Capital Markets Analyst - PE

Join a pioneering leader in the secondary market for life insurance and propel your career to new heights. This role offers a dynamic work environment deeply rooted in innovation and growth. Unlock career progression in an organization that values and cultivates talent, with exceptional support and rewarding opportunities designed to help you thrive.

• Act as the primary liaison between policy owners and insurance companies, ensuring smooth communication and accurate policy management.
• Review and verify life insurance policies, making sure that all necessary adjustments are implemented following a sale.
• Conduct periodic assessments of policy performance to secure optimized valuations.
• Manage and process critical carrier communications with precision.

• A Bachelor’s degree is mandatory.
• An unwavering attention to detail.
• Outstanding written and verbal communication abilities.
• Strong analytical and problem‑solving skills.

• A competitive salary aligned with your experience.
• A comprehensive student loan repayment program.
• Full health benefits including Dental, Rx, and Vision coverage.
• 401(k) with company match for your future security.
• Generous paid time off to recharge.
• Extensive training and mentoring programs to advance your career.
• Engaging company-sponsored events throughout the year.
• Performance-based bonuses and exclusive perks.

Life Insurance, Portfolio Services, Policy Management, Communication, Analytical Skills, Career Growth, Fort Washington, Full-time, Market Leader, Financial Services, Problem Solving

Please send a current copy of your resume with work history to  for consideration. All communications are 100% confidential.

Kevin Mc Carthy