Treasury & Finance Analyst (JM&A Group)

JM Family•Deerfield Beach, FL

25d•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.
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.