20 senior investment analyst jobs found

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The FP&A Senior Analyst serves as a financial business partner to corporate functions including, but not limited to, IT, HR, Legal, and Finance. This role provides financial planning, reporting, and analytical guidance to support key decisions and initiatives. The analyst prepares monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus...

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...

Position Title Branch Banking Client Consultant II - Boynton Beach FL   Location Boynton Beach, FL 33472-4423   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...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. Job Summary: The Crime & Theft Specialist – Supply Chain Fraud and Cargo Theft is responsible for supporting the insurance organization’s efforts to identify, analyze, investigate, and mitigate losses related to cargo theft, supply chain fraud, and related criminal activity. This role provides subject-matter expertise across claims, underwriting, and risk management functions, with a focus on loss...

Position Title Branch Banking Client Consultant II - Estero, FL   Location Estero, FL 33928-8307   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 III - Licensed - Coral Springs, FL   Location Coral Springs, FL 33065-5042   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: Sales Performance:  support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.  Client Experience:  deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling,...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  Director, Agency & Carrier Performance Confidential Job Description Primary Position Objective Under general direction, the Director, Agency & Carrier Performance provides strategic leadership for sales and service execution across agency and third‑party distribution models. This role is accountable for driving performance, quality, and operational effectiveness within a multi‑carrier,...

Position Title Branch Banking Client Consultant III - Licensed - Palm Beach Gardens, FL   Location Palm Beach Gardens, FL 33410-3664   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: Sales Performance:  support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.  Client Experience:  deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead...

The Senior Director, AI and Architecture will lead the strategic vision, design, and execution of enterprise technology architecture and artificial intelligence capabilities across The Baldwin Group. This role is the firm’s primary driver in accelerating Baldwin’s transformation into an AI-driven organization, owning the design and deployment of an enterprise Agentic AI framework that enables autonomous, multi-step AI agents to operate across core business functions. The Senior Director serves as a trusted partner to executive leadership and business unit leaders reporting to the CTO-Retail, ensuring that data, platforms, and emerging technologies enable scalable growth, operational excellence, and differentiated client experiences. As a transformational technology leader, the Senior Director will advance the firm’s digital and AI maturity by aligning architecture strategy with business priorities, fostering innovation, and embedding enterprise standards that power long-term...

Position Title Branch Banking Client Consultant II - Boca Raton FL   Location Boca Raton, FL 33431-7205   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...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Legal Assistant to the Foundation Risk Partners of FL team in Ormond Beach, FL. Job Summary: The Legal Assistant will be a member of our legal department and provide support to our Corporate, and Mergers and Acquisitions teams. Essential Functions: Provides support to Corporate and Merger and Acquisition team members in our legal department with the focus on business legal matters. Provide Corporate support to in house and outside counsel, including, Corporate Book maintenance, prepare consents, resolutions and minutes, review and track corporate document preparation and filings, and track investor transactions. Research and prepare documentation for the formation and maintenance of corporate, partnership and LLC entities. Draft or review documents for mergers, acquisitions, dissolutions, amendments and withdrawals. Maintain...

Job Description: Title:   M&A Sourcing Manager   Work Mode:   Fully Remote   | Location/Supporting:   Remotely supporting Corporate Headquarters in Longwood, FL     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   The M&A Sourcing Manager is responsible for driving the identification, qualification, and early-stage evaluation of potential acquisition...

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...

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...

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,...

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...