This role leads the creation and presentation of financial reports focused on a $100+ billion investment portfolio to influence business strategy
Job Summary
This role leads the creation and presentation of financial reports focused on a $100+ billion investment portfolio to influence business strategy.
The ideal candidate will have extensive experience in financial analysis and forecasting across asset classes including Fixed Income, Private Equity, and Real Estate.
Travelers offers comprehensive benefits including a fully funded pension plan, dollar-for-dollar 401(k) matching, and a minimum of 20 days of paid time off annually.
Matching Summary
This role leads the creation and presentation of financial reports focused on a $100+ billion investment portfolio to influence business strategy.
Salary
Base: $146,400.00 - $241,600.00; Bonus/Equity: Performance-based cash incentive awards available; Benefits: Comprehensive health, 401(k) match, pension, and PTO included
Skills & Requirements
Must-have
Eight years of finance experience
Previous management experience required
Fixed Income and Private Equity analysis
Advanced Excel and Financial Reporting Software
Experience with P&C insurance industry
Nice-to-have
Strong executive presence and influencing skills
Ability to mentor and develop team members
Knowledge of regulatory changes in finance
Strategic alignment of resources
Excellent communication with senior leadership
Key Requirements
Bachelor's degree in Finance or Accounting
Master's in Business Administration preferred
CPA, CMA, or comparable professional designations
Minimum eight years of relevant finance experience