AVP, Portfolio Manager (Insurance)

TL;DR

Assistant Vice President, Insurance Portfolio Manager (Fixed Income): Supporting the construction, oversight, and day-to-day management of customized insurance company portfolios across public and private fixed income markets with an accent on translating insurance client objectives, balance-sheet constraints, and regulatory considerations into portfolio decisions. Focus on performing portfolio analytics, execution, surveillance, stress testing, and client support.

Location: Atlanta, GA (onsite)

Salary: $130,000 - $150,000

Company

Financial services company focused on insurance investment management, committed to equitable pay and inclusive culture.

What you will do

• Support design, implementation, and management of multi-sector fixed income portfolios for life and P&C insurance clients, aligned with liability profiles and risk tolerances.
• Execute portfolio rebalancing, cash deployment, and trade implementation in coordination with senior managers and teams.
• Perform relative value analysis across fixed income asset classes, considering spread, capital efficiency, and liquidity.
• Monitor portfolios for compliance, concentration limits, and performance; conduct stress testing and risk reporting.
• Prepare investment reviews, commentary, and responses for client inquiries; participate in meetings and due diligence.
• Coordinate across asset teams, risk, operations, and compliance to resolve issues and improve workflows.

Requirements

• Location: Atlanta, GA required
• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or related quantitative discipline.
• 4–7 years in fixed income portfolio management, analytics, or related investment roles; insurance experience preferred.
• Solid foundation in public/private fixed income markets (corporate credit, securitized products).
• Working knowledge of insurance frameworks (NAIC RBC, SAP, GAAP, ALM).
• Progress toward or CFA completion strongly preferred; strong analytical, quantitative, and communication skills.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) with up to 6% company match; employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year; 20 days PTO, 9 holidays, flexible Diversity Day.
• 40 hours paid volunteer time per year.
• Focus on customer focus, critical thinking, team mentality, business acumen, learning agility.