Full-Time

Associate – Insurance Business Management and Client Service

Posted on 5/16/2025

Apollo Global

Apollo Global

1,001-5,000 employees

Global alternative asset management firm

Compensation Overview

$125k - $150k/yr

+ Bonus

Senior

New York, NY, USA

Category
Insurance
Finance & Banking
Required Skills
Financial analysis
JIRA
Requirements
  • Bachelor’s degree with an excellent academic record; MBA, CFA, or actuarial certification preferred.
  • 5 or more years of experience supporting the insurance asset management process either at a buy-side asset manager, top tier Insurance consultant, or a large insurer.
  • Resourceful with strong organizational, analytical, and quantitative skills.
  • Demonstrated knowledge of insurance portfolios and needs of insurance clients.
  • Self-starter with a strong work ethic, genuine willingness to learn, and passion for development.
  • Ability to work and communicate with a wide variety of internal and external constituents.
  • Strong skills in PowerPoint, Excel, project management, and follow-through. Working knowledge of BlackRock’s Aladdin system is a plus.
  • Excellent writing, presentation, and interpersonal skills; strong team player with an entrepreneurial predisposition.
  • Experience with multi-currency investing, portfolio accounting, and performance measurement; studies in Actuarial Science, Applied Statistics, Financial Analysis, Insurance, Economics, Mathematics, or related quantitative disciplines a plus.
Responsibilities
  • Administer the client onboarding process.
  • Support Senior Client Service team members in fielding all client portfolio-related requests by providing support and ensuring timely delivery of responses.
  • Ensure fulfillment of all client reporting needs, including preparation of recurring and ad hoc presentation materials.
  • Conduct broad relationship tracking and monitoring for all third-party insurance clients.
  • Maintain Jira system for tracking all client requests and subsequent interactions.
  • Maintain close communication with middle-office operations and other business verticals (e.g. Portfolio Management, Sales, Legal, Finance, Risk).
  • Provide support for new and existing products, RFPs, due diligence requests and IMA negotiations.
  • Work with internal teams and subject matter experts to document and update standard operating procedures for Client Service.
  • Partner with the front office on the creation and evolution of dashboards and reports.
  • Serve as right hand to business unit leader.
  • Assist in the implementation of long-term business plans and operating model enhancements.
  • Coordinate key activities and business management matters for existing and new business.
  • Partner closely with cross-organizational support function teams around business support, metrics, budgeting, forecasting, and expense management.
  • Assist with data integrity initiatives across all business functions.
  • Assist with new process and systems design and support implementation to improve control, scalability, and efficiency.
  • Emphasize cooperation with operations and information technology for process and system enhancements.
  • Support ad hoc projects and proactively identify opportunities for improvement.
Desired Qualifications
  • MBA, CFA, or actuarial certification preferred.
  • Working knowledge of BlackRock’s Aladdin system is a plus.
  • Experience with multi-currency investing, portfolio accounting, and performance measurement; studies in Actuarial Science, Applied Statistics, Financial Analysis, Insurance, Economics, Mathematics, or related quantitative disciplines a plus.

Apollo Global is an alternative asset manager that focuses on providing clients with investment opportunities across a wide range of risk levels, from investment-grade credit to private equity. Their asset management services aim to deliver excess returns by leveraging their extensive investing experience and integrated platform. Additionally, through their retirement services business, Athene, Apollo offers various retirement savings products to help clients secure their financial future. What sets Apollo apart from its competitors is their patient and creative investment approach, which seeks to align the interests of clients, businesses, employees, and communities. The company's goal is to expand opportunities and achieve positive financial outcomes for all stakeholders involved.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

1990

Simplify Jobs

Simplify's Take

What believers are saying

  • Steve Portman's appointment may boost Apollo's energy division and market position.
  • Apollo's tokenized credit funds on Solana could attract blockchain-focused investors.
  • Autodoc's planned IPO may yield significant returns for Apollo.

What critics are saying

  • Energy sector competition may reduce profit margins for Apollo.
  • Fluctuating energy prices could challenge Apollo's sustainable investment goals.
  • Credit market downturns may impact Apollo's private credit trading strategy.

What makes Apollo Global unique

  • Apollo's Sustainable Investing Platform targets $100 billion in clean energy by 2030.
  • Apollo partners with banks to enhance liquidity in private credit markets.
  • Apollo's strategic investments in diverse sectors like automotive and energy drive growth.

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Benefits

Performance Bonus

Company News

Global Reinsurance
Jun 19th, 2025
Apollo appoints Portman to lead energy division and drive growth

Lloyd's insurance firm and syndicate manager Apollo has named Steve Portman as head of energy, with effect from June 2025, as the firm looks to strengthen its energy portfolio and market position.

ImpactAlpha
Jun 17th, 2025
Ownership, collinearity and KPIs: Apollo's Impact strategy turns five

Apollo in 2022 launched its Sustainable Investing Platform, a cross-asset class strategy that has pledged to invest $100 billion for clean energy and sustainable investments by 2030, and $50 billion by 2027.

Access News Wire
Jun 16th, 2025
ALKEME Announces Strategic Investment Led by Top-Tier Investors GCP Capital Partners and Apollo S3

ACCESS Newswire is the leading global press release distribution service. Tell your story and reach millions of journalists. Contact us today to get started.

PR Newswire
Jun 10th, 2025
T.D. Williamson Announces Strategic Investment from Apollo Funds

/PRNewswire/ -- T.D. Williamson ("TDW"), a global leader in pipeline infrastructure technology and services, announced today a strategic investment from funds...

VC News Daily
Jun 10th, 2025
Octaura Secures $46.5M

NEW YORK, NY, Octaura Holdings announced it has raised $46.5 million in an oversubscribed round of funding.

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