Senior Finance Manager driving month - end close, reporting, and analysis for financial operations at Fiserv. Partnering with executives to provide insights and improve performance.
About the role
- Insurance Investment Consultant at Mercer collaborating with clients on investment portfolio needs. Involves analysis, research, and communication in a supportive hybrid work environment.
Responsibilities
- Collaborate closely with insurance clients and internal insurance team members to support investment portfolio needs through analysis, research, and communication.
- Contribute to portfolio construction, asset allocation, and manager implementation while staying informed on market and regulatory developments affecting client portfolios.
- Become a subject matter expert in insurance investment strategy.
- Contribute to asset allocation, portfolio construction, and manager implementation idea generation across client portfolios.
- Provide investment content, analysis and advice to insurance company clients.
Requirements
- Bachelor’s Degree in business, finance, economics, or related field
- 3+ years of experience in investment and/or financial analysis
- Excellent analytical and communication skills, particularly with complex investment and data sets
- Superior organizational and time management skills, and strong attention to detail
- Proficiency in Microsoft Office 365 tools (Word, Excel, PowerPoint, SharePoint)
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
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