Save Job Back to Search Job Description Summary Similar JobsSenior role influencing portfolio strategy and M&A pricingBroad asset class exposure in a global insurance platformAbout Our ClientInvestment organization.Job DescriptionTransaction & Portfolio AnalysisPartner with corporate development stakeholders to analyse portfolios associated with potential transactionsAssess liability-driven cash flow profiles alongside regulatory and contractual constraintsReview existing asset positioning and propose optimisation approachesProduce expected return and yield analysis to support internal decision makingAsset Allocation & Balance Sheet ManagementDesign and maintain long-term asset allocation frameworks for established portfoliosEvaluate inputs from across the business, including balance sheet composition, cash forecasts, liability characteristics and market conditionsSupport asset-liability considerations within a regulated insurance structureInvestment Ideas & Strategy DevelopmentIdentify new strategic and tactical investment opportunities across market cyclesTranslate market views into clear, well-supported investment recommendationsPrepare materials for review by regional and group-level governance forumsWork closely with colleagues across finance, actuarial, capital, tax, legal and treasury teamsManager Oversight & Due DiligenceOversee relationships with external investment managers across traditional and alternative asset classesConduct initial and ongoing due diligence on managers, strategies and co-investment opportunitiesMonitor performance, risk alignment and mandate adherenceAdditional scopeDevelop presentation materials for senior management, boards and investment committeesMonitor adherence to internal guidelines and external regulatory limitsSupport liquidity management and efficient deployment of excess cashContribute to net investment income forecasting and performance attribution in partnership with FP&AProvide flexible support across the investment function as business needs evolveMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.The Successful ApplicantBackground & experience8+ years' experience within insurance asset management or a closely related investment environmentStrong foundation in portfolio management, asset allocation and capital marketsExperience working with either external asset managers or internal portfolio teamsBachelor's degree required; postgraduate qualifications in a quantitative or finance-related discipline preferredProfessional investment credentials (e.g. CFA) strongly preferred8Technical understandingExposure to a wide range of asset classes across public and private marketsFamiliarity with insurance capital considerations and regulated investment frameworksComfortable working with market data platforms and large datasets+Skills & personal attributesHighly analytical with strong quantitative capabilityConfident communicator able to engage senior stakeholdersClear, concise written communication for investment proposals and internal documentationStrong organisational skills with the ability to manage competing prioritiesAdvanced Excel and PowerPoint skills essentialCollaborative approach with the confidence to challenge constructivelyExperience with data or programming tools (e.g. SQL, VBA, Python, Power BI) is advantageousWhat's on Offer$185,000 - $200,000 base salary.ContactLauren VanManenQuote job refJN-052026-7016495Job summarySectorBanking & Financial ServicesSub SectorPortfolio / Fund / Asset ManagerIndustryFinancial ServicesLocationNew YorkContract TypePermanentConsultant nameLauren VanManenJob ReferenceJN-052026-7016495