Quantitative Investment Strategist

Who You’ll Work With:

AllianceBernstein’s Insurance team is seeking an Investment Strategist, reporting to the Head of Allocation and Strategy. This person will support the Portfolio Managers in the Allocation and Strategy team on holistic portfolio strategy, cutting-edge investment solutions, and capital-adjusted relative value frameworks tailored for AllianceBernstein’s global insurance clients.

The candidate will also work closely with  members of the Insurance Portfolio Management team, and Insurance Client Advisors  to best achieve client objectives. Additionally, the candidate will partner with investment professionals dedicated to both public and private asset classes in designing tailored insurance solutions for our clients. This role enables an individual to experience all aspects of the asset management business. The candidate must work well in a team-based environment and will be part of the broader AB Insurance team.

What You’ll Do:

The Allocation and Strategy team serves as the key investment point of contact for AB Insurance clients and advisors, owns tactical asset allocation and thematic positioning for all insurance portfolios, and is responsible for overall portfolio performance versus client objectives and risk levels as well creating bespoke investment solutions. A successful candidate will:

• Aid in enhancing and streamlining the cross-sector optimization process.

• Take ownership of the relative value framework, which includes the maintenance and innovation of relative value tools, as well as leading meetings where the portfolio management team discusses and debates cross-sector relative value.

• Develop and maintain tools to track and analyze insurance client portfolio strategies.

• Assist in conducting analysis for thought leadership pieces.

• Support in developing and analyzing liability-driven investment solutions for insurance clients. Provide detailed analysis and recommendations to meet client objectives.

• Support portfolio managers in ad hoc client requests, including commentaries on markets, portfolio strategies, and risk exposures.

What We’re Looking For:

• Experience in insurance asset allocation, investment analysis, or a related field within an asset management firm, insurance company, investment bank, or consulting firm.

• 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

• High level of technical skills; (Python, R, Excel, Power BI)

• Understanding of insurance company regulations across various regimes; statutory and GAAP insurance investment accounting, and risk management framework

• Client focused with history of developing relationships with new and existing clients 

• Ability and willingness to design, implement, and utilize systematic quantitative tools

• Strong oral and written communication skills

• Excellent time and project management skills

• Detail-oriented, service-oriented and self-directed

• Team-orientation is vital.  AB emphasizes it’s striving, yet collegial culture as a cornerstone to its successful track record

• Bachelor’s degree. MBA and/or CFA/FSA a plus

Who We Are:

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! 

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $125,000 to $150,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria