[Remote] Sr. Fiduciary Analyst + Portfolio Manager

Remote, USA Full-time
Note: The job is a remote job and is open to candidates in USA. Robert 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. 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 Skills • 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 Overview • At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to It was founded in 1948, and is headquartered in Menlo Park, California, USA, with a workforce of 10001+ employees. Its website is Apply tot his job
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