Overview
DEPARTMENT FINANCE OFFICER Jobs in Stockton, CA at City of Stockton
OBJECTIVE:
Investment Reporting Analyst Objective
To provide analytical and technical support, specializing in investment reporting, performance measurement, credit reporting, and financial analysis, for Farm Bureau Life Insurance Company of Michigan, Farm Bureau Mutual Insurance Company of Michigan, Farm Bureau General Insurance Company of Michigan, Community Service Acceptance Company (CSAC), Cincinnati Equitable Life Insurance Company (CELIC), and Cincinnati Equitable Insurance Company (CEIC) to assist Investments Division management in maximizing both quality of and return on investments within the guidelines of the annual investment plan and the provisions of the investment policies.
RESPONSIBILITIES:
Investment Reporting Analyst Responsibilities
Assist in the preparation and communication of monthly, quarterly, and annual financial reports and analyses for insurance company portfolios
Conduct in-depth analysis of current and past financial data, identifying trends, variances, and performance on both internal and industry averages
Monitor and report changes in credit risk of existing investments within the insurance company portfolios
Prepare and submit periodic reports for presentation at the Investment Committee
Analyze fixed income securities to determine investment suitability and communicate research findings in a manner that accurately summarizes investment risks
Assist in the preparation of the annual Investment Division budgets and investment related sections of rating agency and regulatory filings
Maintain up-to-date knowledge of current investment opportunities and strategies
Serve as the primary backup for the Cash Management and Operations Technician
Perform ad-hoc financial analysis and special projects, also provide general analytical assistance and operation support to the Senior Portfolio Manager, and Investment Analyst
QUALIFICATIONS:
Investment Reporting Analyst Qualifications
Required
Bachelor’s degree in finance, accounting, or related field required
Two or more years of experience required
Excellent communication skills, both verbal and written.
Ability to work independently and collaborate effectively with cross-functional teams
Preferred
Financial experience and demonstrated analytical experience preferred
Proficiency in Microsoft Excel preferred. Experience with Adobe Pro preferred.
Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
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Title: DEPARTMENT FINANCE OFFICER
Company: City of Stockton
Location: Stockton, CA
