Treasury & Finance Analyst (Jm&A Group)

The Treasury Analyst supports the management of JM&A Group's investment portfolios, cash and liquidity strategy, capital optimization initiatives, and treasury operations across multiple regulated and non-regulated entities. This role plays a key part in strengthening investment governance, enhancing liquidity visibility, supporting ALM and statutory requirements, and driving long-term financial performance for the organization. The Treasury Analyst will collaborate closely with Finance, Accounting, Actuarial, CIO/Co-CIO partners, investment managers, and internal leadership.

Key Responsibilities

Investment & Portfolio Management Support

• Assist in monitoring JM&A Group's investment portfolios

• Support performance attribution, investment return analysis, benchmark comparisons, and trend reporting.

• Prepare materials and analysis for the Investment Committee, including dashboards, compliance reporting, and market insights.

• Partner with external investment managers to support asset allocation, liquidity modeling, ALM reviews, and strategic recommendations.

Treasury Operations & Liquidity Management

• Maintain and enhance daily, weekly, and monthly liquidity reporting across JM&A, FWS, and CIC pools.

• Support short-term cash positioning, cash forecasting, and analysis of intercompany settlements.

• Assist in evaluating FHLB capacity, collateral usage, and contingent liquidity planning.

• Help develop and maintain treasury models for cash flow forecasting, duration positioning, and liquidity stress testing.

Capital Allocation & Surplus Optimization

• Contribute to capital efficiency initiatives including dividend policy development, excess surplus investment strategy, and AM Best / RBC considerations.

• Support analysis of equity levels across entities and development of recommendations to optimize surplus, ROE, and capital deployment.

• Assist in monitoring FTP-CLIP financial impacts, capital requirements, and reserve implications.

Governance, Policy, and Regulatory Support

• Assist in the administration and documentation of Investment Committee governance, including policies, minutes, compliance logs, and charters.

• Support statutory and GAAP reporting requirements related to investments, surplus, liquidity, and capital.

• Ensure adherence to investment policies, guidelines, and risk limits across entities.

Analytics, Modeling & Reporting

• Build and maintain treasury and investment models in Excel, Power BI, or other tools.

• Analyze yield, duration, book value changes, realized/unrealized gains, and investment income trends.

• Prepare executive-ready presentations that translate complex financial data into clear insights for leadership.

Qualifications

Required

• Bachelor's degree in Finance, Economics, Accounting, Business, Engineering or related field.

• Strong analytical and financial modeling skills.

• Advanced proficiency in Excel; familiarity with Power BI or similar tools preferred.

• Strong communication skills with the ability to present financial concepts clearly.

• Detail-oriented with strong organizational and documentation skills.

Preferred

• 1-3 years of experience in treasury, investments, corporate finance, insurance finance, or asset management.

• Knowledge of fixed income, asset allocation, ALM, and investment performance concepts.

• Familiarity with statutory insurance concepts (RBC, BCAR, surplus, unearned premium, reserves).

• Experience supporting investment committees or governance frameworks.

• MBA, CPA, CFA, or progress toward similar credentials a plus.

#Hybrid

#LI-NK1

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.