Insurance Associate Portfolio Manager

AllianceBernstein

. Manage portfolio cash balances in accordance with portfolio guidelines and investment strategy .

Posted 9/29/2026full-timeNashville • Tennessee • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing portfolio cash balances, compliance monitoring, and risk management within financial markets, particularly in insurance asset management. Proficient in generating investment reports and leveraging technology for process improvement.

Highest-signal resume keywords

Portfolio ManagementRisk ManagementFinancial Markets ExperienceMicrosoft Excel ProficiencyAnalytical Problem-Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio Cash ManagementAsset Allocation AnalysisTrade Order GenerationInvestment ReportingCompliance Monitoring

Soft Skills

Effective CommunicationTeam CollaborationAttention to DetailLogical ThinkingMotivated Self-Starter

Tools & Technologies

Data Visualization ToolsCoding ExperienceAI Experience

Industry Keywords

Fixed IncomeGlobal MarketsInsurance Asset ManagementClient GuidelinesProcess Improvement

About the role

Key responsibilities & impact

Manage portfolio cash balances in accordance with portfolio guidelines and investment strategy
Monitor portfolio positions, trade orders and analytics for compliance with client guidelines and asset allocation, duration and risk targets
Highlight deviations from targets and recommend rebalancing trades
Generate purchase and sell orders for client cash flows, FX rebalances and active investments
Facilitate account openings and closings and address ad-hoc client requests
Prepare investment and portfolio exposure reports
Review guideline amendments, custodial changes and other account-impacting activities
Identify opportunities to re-engineer and automate processes with technologists
Support Portfolio Managers, Sales, Trading and Operations in delivering client requirements
Partner with Insurance Operations on portfolio transfers and actionable cash balances
Build and maintain investment program trackers and report-out presentations
Serve as clients’ first point of contact for asset-class inquiries and support impairment reviews
Perform bespoke asset-allocation analysis and provide insurance-specific relative-value recommendations

Requirements

What you’ll need

Bachelor’s degree
Three to five years of industry-related experience
Experience with Fixed Income credit, currency and/or global markets is preferred
Strong interest/experience in financial markets, notably insurance asset management
Excellent problem-solving and analytical skills
Effective communication skills and ability to work in a team-oriented organization
Exceptional understanding of risk management and overall control environment
Proficiency in Microsoft Excel
Strong attention to detail and ability to think logically and make sound decisions in a fast-paced environment
Motivated self-starter with interest in process improvement and leveraging technology
Coding and AI experience or use of data visualization tools is beneficial

Benefits

Comp & perks

Inclusive culture that rewards hard work
Career development and opportunities to challenge limits and empower your career
Collaboration with global teams and exposure to diverse investment services