Senior Fiduciary Analyst/Portfolio Manager jobs in United States
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Robert Half · 1 day ago

Senior Fiduciary Analyst/Portfolio Manager

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date7+ years exp

Robert Half is a rapidly growing healthcare organization seeking a Senior Fiduciary Analyst/Portfolio Manager to oversee a large FBO trust account portfolio. The role involves managing utilization, reserve, and solvency risks while partnering with executive leadership to inform pricing strategies and guide financial decisions.

ConsultingHuman ResourcesRecruitingSecurity
Hiring Manager
Devon Moschella
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Responsibilities

Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts
Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)
Identify surplus release and deficit strengthening recommendations
Prepare and reconcile client accounts by ID within NetSuite
Reconcile reserve balances, claims disbursements, and bank activity
Support Return of Reserve (ROR) calculations and documentation
Serve as fiduciary subject matter expert for internal and client committees
Execute FBO account replenishments and ACH payment processes
Track and process broker compensation and statements
Support financial, internal, and regulatory audits

Qualification

Benefits financeFiduciary trust managementFinancial risk analysisReconciliationsNetSuiteAdvanced ExcelData analytics toolsBanking operations

Required

7–10+ years of progressive experience in benefits finance, fiduciary trust management, or high-volume financial risk analysis
Reconciliations is a MUST
Documented history of managing a portfolio of at least 200+ entities/accounts, ideally in the healthcare or self-funded benefits space
Advanced Excel skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau
Familiarity with banking operations (ACH, lockbox, wires)

Preferred

Experience with NetSuite preferred, Oracle, or Workday

Company

Robert Half

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🔒 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.
dateFounded in 1948
location
Menlo Park, California, USA
people-size10001+ employees
web-link
http://www.roberthalf.com/

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Keith Waddell
President and CEO
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Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
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