Insurance Relationship Manager Analyst

PineBridge Investments•New York, NY

28d•$80,000 - $90,000•Hybrid

About The Position

The Insurance Relationship Manager Analyst is a client-facing role on the Insurance team within MetLife Investment Management’s Global Client Group. The analyst works with Insurance GCG members, investment professionals across Public Fixed Income, Private Fixed Income, Real Estate and Alternatives, and other stakeholders to provide proactive, focused service to insurance clients. The role supports senior relationship managers with client accounts, often coordinating client deliverables and initiatives internally and externally, and may provide primary relationship-management coverage for designated clients. The position is based in Whippany, New Jersey, with a hybrid work model.

Requirements

1–2 years of investment management industry experience.
Client service experience in the investment management industry, primarily serving large institutional clients; relevant experience in other areas may be considered.
Experience with equity, fixed-income and alternative investment strategies.
Proven ability to build and develop strong internal and external relationships.
Excellent presentation, writing and oral communication skills.
Strong analytical, problem-solving and coordination skills.
Strong team-player and active-listening skills.
Proficiency in Microsoft Word, Excel and PowerPoint.

Nice To Haves

Series 7 and 63 licenses.
Prior CRM database experience.

Responsibilities

Support lead relationship managers in managing high-touch insurance client relationships.
Serve as a day-to-day contact for client servicing needs and keep senior relationship managers, portfolio managers and other internal partners briefed as required.
Potentially serve as primary relationship-management coverage for designated clients.
Coordinate client servicing with internal teams, including account openings and delivery of reporting requirements.
Coordinate and participate in client and prospect meetings as appropriate.
Coordinate with investment teams, client service and other stakeholders to address client needs and requests promptly and proactively.
Build strong, effective and collaborative relationships with internal stakeholders, including investment teams and operations.
Maintain accurate and current records of activity in the CRM system.
Support new business and cross-selling with existing relationships.
Participate in team projects to improve internal procedures and processes in accordance with industry best practices.
Work with the broader Insurance Client Team, including Insurance Solutions and Business Development, on projects and event management as needed.