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About the Role

The Insurance Strategy Team (IST) partners with various internal teams to service existing insurance clients and develop new business, supporting a key global growth initiative for the firm. Analysts will focus on client service, CRM management, business development, marketing support, solutions analysis, M&A support, product development, and business management.

Responsibilities

• Oversee day-to-day servicing of client accounts, including report delivery, query handling, and preparing presentations.
• Assist with prospecting efforts, including arranging meetings, conducting research, creating presentation materials, and managing contact lists.
• Develop and maintain materials for investment strategies offered to insurance companies.
• Partner on the maintenance and evolution of the firm's AB Insurance introductory deck.
• Work with Portfolio Managers on presentations for industry conferences and events.
• Collaborate on thought leadership newsletters, client events, sponsorships, and the insurance website.
• Support the RFP team on all new business proposals with insurers.
• Provide analytical support for Strategic Asset Allocations (SAAs), Peer Analysis, and other quantitative work.
• Provide analytical support for Insurance M&A and Partnership opportunities.
• Drive the development of new insurance-oriented composites.
• Create and maintain business management dashboards to track activity, opportunities, and pipeline.
• Take responsibility for Executive Presentations.
• Partner with the Data Science team to enhance insurance prospecting efforts using Data Science tools.

Requirements

• Bachelor's degree, preferably in Finance, Economics, or Marketing, with an excellent academic record.
• IMC preferable or willingness to attain.
• 2-5 years of experience, preferably in Financial Services or Insurance.
• Track record of outstanding performance and achievement.
• Belief that client is first and ability to influence others to prioritize accordingly.
• Ability to collaborate across all levels of the organization.
• Exemplary relationship building skills.
• Exceptional verbal, written communication, and presentation skills.
• Proven track record in meeting deadlines with keen ability to multi-task and prioritize.
• Analytical mindset and strong problem-solving abilities.
• Passion for investments, markets, and learning AB's investment strategies.
• Fluent in Microsoft Word, PowerPoint, and Excel.
• Experience with Salesforce.com is a plus.

Skills

• Client Service
• CRM Tool Management (Salesforce)
• Prospecting/Business Development
• Marketing Support
• Product Management Support
• Solutions Support (Strategic Asset Allocation, Peer Analysis, Quant/Analytical Work)
• M&A and Strategic Partnership Support
• RFP and Due Diligence Completion
• Product Development Support
• Business Management Support (Executive Presentations, Activity Tracking)
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel
• Salesforce.com

Location

• London, UK

Work Type

• Full-time

Experience Level

• 2-5 years

Education Level

• Bachelor's degree
• IMC

About the Company

• The Insurance Strategy Team (IST) resides within AB’s Global Insurance team which sits within the firm’s global Client Group.
• This IST partners with the firm’s Insurance Sales, Solutions, Operations, Marketing, Portfolio Management teams, as well as the firm’s RFP team and Asset-Class Business Development teams to service and support existing insurance client and help develop new business in what is one of the firms’ key global growth initiatives.