Join Our Team
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.
About this Position
Position assists the Assistant Treasurer with the management, monitoring, and compliance of Primerica's Investment Portfolio. The position will primarily focus on testing and documenting investment portfolio controls, performing monthly and quarterly investment portfolio analysis and reporting, and assisting with other Treasury-related accounting, control, and analysis.
This is a hybrid position.
The estimated salary range for this role is: 80K-90K
Responsibilities & Qualifications
- Support Assistant Treasurer by understanding Investment market dynamics and their impact on our Investment portfolio. Assist as needed with budgeting and forecasting Net Investment Income and investment related expenses. Provide analysis and reporting for the invested asset portfolio. Compute and analyze Net Investment Income, Purchase Yields, and/or other investment related balances and ratios. Support on portfolio disclosures/discussion for 10Q/10K/Earnings Releases/Financial Supplement, etc.
- Assist Assistant Treasurer with compiling Investment portfolio detail and other requests for management, shareholders, auditors, and rating agencies. Prepare quarterly Financial Supplement detail, assist with regulatory filings including 10K/Q Footnotes, and annual rating agency submissions.
- Support Assistant Treasurer with investment control process documents ("Narratives") to reflect current investment procedures and significant risk mitigating controls. Execute, test, and document applicable SOX Controls. Solicit and review SOC 1 reports of Outside Service Providers for potential control deficiencies and 'qualified' reports. Obtain and confirm Pricing Methodology support for primary and secondary Investment Pricing providers at least semi-annually. Identify and resolve control weaknesses found within Investments and Treasury.
- As needed, provide assistance to the AVP Cash Management with analytical/project work or cash management coverage.
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration or related discipline
- 4-5 years with Corporate Finance, GAAP Financial Reporting, or Fixed Income investments
- Intermediate to advanced MS Excel proficiency. MS Excel responsibilities would include financial data extraction from reporting system, pivot table creation, and on-time delivery of various financial schedules.
- MS Word based memorandums are routinely crafted and submitted to upper management and auditors.
- Excellent organizational skills, effective time-management, and attention to detail are critical to success.
- Excellent independent, interpersonal, and problem-solving skills but understands when to escalate.
- FINRA Series 6 preferred but not required
#LI-ND1
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
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Day one health, dental, and vision insurance
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401(k) Plan with competitive employer match
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Vacation, sick, holiday and volunteer time off
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Life and disability insurance
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Flexible Spending Account & Health Savings Account
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Professional development
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Tuition reimbursement
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Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Top Skills
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."
Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
