About the Sr. Fiduciary Analyst + Portfolio Manager Role

Robert Half is excited to partner with a dynamic, growing startup in the insurance industry to find a talented Sr. Fiduciary Analyst and Portfolio Manager in Denver, Colorado. This senior-level position offers a unique opportunity to play a pivotal role in shaping the financial strategy of an innovative company at the forefront of insurance solutions. As a key member of the finance team, you will combine deep fiduciary expertise with portfolio management skills to drive business growth, manage risks, and support strategic initiatives. Ideal for seasoned professionals seeking impactful work in a startup environment with big-league benefits, this role emphasizes analytical prowess, system leadership, and audit readiness. If you're passionate about trend analysis, risk mitigation, and fiduciary responsibilities in the insurance sector, this position at our Robert Half-partnered client could be your next career milestone.

Key Responsibilities

In this critical role, you'll handle a diverse set of high-impact tasks that directly influence the company's financial health and operational efficiency.

• Perform in-depth trend analysis to uncover insights from financial data, market movements, and industry benchmarks, enabling proactive decision-making.
• Conduct rigorous portfolio risk analysis, identifying vulnerabilities, stress-testing scenarios, and recommending hedging strategies to protect assets.
• Deliver strategic decision support through detailed reports, forecasting models, and presentations to executive leadership.
• Oversee the preparation and reconciliation of client accounts and reserve balances, ensuring accuracy, compliance, and timely reporting.
• Manage ACH setups and payment workflows, optimizing processes for efficiency and security in high-volume transactions.
• Lead the implementation and evaluation of new systems, from vendor selection to user training and performance metrics.
• Provide robust support for annual audits, both internal and external, by preparing documentation, responding to inquiries, and implementing recommendations.
• Collaborate on additional fiduciary duties, including compliance monitoring, performance reporting, and process improvements.

These responsibilities demand a blend of technical expertise and strategic thinking, making this an ideal role for fiduciaries who thrive on variety and challenge.

Required Qualifications

To excel as our Sr. Fiduciary Analyst and Portfolio Manager, candidates should bring a proven track record in financial analysis within insurance or related fields. Key qualifications include:

• A bachelor's degree in Finance, Accounting, Economics, or a related discipline; advanced degrees or certifications like CPA, CFA, or CFP are highly valued.
• At least 5-7 years of progressive experience in fiduciary analysis, portfolio management, or investment operations.
• Demonstrated expertise in trend analysis, portfolio risk analysis, and financial modeling tools such as Excel, Bloomberg, or SQL.
• Hands-on experience with account reconciliation, reserve calculations, and ACH processing in a regulated environment.
• Proven leadership in system implementations, with a focus on ERP, CRM, or treasury management software.
• Strong audit support background, including familiarity with GAAP, SOC reports, and regulatory filings.
• Exceptional communication skills for strategic advising and cross-team collaboration.
• Ability to adapt in a fast-paced startup setting while maintaining precision in high-stakes fiduciary work.

Robert Half prioritizes diverse, high-caliber talent who can hit the ground running in Denver's competitive finance landscape.

Why Join Us?

Partnering with Robert Half means accessing unparalleled career opportunities with top-tier startups. This role offers a competitive salary around $140,000 annually, plus an exceptional benefits package: remote work flexibility for optimal work-life balance, unlimited PTO to recharge, bonus potential tied to performance, 100% healthcare coverage for you and your dependents (vision and dental included), and a 401k with generous company match. Join a collaborative culture in the thriving insurance startup scene, contribute to cutting-edge projects, and grow your career in Denver, CO. SEO keywords: fiduciary analyst jobs Denver, portfolio manager careers Colorado, insurance finance roles, remote finance jobs. Apply today through Robert Half to secure your future!

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