Investment Allocation Analyst

RocketFin Consulting Ltd

$80 - $87 / hour

New York, New York, United StatesOn-siteNovice

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Description

Description-

As an Investment Allocation Analyst, you will be part of the investment team responsible appropriately allocating new investments to subsidiaries and product lines. In this position you will monitor trade activity and collaborate with the front office to ensure that allocation decisions align with the portfolio management objectives and are performed timely. You will gain hands-on experience with our investment allocation tools and trade management systems.

The Team

The Investment Management (IM) department oversees and manages over $200 billion dollars in assets across its General Investment Account (“GIA”). It has primary responsibilities for conducting ALM on the GIA, growing and managing the investment portfolio, overseeing the performance of both affiliated and unaffiliated managers for the GIA, and directly selecting certain opportunistic and strategic investments.

The Quant R&D group of IM consists of a group of collaborative teams with interconnected responsibilities. The group’s core focus is on generating ALM analytics, asset modelling, developing advanced analytics, researching interest and credit rate specific strategies, adopting emerging technologies, and providing and ensuring operations continuity for the Quantitative and Fixed Income Portfolio Management groups within IM.

The “GIA and VA Asset Modeling & Development” team of Quant R&D has primary responsibilities for modeling all of the GIA’s assets, ensuring and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics for all of Quantitative Portfolio Management’s hedging programs. In addition, the team receives and coordinates general and regulatory requests to various stakeholders across Enterprise Risk Management, Corporate Finance, Actuarial, and other internal and external parties.

The coordinated and combined efforts of the team, group, and department ensures our success in continually striving to add value for the organisation and its policyholders.

The Impact:

The Investment Allocation Analyst will contribute to the trade processing and investment tracking by:

· Allocate newly purchased securities to subsidiaries and product lines

· Coordinate allocations for upcoming purchases with asset managers and investment onboarding team

· Automate and continuously improve existing processes

· Share investment details with portfolio managers and solicit allocation preferences

· Partner with IT to validate new system functionality as well as regression test the allocation process

The Minimum Qualifications

· Bachelor’s degree or higher.

· Familiarity with fixed income securities.

· Able to prioritize multiple projects simultaneously.

· Ability to work independently to meet deadlines.

· Clear and concise written and verbal communication skills.

The Ideal Qualifications

· Working knowledge of public and private fixed income securities including but not limited to corporate bonds, mortgages, asset back securities, bank loans, and collateralized loan obligations.

· Experience using and creating Excel workbooks and VBA Macros.

· Ownership and accountability of work product.

· Curiosity to understand processes and apply judgement in ambiguous situations.

· 2+ years relevant work experience.

New York Pay Range

$80—$87 USD

See all jobs in New York

About this role

RocketFin Consulting's Investment Management department manages over $200 billion in assets, and this role sits within its Quant R&D group supporting the GIA and Variable Annuity Asset Modeling team. As an Investment Allocation Analyst, you would handle the operational side of investment allocation—receiving newly purchased securities, coordinating with asset managers and portfolio managers on allocation preferences, and ensuring trades are processed and tracked accurately against portfolio management objectives. The work bridges front-office investment decisions with back-office execution, requiring you to monitor activity, communicate allocation details to stakeholders, and meet tight deadlines.

The position calls for a bachelor's degree and familiarity with fixed income securities, along with the ability to juggle multiple projects and work independently. Excel and VBA skills are valued, as is a willingness to improve and automate existing processes. Two or more years of relevant experience is preferred, though not strictly required. You'd also partner with IT on system validation and testing, so comfort with technical collaboration matters. This role suits someone detail-oriented who wants hands-on experience with investment allocation tools and trade management systems while supporting a large, complex investment operation.

The position is based in New York and requires in-office work, with a salary range of $80,000 to $87,000.

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Pay for this role

$80 to $87 per hour

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