Multi-Sector Insurance Associate Portfolio Manager

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech
The Role
Manages insurance investment portfolios by monitoring cash, positions, trade orders, asset allocation, duration, risk targets, and client guidelines. Recommends rebalancing trades, supports account changes and portfolio transfers, prepares reports, addresses client requests, and provides insurance-specific analysis. The role also improves processes through automation, partners with technology teams, and supports portfolio managers, sales, trading, and operations.
Summary Generated by Built In

Who You’ll Work With:
AllianceBernstein is seeking a Multi-Sector Insurance Associate Portfolio Manager (APM), reporting to the Manager of Multi-Sector Insurance Portfolio Management Group (PMG).  As part of the Portfolio Management Group organization, Multi-Sector Insurance APMs partner directly with Portfolio Management and Trading as well as other areas of the firm including Sales, Operations, Technology, and more.

What You’ll Do:
An APM must ensure accurate and efficient implementation of Insurance trades. Specific responsibilities include:

  • Managing portfolio cash balances and ensuring cash balances are consistent with portfolio guidelines and current investment strategy.
  • Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
  • Highlighting deviations from targets and recommending trades to rebalance portfolios.
  • Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
  • Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
  • Assisting with preparation of investment and portfolio exposure reports.
  • Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
  • Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
  • Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.
  • Partner with Insurance Ops in portfolio transfers and determine actionable cash balance.
  • Build and maintain investment program trackers and report-out presentations.
  • Serve as Clients’ first go-to on asset class related inquiries and provide impairment review support.
  • Perform bespoke analysis on asset allocation and provide insurance specific relative value recommendations.

What We’re Looking For:

  • Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks.
  • A bachelor’s degree with three to five years of industry-related experience.
  • Experience with Fixed Income credit, currency and/or global markets is preferred.
  • Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
  • Strong interest/experience in financial markets, notably insurance asset management.
  • Excellent problem-solving and analytical skills.
  • Effective communication skills paired with a strong desire to work in a team-oriented organization.
  • Exceptional understanding of risk management and overall control environment.
  • Proficiency in Microsoft Excel.
  • Strong soft skills such as adaptability and creativity.
  • Coding and AI experience or use of data visualization tools is beneficial.


About AB
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!

All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.


#LI-Oniste

#LI-SS1

Nashville, TennesseeLondon, UK

Skills Required

  • Bachelor's degree
  • Three to five years of industry-related experience
  • Outstanding attention to detail and logical decision-making ability
  • Strong financial markets interest or experience, particularly insurance asset management
  • Excellent problem-solving and analytical skills
  • Effective communication and teamwork skills
  • Understanding of risk management and control environments
  • Proficiency in Microsoft Excel
  • Adaptability and creativity
  • Fixed income credit, currency, or global markets experience
  • Coding and artificial intelligence experience or data visualization tool experience

AllianceBernstein Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.

  • Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
  • Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
  • Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.

AllianceBernstein Insights

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The Company
HQ: Nashville, NY
4,847 Employees
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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