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 portfolios and investment programs
Domain
Insurance asset management / Fixed Income / Global Markets
Required skills
Portfolio cash management, trade order generation, compliance monitoring, asset allocation analysis, risk control, process automation, bespoke analysis, Microsoft Excel proficiency
Preferred skills
Fixed Income credit experience, currency markets experience, global markets experience, coding, AI, data visualization tools
Responsibilities
Manage portfolio cash balances, monitor portfolio positions and trade orders, generate purchase or sell orders, facilitate account openings/closings, prepare investment reports, review guideline amendments, partner with technologists to automate processes, provide impairment review support, perform relative value recommendations
Seniority
Associate, hands-on IC