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Financial Manager Corporate Finance Portfolio Manager

Investments FP&A Manager - NII & Portfolio Strategy

Job in Morrisville, Wake County, North Carolina, 27560, USA
Listing for: Oliver James
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance, Portfolio Manager
  • Management
    Financial Manager, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing life & annuity insurance platform is seeking an FP&A Manager focused on Investments. The candidate will oversee forecasting, budgeting, and analytics related to the investment portfolio, emphasizing Net Investment Income and spread analysis. They will also prepare detailed investment analytics for executives and collaborate across various departments. Ideal candidates have at least 5 years of experience in FP&A or investment management, strong knowledge of financial markets, and Excel skills.

A Bachelor's degree in Finance or related field is required.
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