Analyst - ALM Asset Management
1823 Partners, New York, NY, United States
1823 Partners (US) LLC is a Registered Investment Adviser conducting business as a differentiated asset management firm focused on long‑term, insurance‑first investment strategies. The firm supports independent insurance companies with tailored investment strategies that back real promises with real assets. 1823 Partners manages a growing portfolio of private market investments with the objective of generating compelling returns for insurance companies and their policyholders, as well as other long‑term‑oriented institutional investors. 1823 Partners will initially focus on real estate, asset‑backed finance, credit, insurance solutions and private equity, with a $18.7 billion‑dollar asset mandate from JAB Insurance US Holdings, Inc. (“JAB Insurance”). The firm is headquartered in Miami and has an office in New York. For more information, visit www.1823.partners.
We are seeking an Analyst, Asset Allocation & ALM, to join our team in New York. Reporting to the Senior Associate, this role will support the day‑to‑day portfolio management of multi‑asset class insurance portfolios. You will play a key role in conducting both qualitative and quantitative analysis on existing holdings and potential investments, collaborating across teams to ensure smooth execution and reporting, and contributing to the structuring of new investment and liability opportunities.
In this dynamic role, you'll monitor critical risk metrics, assist in the development of investment presentations and proposals, and work closely with risk, trading, compliance, and operations teams to ensure that our portfolios are well‑aligned with regulatory frameworks and liability profiles.
Key Responsibilities
Support day‑to‑day portfolio management across multi‑asset class insurance portfolios within general account and reinsurance portfolios based in US and Bermuda
Analyze and monitor strategic and tactical asset allocation across portfolios to ensure alignment with investment objectives, risk appetite, and liability profiles
Optimize in‑force asset allocations and ALM, and support the development of proposed portfolio actions or rebalancing recommendations
Perform portfolio analytics, data validation, and scenario analysis to assess market and interest rate impacts
Monitor portfolio risk metrics including liquidity, concentration, credit and interest rate risk
Collaborate with risk, trading, compliance, and operations teams to ensure accurate execution and reporting
Support structuring new investments to fit regulatory frameworks and liability profiles
Support pricing of new liabilities, including existing retail products and new institutional products
Provide support for actuarial deliverables (data validation, reinvestment assumptions, capital optimization)
Gain understanding of insurance regulatory frameworks (US & Bermuda)
Prepare investment presentations, proposals, and reports to senior leadership and external clients
Qualifications
Bachelor's degree in finance, economics, mathematics, accounting or related field preferred
1‑3 years of experience in asset management, banking, or insurance (direct experience in insurance asset management a plus)
Advanced Excel skills
Strong analytical, financial modeling, and quantitative skills
Team oriented with strong communication skills and ability to multi‑task
Proactive, takes initiative, entrepreneurial mindset
What We Offer
Opportunity to work with a high‑performing, collaborative team at the intersection of finance, strategy, and investment.
Exposure to sophisticated investment structures and institutional capital partners.
A culture that values integrity, partnership, and long‑term thinking.
Competitive compensation and benefits package.
1823 Partners is committed to equal employment opportunity and encourages people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
The pay range for this role is: 90,000 - 120,000 USD per year (New York)
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We are seeking an Analyst, Asset Allocation & ALM, to join our team in New York. Reporting to the Senior Associate, this role will support the day‑to‑day portfolio management of multi‑asset class insurance portfolios. You will play a key role in conducting both qualitative and quantitative analysis on existing holdings and potential investments, collaborating across teams to ensure smooth execution and reporting, and contributing to the structuring of new investment and liability opportunities.
In this dynamic role, you'll monitor critical risk metrics, assist in the development of investment presentations and proposals, and work closely with risk, trading, compliance, and operations teams to ensure that our portfolios are well‑aligned with regulatory frameworks and liability profiles.
Key Responsibilities
Support day‑to‑day portfolio management across multi‑asset class insurance portfolios within general account and reinsurance portfolios based in US and Bermuda
Analyze and monitor strategic and tactical asset allocation across portfolios to ensure alignment with investment objectives, risk appetite, and liability profiles
Optimize in‑force asset allocations and ALM, and support the development of proposed portfolio actions or rebalancing recommendations
Perform portfolio analytics, data validation, and scenario analysis to assess market and interest rate impacts
Monitor portfolio risk metrics including liquidity, concentration, credit and interest rate risk
Collaborate with risk, trading, compliance, and operations teams to ensure accurate execution and reporting
Support structuring new investments to fit regulatory frameworks and liability profiles
Support pricing of new liabilities, including existing retail products and new institutional products
Provide support for actuarial deliverables (data validation, reinvestment assumptions, capital optimization)
Gain understanding of insurance regulatory frameworks (US & Bermuda)
Prepare investment presentations, proposals, and reports to senior leadership and external clients
Qualifications
Bachelor's degree in finance, economics, mathematics, accounting or related field preferred
1‑3 years of experience in asset management, banking, or insurance (direct experience in insurance asset management a plus)
Advanced Excel skills
Strong analytical, financial modeling, and quantitative skills
Team oriented with strong communication skills and ability to multi‑task
Proactive, takes initiative, entrepreneurial mindset
What We Offer
Opportunity to work with a high‑performing, collaborative team at the intersection of finance, strategy, and investment.
Exposure to sophisticated investment structures and institutional capital partners.
A culture that values integrity, partnership, and long‑term thinking.
Competitive compensation and benefits package.
1823 Partners is committed to equal employment opportunity and encourages people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
The pay range for this role is: 90,000 - 120,000 USD per year (New York)
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