Sr. Fiduciary Analyst + Portfolio Manager
Partnering with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes... • 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 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! The ideal Sr. Fiduciary Analyst and Portfolio Manager comes with... • 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 • *For immediate consideration for the Sr. Fiduciary Analyst and Portfolio Manager role, reach out to Kyndra (Steeg) Strada directly on LinkedIn** Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use. Apply tot his job