Investment and Treasury Analyst

Are you ready to take the next step in your finance career and be part of a growing powerhouse in the insurance program management space? Our client, with an A-rating and over $2 billion in gross premiums written across 70+ unique programs, is seeking a talented Investment and Treasury Analyst to join their high-performing team in Orlando, FL.

Why You Should Join

This company isn’t just about numbers—it’s about delivering dynamic solutions in a fast-paced environment. As an Investment and Treasury Analyst, you will contribute to strategic financial decisions and directly impact the company's growth. With a collaborative, innovative culture and top-notch financial health, this is the place to build your career in insurance finance.

Key Responsibilities:

Perform and review investment PAR reconciliation and balance the general ledger with Clearwater reports.
Prepare detailed valuation memos for investment portfolios and manage related financial disclosures.
Oversee investment accounting processes, continuously improving efficiency and controls.
Liaise with internal departments (Finance, Capital, Legal) and external partners (custodians, investment managers, auditors) to ensure regulatory compliance and strategic alignment.
Assist with preparing reports and presentations for senior leadership and the Board.
Monitor liquidity needs, investment strategies, and ensure adherence to investment guidelines.
Manage relationships with banking partners, ensuring liquidity and capital needs are met.

What We’re Looking For:

Bachelor’s degree in accounting, finance, or a related field.
5+ years of experience in investment accounting, financial reporting, or auditing.
Solid understanding of investment products (fixed maturity, equities, alternatives) and GAAP.
Proven ability to analyze financial statements and write comprehensive reports.
Strong knowledge of capital markets, investment KPIs, and reinsurance/insurance regulations.

What’s in it for You?

A competitive salary and benefits package.
The chance to work with an industry leader with an exciting growth trajectory.
Opportunities for professional development and advancement.
Exposure to high-level financial decision-making in a collaborative environment.

Make your next career move count. Apply today and be part of something bigger in the insurance finance world!

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Investment Treasury Analyst