Senior Associate- Fixed Income Investments (Mostly remote)

Job Description

We’re seeking an experienced investment professional to join a global insurance asset management platform, working directly with regional investment leadership on portfolio strategy, asset allocation, and transaction support.

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This role sits at the intersection of portfolio construction, capital markets, and M&A, with responsibility for shaping investment strategy across a multi-billion-dollar, multi-region platform

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This is a mostly remote role, only a few days in office per month in midtown Manhattan for specific meetings

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The Job

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As a Senior Associate, Investments, you will partner closely with senior leadership to:

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• Oversee and optimize regional investment portfolios within a regulated insurance framework
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• Support M&A activity through portfolio construction and yield analysis
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• Develop strategic and tactical asset allocation recommendations
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• Generate and evaluate new investment ideas across asset class
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What You’ll Do

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Portfolio Construction & M&A Support

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• Analyze target portfolios in acquisition scenarios, including existing holdings and constraints
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• Recommend portfolio repositioning strategies aligned with liability profiles
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• Develop yield projections and investment assumptions to support deal pricing
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• Partner cross-functionally to incorporate regulatory, tax, and structural considerations
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Strategic Asset Allocation & ALM

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• Develop and maintain strategic asset allocation frameworks
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• Incorporate inputs from actuarial, treasury, capital planning, and market conditions
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• Align portfolio construction with liability profiles and capital considerations
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• Evaluate relative value across asset classes and investment strategies
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Investment Strategy & Idea Generation

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• Assess market opportunities and propose strategic and tactical allocation shifts
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• Develop investment proposals for internal committees and senior stakeholders
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• Collaborate across functions (legal, tax, regulatory, actuarial, treasury) to implement strategies
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Manager Oversight & Due Diligence

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• Manage relationships with external managers across fixed income and specialty asset classes
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• Evaluate new managers, co-investments, and strategies
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• Monitor performance and ensure alignment with portfolio objectives
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Additional Responsibilities

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• Prepare materials for Investment Committees and Board-level discussions
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• Monitor portfolio compliance with internal and regulatory constraints
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• Oversee liquidity and cash deployment to minimize drag
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• Support income forecasting, budgeting, and performance attribution
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Qualified candidates must have 4+ years of experience in fixed income portfolio construction and asset allocation, working with outside managers

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Base salary 150k-180k DOE Plus competitive bonus/LTI and excellent benefits

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