Account Manager - Insurance
Core
Building and developing client relationships, monitoring portfolios, communicating strategies, and educating clients about investment strategies and products for a global fixed income firm.
Role type
Senior Account Manager (Fixed Income/Asset Management)
Builds
Client portfolios and strategic investment partnerships
Domain
Fixed Income, Credit, and Capital Markets
Deliverable
client delivery
Required skills
Portfolio monitoring, strategy communication, performance attribution, investment objective development, client education, macroeconomic analysis
Preferred skills
CFA designation, European market experience, advanced quantitative/analytical background
Technologies
Investment management platforms, portfolio tracking systems
Responsibilities
Monitor client portfolios and communicate investment strategies, Provide performance attribution and market/macro updates, Develop and outline firm outlook and strategy, Educate clients on investment products and services, Contribute to firm-wide investment strategy development, Build and maintain strategic client partnerships
Seniority
Senior, experienced IC