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AllianceBernstein

Investment management and research for institutions

Multi-Sector Insurance Associate Portfolio Manager

Asset ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • Candidates must have outstanding attention to detail and be able to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks.
  • A bachelor's degree and three to five years of industry-related experience are required.
  • Candidates must be motivated self-starters with an interest in process improvement and leveraging technology to solve complex business problems.
  • Candidates must have a strong interest or experience in financial markets, particularly insurance asset management.
  • Candidates must have strong problem-solving and analytical skills.
  • Candidates must have effective communication skills and a strong desire to work in a team-oriented organization.
  • Candidates must have an exceptional understanding of risk management and the overall control environment.
  • Candidates must be proficient in Microsoft Excel.
  • Candidates must demonstrate adaptability and creativity.

Responsibilities

  • Ensure accurate and efficient implementation of insurance trades.
  • Manage portfolio cash balances and ensure they are consistent with portfolio guidelines and current investment strategy.
  • Monitor portfolio positions, trade orders, and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
  • Highlight deviations from targets and recommend trades to rebalance portfolios.
  • Generate purchase or sell orders to manage client cash flows, foreign exchange rebalances, and active investments.
  • Facilitate account openings and closings, and liaise with Sales and Portfolio Management to address ad hoc client requests.
  • Assist with preparing investment and portfolio exposure reports.
  • Review proposed guideline amendments, custodial changes, and other activities that may impact accounts.
  • Identify opportunities and partner with technologists to re-engineer and automate processes to increase operational efficiency, improve client service, and enhance risk controls.
  • Provide support to Portfolio Managers, Sales, Trading, and Operations to deliver against client requirements.
  • Partner with Insurance Operations on portfolio transfers and determine actionable cash balances.
  • Build and maintain investment program trackers and report-out presentations.
  • Serve as clients’ first point of contact for asset-class-related inquiries and provide impairment review support.
  • Perform bespoke analysis on asset allocation and provide insurance-specific relative value recommendations.

Desired Qualifications

  • Experience with fixed-income credit, currency, and/or global markets is preferred.
  • Coding and artificial intelligence experience or use of data visualization tools is beneficial.

About the Company

AllianceBernstein

Investment management and research for institutions

AllianceBernstein provides investment management and research services for individuals, financial advisors, and institutional clients such as pension funds and endowments. It manages assets and offers investment advice, using its global research capabilities to build tailored strategies across asset classes and regions. Revenue comes from management fees and performance-based fees tied to investment results. The company distinguishes itself through its combination of deep research, global reach, and customized solutions, serving a diverse client base and emphasizing collaborative culture and sustainability. Its goal is to help clients navigate change and achieve long-term value by integrating responsible practices into its investment approach.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Nashville, TN
Founded
1967

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