16 investment analyst jobs found

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! Our Personal Lines Compliance team is seeking an experienced, highly organized, detail-oriented individual to join us as a Senior Regulatory Compliance Analyst. This role supports the organization’s mission of ensuring regulatory compliance while enabling business growth and speed to market for admitted and non-admitted markets. This role offers opportunities to specialize in leading some key responsibilities while continuing to participate in others. A hybrid work schedule of 3 days in office and 2 days...

Unlock your potential by joining an integrated team of accounting professionals in Treasury Services and learn the dynamic world of investments and banking. This position can be filled as an Associate Financial Analyst or Financial Analyst based on the selected candidate’s qualifications and experience. This position offers career growth opportunities for the right candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do As a member of our Treasury Services team, you will play an integral role to the continued success of our team by: Daily banking, cash positioning, wire transfers, and bank reconciliations Completing the accounting, processing, and reconciliations for various integrated systems for investments and banking Validating daily trading wires and...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This role supports regulatory compliance across assigned insurance products and jurisdictions while enabling efficient product development, filings, and ongoing lifecycle management. The Regulatory Compliance Analyst partners closely with internal stakeholders and external regulators to interpret and apply state insurance laws, evaluate regulatory impact, and ensure filings, forms, and practices align with legal requirements and business objectives. The role operates with moderate autonomy under general...

Summary This role is responsible for providing business partners, JM management teams and senior leaders in the organization financial analysis and information needed to make operational, financial, and strategic decisions. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking,...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Description Responsible for providing analysis and insight as it relates to assigned customer business needs. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing Manager and Director level customers. This position is responsible for providing comprehensive support to a broad customer group. Job...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

We are seeking an experienced and passionate employee benefits professional to drive successful outcomes for clients and their programs. As an Employee Benefits Client Consultant, you’ll play a critical role in building strong client relationships, providing high-quality analysis, and delivering strategic recommendations that ensure positive outcomes for our clients. With your expertise, you’ll serve as a trusted advisor to clients across various industries, sizes, and geographies. Essential Functions: • Build Client Relationships: Establish yourself as the primary advisor for benefits-related issues. Assist clients by developing and executing tailored benefit program strategies to retain and attract employees. Support HR leaders in navigating legal compliance requirements (e.g., HIPAA, FMLA, COBRA) and other functions. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and...

This role serves as a senior-level accountant position within the Financial Reporting Team. The individual in this role will also have the opportunity to support the finance division in a broad range of activities, gain valuable experience, and have exposure to various finance leadership levels and other business functions.       RESPONSIBILITIES:     Leader in monthly general ledger closing process, including addressing issues, identifying and implementing improvements Maintains general ledger which may include preparing, posting and reviewing monthly journal entries, reconciling and analyzing accounts, or coordinating the reconciliation of accounts to the general ledger Performs quarterly or annual procedures to support financial statement integrity, and researches ad-hoc technical accounting questions  Serves as a resource to the Finance division by providing support and analysis over general technical accounting questions and procedures Fully...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Under the general direction of the Investment Technology Manager, this advanced application developer role analyzes, designs, develops, and enhances investment technology solutions supporting TruStage Capital Advisors investment management, back-office operations, and affiliated teams. The position delivers increasingly complex application development and integration...

Sales Leader – New Business & Producer Development Location: Madison, WI Reports To: VP Risk Management About the Role Cottingham & Butler is seeking a senior, client‑facing Sales Leader to play a pivotal role in driving new business growth and elevating producer performance in our Madison office. This is not a traditional producer role. Instead, you will operate as a strategic deal leader and coach, partnering with producers on complex opportunities, shaping sales strategy, and helping win high‑value accounts. At the same time, you will actively develop emerging producers, accelerating their growth and improving overall team performance. If you thrive in high‑stakes sales environments, enjoy influencing outcomes without sole ownership of a book, and want to have a measurable impact on both revenue and people development, this role offers a unique opportunity. What You’ll Do 1.      Drive New Business Wins Partner with producers on qualified...

Acuity is seeking a Director – Finance to support the Assistant VP, EVP–CFO, and the Accounting Department by leading and contributing to complex accounting, compensation, and software-related projects and tasks. This role plays a key part in special initiatives such as overseeing accounting planning and implementation for the creation of two new insurance subsidiary companies and completing a general ledger upgrade. In addition, the Director reviews long-term incentive and other non‑qualified plan calculations and serves as the preparer of Annual Statement and Quarterly footnotes. The position also acts as the key reviewer of complex accounting exhibits, including Annual Statement Schedule P, Management Discussion & Analysis, AM Best SRQ, Reinsurance Summary, and tax reserve discounting. ESSENTIAL FUNCTIONS: Assist and support the implementation of new accounting, tax, and financial software packages, including user testing, documentation, and end-user training as...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...

Insurance Placement Specialist  Are you driven by the thrill of closing a deal? Do you thrive on analyzing data and crafting proposals that outshine the competition? If so, Cottingham & Butler has an opportunity that could be your next big win. We’re seeking an experienced Insurance Placement Specialist. In this role, you’ll be the strategic force behind negotiating with insurance carriers to secure the most competitive pricing and coverage for our clients. Your ability to build and leverage strong relationships with underwriters will be key to delivering tailored, high-value solutions. Beyond negotiation, you’ll dive deep into prospective clients’ current insurance programs, uncovering coverage gaps and missed opportunities left by their existing brokers. This is your chance to showcase the strength and precision of the Cottingham & Butler team—not just by telling clients we’re the best, but by proving it through smarter coverage and real savings. Essential...

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team in Dubuque, IA. No experience? No problem! We will provide all the training you need to succeed in the world of Property & Casualty insurance and work with some of the best in the industry. This might just be the perfect opportunity for you! What You’ll Do: Service Plans:  Create, implement, and manage client-specific service plans, including claim reviews and marketing plans. Mid-Year Reviews:  Prepare materials for client reviews, analyze losses, explore market options, and recommend services. Client Relationships:  Become a trusted advisor for our clients, providing high-quality service and prompt responses to their questions. Retention & Sales:  Take charge of retaining clients and expanding their accounts with additional products. Analyze Data:  Make sure our clients have the right coverages by verifying policies, endorsements, audits, and dividends....

C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude. Key Responsibilities: Act as primary point of contact for all client-related questions and requests. Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management. Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs. Develop and prepare detailed marketing submissions and proposals for both new and renewal business. Craft and deliver a written...