Asset Management, GFICC, Insurance Investment Specialist, Vice President
Listed on 2026-10-23
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Finance & Banking
Risk Manager/Analyst, Financial Analyst -
Insurance
Risk Manager/Analyst, Financial Analyst
As an Insurance Investment Specialist within the Global Fixed Income, Currencies and Commodities team in J.P. Morgan Asset Management, you will serve as a key liaison between our investment platform and insurance company clients. Working closely with portfolio managers, client advisors, and insurance investors, you will help translate complex investment strategies, market developments, and regulatory considerations into actionable insights for clients.
You will develop deep expertise in insurance investment solutions and understand regulatory capital frameworks. The role focuses on servicing existing insurance client relationships, supporting new business opportunities, and helping clients navigate evolving market, regulatory, and accounting considerations. Success in this role requires strong fixed income expertise, a thorough understanding of the insurance industry, excellent communication skills, and the ability to deliver high-quality analysis in a fast-paced environment.
Job Responsibilities- Service insurance company and pension clients throughout the investment lifecycle, including business development support, onboarding, portfolio reviews, reporting, and ongoing relationship management.
- Analyse portfolio positioning, risk, performance attribution, capital efficiency, and asset allocation outcomes to support insurance client discussions and investment decision-making.
- Develop subject matter expertise in insurance investment management, including Solvency II, insurance accounting frameworks (IFRS 9 and IFRS 17), regulatory capital considerations, and insurer balance sheet management.
- Build and maintain expertise on market developments affecting insurance investors, including Matching Adjustment portfolios, Bulk Purchase Annuity (BPA) transactions, funded and unfunded reinsurance solutions, asset‑intensive reinsurance, pension risk transfer activity, and evolving regulatory requirements.
- Prepare and maintain high‑quality client presentations, strategy materials, portfolio reviews, performance commentary, market insights, RFP responses, DDQs, and thought leadership content tailored to insurance investors.
- Respond to ad hoc client requests and customised portfolio analyses, including capital efficiency assessments, regulatory reporting requirements, ALM considerations, and liability‑aware investment solutions.
- Support new business opportunities by coordinating pitch materials, RFPs, portfolio proposals, and insurance‑specific investment solutions across public and private markets.
- Facilitate external and internal meetings, including client reviews, strategy discussions, consultant meetings, and insurance industry conferences.
- Monitor insurance market trends, regulatory developments, and competitor positioning to help inform business strategy and client engagement.
- Contribute to strategic projects, process improvements, and automation initiatives that enhance scalability and client service efficiency.
- Demonstrated experience in fixed income markets, including credit, rates, securitised products, or multi‑sector fixed income strategies.
- Experience working with insurance investors, pension schemes, asset managers, consultants, reinsurers, or other institutional investors serving the insurance market.
- Strong understanding of insurance investment management, including asset‑liability management (ALM), matching portfolios, regulatory capital considerations, and insurer balance sheet objectives.
- Knowledge of insurance regulatory and accounting frameworks, including Solvency II, Matching Adjustment requirements, IFRS 9, IFRS 17, and related insurance investment considerations.
- Understanding of insurance market dynamics, including Bulk…
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