Associate, Global Insurance Client Solutions

First Eagle Investments•New York, NY

4d•$110,000 - $140,000•Hybrid

About The Position

First Eagle is seeking an Associate/Assistant Vice President to support the Global Insurance team. This hire will enhance and support the team’s client growth and relationship management efforts by partnering with the Global Head of Insurance and broader team, to help manage and provide excellent service to their existing insurance client base as well as support the growth of the insurance business. The role also provides the foundation and skills necessary for potential future growth within the team. Ideally, we are looking for someone with existing insurance client/asset management expertise, either in a client-facing, investment or operations role. This hire will understand at a basic level the nuances of managing and interfacing with insurance clients.

Requirements

Undergraduate degree, preferably in finance, business, economics or related field
3-8 years of experience in the financial services industry, with a focus on insurance asset management/client management is a plus
Series 7 and 63 FINRA licenses required
Strategic and analytical thinker with a strong problem-solving orientation and attention to detail
Highly motivated, self-starting, entrepreneurial and resourceful–someone who “makes it happen” with a “can-do” attitude
A strong work ethic that accommodates last-minute projects and other urgent needs of the team that require non-standard work hours
Confident, credible communicator able to represent the firm/team effectively with senior insurance and investment professionals
A collegial and collaborative team player
Strong sense of personal accountability

Responsibilities

Partner with the Global Head of Insurance to assist in managing the existing insurance client relationships of the firm, including relationships with investment consultants tied to those clients, where appropriate
Understand the global insurance market; research and develop deep knowledge of insurance by company type (e.g. life, P&C), nature of relationship history, and client hot button issues
Understand First Eagle’s full range of investment capabilities to be able to engage directly with clients and prospects and be a driver of new business development activity in insurance both individually and supporting the head of the team.
Conduct thorough meeting preparation; research each client in advance of meetings; coordinate prep calls and prep memos with necessary Investment teams and other key internal teams; coordinate follow-ups necessary from meetings, where appropriate
Participate in team projects to enhance internal procedures in accordance with industry best practices
Contribute to the preparation of high-quality materials for internal and external stakeholders, including thought leadership focused on the insurance asset management space