Multi-Sector Insurance Associate Portfolio Manager
Core
Implement insurance trades, manage portfolio cash balances, and monitor positions for compliance with client guidelines and investment strategies.
Role type
Associate Portfolio Manager (Insurance)
Builds
Client investment portfolios and cash management programs
Domain
Insurance asset management / Fixed Income / Global Markets
Required skills
Portfolio cash management, trade order generation, asset allocation monitoring, risk target adherence, account opening/closing, investment reporting, process automation, bespoke asset allocation analysis
Preferred skills
Fixed Income credit expertise, currency markets knowledge, global markets experience, coding/AI experience, data visualization tools
Technologies
Microsoft Excel
Responsibilities
Manage portfolio cash balances, monitor positions for compliance, generate purchase/sell orders, facilitate account openings/closings, prepare exposure reports, review guideline amendments, partner with technologists for process automation, support Portfolio Managers and Sales, perform impairment reviews, provide relative value recommendations
Seniority
Associate, execution-focused IC