32 investment analyst jobs found

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Plan, organize and manage requests for proposals, RFP’s or RFI’s of varying complexity, priority and risk that aid the company in the acquisition of new business and retention of current clients. Key Responsibilities Lead the proposal, RFP and RFI process in a fast-paced, deadline-oriented work environment. Use strong leadership, organizational, issue...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This team supports backend policy and billing operations through cross‑trained responsibilities across two teams. The work focuses on premium reallocations, billing research, audits, and payment processing at both the policy and case level for national, regional, and billing accounts. The position is fast‑paced and highly structured, requiring frequent movement...

The Baldwin group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance and risk management, private insurance and risk management, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin group (nasdaq: bwin), takes a holistic and tailored approach to insurance and risk management. The Treasury Analyst conducts one or more major cash management activities.  Responsibilities may include cash management, liquidity projections, treasury operations, bank relationship management, cash accounting, short-term investing, and payments. Responsible for applying...

Company Details W. R. Berkley Corporation is establishing a new operating unit, Berkley Edge .   Berkley Edge offers solutions for hard-to-place and distressed risks for both professional and casualty lines of business.  Edge will focus on small to mid-sized risks through a wholesale only distribution model.   Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.  Along the way, we have been listed on the New York Stock Exchange, seen our revenue soar well past $10 billion, and become a well-respected Fortune 500 Company.   The Company is an equal employment opportunity employer. #LI-ND1 #LI-Hybrid Responsibilities The Product and Forms Analyst will define product vision, lead cross-functional development teams, and oversee project execution to ensure timely and successful...

Description Summary: The Regional Marketing and Communications Manager leverages a mix of marketing tools and local market knowledge to develop, implement and execute a regional marketing plan that amplifies Huntington’s brand locally and maximizes opportunities within the region. Utilizes strategic thinking, local market knowledge and community relationships to drive Huntington’s business effectiveness, optimize Huntington’s profile, and develop and deepen strategic community partnerships that create cross-segment business/engagement opportunities through sponsorships, events, and local market engagement. Creates and sustains strategic partnerships in the community, positioning and supporting key members of the Regional Leadership Team in influential community positions. Engages with internal partners, community partners, local businesses, community leaders, and external partners to locally deliver the brand in...

The Provider Relations Specialist assists providers via phone and email with bill review questions and requests of varying complexity. This role is responsible for documenting bill review errors to improve team error rate trend. The Provider Relations Specialist acts as a positive and professional representative of our CorVel family. The role ensures compliance with company best practice standards while also enabling a consistent, timely delivery of our quality services. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Communicate clearly and professionally with providers and other stakeholders via phone and email Understand Workers Compensation guidelines and various client contract language to interpret and support our bill review Navigate the bill review application to obtain accurate information for the callers Understand CorVel EORs as well as client-specific nuances Answer basic to complex State WC fee schedule and/or billing questions on...

The Workers’ Compensation Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a hybrid role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary...

CorVel is actively seeking an experienced Florida Auto and General Liability Claims Specialist to join our growing team. In this role, you will manage low to mid-level complex claims — including bodily injury and property damage — with a focus on achieving optimal outcomes for both CorVel and our clients. Florida experience and Florida Municipality experience is a plus. This is a remote role. Must have an active Florida Independent Adjuster License. Candidates must reside in FL and have FL license and heavy auto experience. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Establishes reserves and authorizes payments within reserving authority limits Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with team members on more complex or problematic claims as necessary...

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify):  English & Spanish Right to work:  English  /  Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview :   The Senior Accountant will perform key activities related to the monthly closing cycle including reconciliations, journal entries, supporting schedules and consolidations. This position will report to the Accounting Manager and interact with other members of Finance and Internal Audit.    Essential Job Functions Reconcile ACH transactions Reconcile bank accounts Reconcile investments Reconcile data between various systems Run system reports utilized in closing cycle Maintain and update schedules needed for closing cycle Assist with monthly analysis...

Position Title Branch Banking Client Consultant II - Pembroke Pines FL   Location Pembroke Pines, FL 33027-1208   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client...

Position Title Branch Banking Client Consultant II - Naples, FL   Location Naples, FL 34109-2772   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets...

Position Title Branch Banking Client Consultant II - Port St. Lucie FL   Location Port St. Lucie, FL 34986-1764   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to...

Position Title Financial Planner   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Position Title Branch Banking Client Consultant II - Weston FL   Location Weston, FL 33326-1915   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking Client Consultant II - Float - Hollywood FL   Location Hollywood, FL 33021-3341   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest...

Position Title Branch Banking Client Consultant II -Float - Hollywood FL   Location Hollywood, FL 33021-3341   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income)...

The Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This is a hybrid role.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall cost of the claim Coordinates early return-to-work efforts with the...

Position Title Branch Banking Client Consultant II - Boynton Beach, FL   Location Boynton Beach, FL 33426-4209   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

Position Title Branch Banking Client Consultant II - Float - Boca Raton to West Palm Beach FL   Location West Palm Beach, FL 33409-1970   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. This position covers a territory from Boca Raton to West Palm Beach FL.   Job Responsibilities: Sales Performance: Support team efforts to achieve...

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify):  English & Spanish Right to work:  English  /  Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview :   The Senior Accountant will perform key activities related to the monthly closing cycle including reconciliations, journal entries, supporting schedules and consolidations. This position will report to the Accounting Manager and interact with other members of Finance and Internal Audit.    Essential Job Functions Reconcile ACH transactions Reconcile bank accounts Reconcile investments Reconcile data between various systems Run system reports utilized in closing cycle Maintain and update schedules needed for closing cycle Assist with monthly analysis...