21 investment analyst jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...

The Financial Analyst works with the BRP Finance team on strategic opportunities, financial modeling, and creates & produces operational reports that track service level standards and business unit achievement. Principal Responsibilities: Performs data mining, analytics, concept development, and auditing Supports business segment leaders by generating monthly and quarterly reports for discussion with respective team and partners Develops ad-hoc reports to conduct data analysis Interacts with Accounting team to generate monthly financial reports Generates budgets across multiple business segments Conducts advanced metric reporting Participates in continuous quality improvement process Education, Experience, Skills and Abilities Requirements: 1+ years' experience in Private Equity, Investment Banking, Corporate FP&A, or Public Accounting Background in working with professional service businesses Bachelor's degree in Accounting, Finance, or Business with...

The Liability Claims Specialist manages non-complex and non-problematic Liability claims under direct supervision of a senior claims professional. This role aims to achieve optimal outcomes for both CorVel and our clients. The Liability Claims Specialist handles litigated files and works with delegated limited authority, adhering to company best practices. This role is available for onsite, remote, and hybrid work arrangements.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Manages non-complex and non-problematic medical only claims and minor lost-time liability claims under close supervision Receives 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 Communicates claim status with the customer, claimant, and client Adheres to client and carrier guidelines and participates in claims review as needed Collaborates with...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

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...

Company: Marsh Description: Support applications L2    We are seeking a talented individual to join our Support Applications team Marsh. This role will be based in Ciudad de México. This is a hybrid role that has a requirement of working at least three days a week in the office.  This position focuses on providing Level 2 support for .NET-based web applications. The team is responsible for database management, data patching, and investigating application issues to ensure smooth operations and timely incident resolution. We will count on you to:  Understanding the applications, their processes, and stakeholder requirements.  Providing Level 2 support for three .NET web applications, focusing on database and application issues, including integration with third-party vendors.  Investigating and analyzing errors reported through the ServiceNow ticketing platform to determine if escalation, configuration changes, or user guidance is needed, while assessing...

Sales Executive - SG08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford's U100 Group Benefits team is seeking a Sales Executive for our South Florida market. The Sales Executive will work with independent producers and brokers to develop strong relationships and profitable business within U100 employee segments of the group benefits market. As The Hartford is looking to grow our Group Benefits small employer business segment, we're continuing to make investments in our U100 Segment and adding dedicated U100 Sales Executives. U100 Sales Executives will operate in a virtual environment using a full suite of virtual tools with agency partners.   The Sales Executive will be responsible for the building...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Company: Guy Carpenter Description: We are seeking a talented individual to join our Latin America & Caribbean Catastrophe Modelling team at Guy Carpenter. This role will be based in Miami, London, Mexico City, Lima or Bogotá. This is a hybrid role that has a requirement of working at least three days a week in the office. As an experienced professional in Catastrophe Risk Modelling, you will provide complex, highly customized catastrophe analyses and model portfolios, delivering valuable insights. You will work closely with brokers and analytics teams to assess client catastrophe exposure data and manage modelling projects from start to finish, supporting clients across Latin America and the Caribbean. We will count on you to: Organize client data, verify its reasonability, load it into catastrophe models, run simulations, and share outputs with senior colleagues to assess client risk exposure. Perform calculations to evaluate a range of risk exposures and...

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...

  As a member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined benefit plan sponsor clients and their various sub committees. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.   You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for the day-to-day management of client relationships (supported by other consultants and investment analysts as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members. The Role Clients Develop a trusted advisor relationship with client...

Join Our Team: Florida Licensed Auto and General Liability Claims Specialists Wanted! CorVel is actively seeking a Florida experienced Auto and General Liability Claims Specialists 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. Commercial General Liability experience is required. This is a  remote position based on the East Coast , offering flexibility while working in a dynamic and collaborative environment. If you're a seasoned claims professional looking to make an impact, we’d love to hear from you! Preference will be given to Florida resident applicants. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Investigates auto and general liability claims....

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: Operations Head of PMO  Preferred locations include Miami, Charlotte, and Chicago, though outstanding applicants in other regions will also be considered. Why Join Howden US? At Howden, we’re not just building a business- We’re rewriting the rules of what a global insurance...

Position Title Branch Banking Client Consultant II - Licensed - Coral Gables, FL   Location Coral Gables, FL 33134-6020   Job Summary Job Profile Summary Branch Banking Client Consultant II-Licensed 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...

Starr Insurance Companies is a leading insurance and investment organization, providing commercial property and casualty insurance, including travel and accident coverage, to almost every imaginable business and industry in virtually every part of the world. Cornelius Vander Starr established his first insurance company in Shanghai, China in 1919. Today, we are one of the world’s fastest growing insurance organizations, capable of writing in 128 countries on 6 continents. Job Summary:   We are seeking a highly motivated and experienced Commercial Underwriter to join our team. The successful candidate will have at least three years of experience in underwriting large property accounts and a strong understanding of commercial underwriting principles. As a Commercial Underwriter, you will be responsible for evaluating and underwriting commercial insurance applications for large property accounts.   Key Responsibilities:   Evaluate and underwrite commercial...

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...

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 We are seeking an experienced Executive Underwriter to drive profitable growth within our Excess Casualty portfolio. This role owns an individual book of business,...

Company: Marsh Description: Why choose Marsh & McLennan? Make a career. Make a difference. When you work at Marsh, you’ll experience real opportunities to help people and businesses become more safe, secure, and successful. With Marsh, you can  create a career that matters. As a Marsh colleague, you’ll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career. We are looking for a full-time Vice President, Warranty Solutions Development to join our growing team. The Vice President, Warranty Solutions Development will work with the team to support the growth plan of the practice We can count on you to : Maintain consistent and continuous communication with assigned clients to provide needed information, creative solutions, and resolution of issues Develop...

Position Title Branch Banking Client Consultant II - Wellington, FL   Location Wellington, FL 33414   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 targets...

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 role is available for onsite, hybrid, and remote work arrangements.    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...