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Senior Fiduciary Analyst & Portfolio Manager

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Robert Half

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Location:
United States , Concord

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You’ll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You’ll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization.

Job Responsibility:

  • Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts
  • Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)
  • Identify surplus release and deficit strengthening recommendations
  • Prepare and reconcile client accounts by ID within NetSuite
  • 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 client committees
  • Execute FBO account replenishments and ACH payment processes
  • Track and process broker compensation and statements
  • Support financial, internal, and regulatory audits

Requirements:

  • 7–10+ years of progressive 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 healthcare or self-funded benefits space
  • Experience with (NetSuite preferred, Oracle, or Workday) etc.
  • Advanced Excel skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau
  • Familiarity with banking operations (ACH, lockbox, wires)
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 24, 2026

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