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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