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Investments FP&A Manager – Insurance Portfolio & NII

Job in Morrisville, Wake County, North Carolina, 27560, USA
Listing for: Oliver James Associates Ltd.
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A growing financial services company is seeking an FP&A Manager focused on Investments in Morrisville, NC. This role requires oversight of forecasting, budgeting, and investment analytics, with a strong emphasis on Net Investment Income and performance metrics. The ideal candidate will have over 5 years of experience in investment analytics, advanced financial modeling skills, and a relevant degree (MBA or CFA preferred).

This position offers an opportunity to influence investment strategy and profitability.
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