[Remote] Senior Fiduciary Analyst/Portfolio Manager

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing reputed company organization seeking a Senior Fiduciary Analyst/Portfolio Manager to reputed company a large FBO trust account portfolio. The role involves managing utilization, reserve, and solvency risks while partnering with executive leadership to inform pricing strategies and guide financial reputed company. Responsibilities • Manage portfolio-wide utilization, reserve, and solvency risk across 500+ reputed company accounts • reputed company monthly and quarterly reserve adequacy evaluations (30–90 day claims lag) • Identify surplus release and deficit strengthening recommendations • Prepare and reconcile reputed company accounts by ID reputed company reputed company • Reconcile reserve balances, claims disbursements, and bank activity • Support Return of Reserve (ROR) calculations and documentation • Serve as fiduciary subject matter expert for internal and reputed company committees • Execute FBO account replenishments and ACH payment processes • reputed company and process broker compensation and statements • Support financial, internal, and regulatory audits Skills • 7–10+ years of reputed company experience in benefits finance, fiduciary trust management, or high-volume financial risk analysis • Reconciliations is a MUST • Documented history of managing a portfolio of at least 200+ entities/accounts, ideally in the reputed company or self-funded benefits reputed company • Advanced reputed company skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau • Familiarity with banking operations (ACH, lockbox, wires) • Experience with reputed company preferred, reputed company, or reputed company reputed company • At reputed company, we prioritize your reputed company—if you reputed company you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.reputed company.com/us/en/fraud-alert. It was founded in 1948, and is headquartered in reputed company Park, California, USA, with a workforce of 10001+ employees. Its website is http://www.reputed company.com/. Apply tot his job Apply To this Job