<p>Partnering with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager.</p><p>Responsibilities includes...</p><ul><li>trend analysis</li><li>portfolio risk analysis</li><li>strategic decision support</li><li>preparation and reconciliation of client accounts and reserve balances</li><li>managing ACH setups</li><li>leading the implementation and evaluation of new systems</li><li>supporting annual audits both internally and externally</li><li>and more</li></ul><p>Benefits for the Sr. Fiduciary Analyst and Portfolio Manager includes remote work flexibility, unlimited PTO, bonus potential, 100% healthcare coverage for both the employee and dependents (including vision/dental) and 401k with company match!</p>

<p>The ideal Sr. Fiduciary Analyst and Portfolio Manager comes with...</p><ul><li>Bachelor’s Degree in Accounting, Finance or Actuarial Science</li><li>7-10+ years of experience in benefits finance, fiduciary trust management or high-volume risk analysis</li></ul><p>One of the following certifications</p><ul><li>CPA </li><li>CEBS </li><li>ASA/FSA </li><li>CTFA</li><li>CTP </li></ul><p>**For immediate consideration for the Sr. Fiduciary Analyst and Portfolio Manager role, reach out to Kyndra (Steeg) Strada directly on LinkedIn**</p><p><br></p>

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