Robert Half · 1 month ago
Sr. Fiduciary Analyst + Portfolio Manager
United States
Full-time
Remote
Senior Level
$140K/yr - $190K/yr
7+ years expRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking a Sr. Fiduciary Analyst and Portfolio Manager to partner with a growing startup in the insurance industry, focusing on portfolio risk analysis and strategic decision support.
ConsultingHuman ResourcesRecruitingSecurity
No H1B
Responsibilities
Trend analysis
Portfolio risk analysis
Strategic decision support
Preparation and reconciliation of client accounts and reserve balances
Managing ACH setups
Leading the implementation and evaluation of new systems
Supporting annual audits both internally and externally
And more
Qualification
Required
Bachelor's Degree in Accounting, Finance or Actuarial Science
7-10+ years of experience in benefits finance, fiduciary trust management or high-volume risk analysis
One of the following certifications: CPA, CEBS, ASA/FSA, CTFA, CTP
Benefits
Remote work flexibility
Unlimited PTO
Bonus potential
100% healthcare coverage for both the employee and dependents (including vision/dental)
401k with company match
Company
Robert Half
🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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