Analyst - ALM Asset Management

1823 Partners • New York, NY

5d

About The Position

We are seeking an Analyst, Asset Allocation & ALM, to join our team in New York. Reporting to the Senior Associate, this role will support the day-to-day portfolio management of multi-asset class insurance portfolios. You will play a key role in conducting both qualitative and quantitative analysis on existing holdings and potential investments, collaborating across teams to ensure smooth execution and reporting, and contributing to the structuring of new investment and liability opportunities.
In this dynamic role, you'll monitor critical risk metrics, assist in the development of investment presentations and proposals, and work closely with risk, trading, compliance, and operations teams to ensure that our portfolios are well-aligned with regulatory frameworks and liability profiles.

Requirements

• Bachelor's degree in finance, economics, mathematics, accounting or related field preferred
• 1-3 years of experience in asset management, banking, or insurance (direct experience in insurance asset management a plus
• Advanced excel skills
• Strong analytical, financial modeling and quantitative skills
• Team oriented with strong communication skills and ability to multi-task
• Proactive, takes initiative, entrepreneurial mindset

Nice To Haves

• direct experience in insurance asset management a plus

Responsibilities

• Support day-to-day portfolio management across multi-asset class insurance portfolios within general account and reinsurance portfolios based in US and Bermuda
• Analyze and monitor strategic and tactical asset allocation across portfolios to ensure alignment with investment objectives, risk appetite, and liability profiles
• Optimize in-force asset allocations and ALM, and support the development of proposed portfolio actions or rebalancing recommendations
• Perform portfolio analytics, data validation, and scenario analysis to assess market and interest rate impacts
• Monitor portfolio risk metrics including liquidity, concentration, credit and interest rate risk
• Collaborate with risk, trading, compliance, and operations teams to ensure accurate execution and reporting
• Support structuring new investments to fit regulatory frameworks and liability profiles
• Support pricing of new liabilities, including existing retail products and new institutional products
• Provide support for actuarial deliverables (data validation, reinvestment assumptions, capital optimization)
• Gain understanding of insurance regulatory frameworks (US & Bermuda)
• Prepare investment presentations, proposals, and reports to senior leadership and external clients

Benefits

• Opportunity to work with a high-performing, collaborative team at the intersection of finance, strategy, and investment.
• Exposure to sophisticated investment structures and institutional capital partners.
• A culture that values integrity, partnership, and long-term thinking.
• Competitive compensation and benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level