You are viewing a preview of this job. Log in or register to view more details about this job.

Portfolio Analyst

Awesome opportunity for a Portfolio Analyst for expanding a company located in the Ft. Washington/Blue Bell area. This is a full-time direct hire position for a college graduate with a solid foundation in math or finance and strong analytical skills.
Responsibilities include:
  • Comparing current policy information against forecasted values and analyzing this data with the goal of providing accurate projections.
  • Conducting periodic review of the performance of policies and reconciling any differences.
  • Projecting minimum funding requirements for policies.
  • Communicating with insurance companies to obtain life policy information and resolve any discrepancies.
  • Analyzing product trends and developing product expertise to help maintain position as the market leader.

  • Bachelors degree
  • Strong attention to detail and exceptional written and verbal communication skills.
  • Background in math or finance
  • Strong analytical and problem-solving skills.
  • Knowledge of insurance products is a definite plus.
This is an onsite role. Pay is $50,000 - $55,000 per year.