategic asset allocations across insurance portfolios, incorporating liability profiles, capital requirements, cash flows, market conditions, and relative value across asset classes.
• Portfolio Construction for M&A: Partner with the M&A team on acquisition opportunities by assessing existing investment portfolios, evaluating repositioning opportunities, and constructing portfolios that balance yield, risk, liquidity, regulatory, and cedant constraints.
• Investment Strategy & Idea Generation: Identify market opportunities and develop investment strategies designed to enhance risk-adjusted returns and/or reduce portfolio volatility, working closely with senior investment professionals and cross-functional teams.
• Specialist Investment Expertise: Bring deep expertise in either Fixed Income or Alternative Investments, including evaluating asset classes, external managers, portfolio optimization, and the use of investment strategies that complement existing portfolios.
• Manager Selection & Portfolio Oversight: Conduct due diligence and ongoing assessment of external investment managers, while monitoring portfolio positioning and making recommendations on allocation, manager selection, and portfolio repositioning.