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Daley And Associates LLC
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  • Assistant Director, Policy
    Assistant Director, Policy Read Less
  • Assistant Director, Policy
    Assistant Director, Policy Read Less
  • Investment Operations Analyst We are currently seeking candidates for... Read More
    Investment Operations Analyst We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in New York, NY. The Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry. Compensation: $75,000-$85,000 base salary + bonus Location: New York, NY Work-Model: Hybrid or remote flexibility. Responsibilities: Maintain and verify cash transactions by accurately inputting data into the portfolio accounting system. Manage the flow of trade data from trading desks, ensuring settlement details are received, verified, and properly recorded. Facilitate the seamless transformation of trade information into the accounting platform and ensure timely reporting of trade details to custodians. Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements. Perform daily reconciliation of holdings and transactions across internal systems and custodian banks, ensuring discrepancies are documented and promptly resolved. Generate and distribute reconciliation reports for both internal teams and external stakeholders using a variety of system tools. Produce standard and customized (ad hoc) reports to fulfill both internal operational needs and external client or regulatory requests. Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments. Qualifications: Bachelor’s degree in Finance, Economics, or Business. 3+ years of experience in investment operations, with a strong focus on reconciliations. Proficiency with Microsoft Excel for data analysis and reporting. Solid understanding of fixed income and equity securities. Exceptional analytical thinking, problem-solving abilities, and organizational skills. Outstanding written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence. Capable of working independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment. For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com. Read Less
  • Senior Stop Loss Underwriter Location: United States (Hybrid/Remote op... Read More
    Senior Stop Loss Underwriter Location: United States (Hybrid/Remote options available) Salary Range: $85,000–$105,000 + bonus/benefits. A growing insurance organization is seeking a Senior Stop Loss Underwriter to join its expanding team. This is an exceptional opportunity to work in an entrepreneurial, collaborative environment with the stability of a larger organization. What You’ll Do Develop sound specific and aggregate stop loss pricing recommendations for prospective and inforce employer stop loss accounts Analyze large claims datasets to identify medical expense drivers prior to nurse review Partner with internal sales teams, brokers, TPAs, and clients to drive growth and implement successful plan designs Participate in the sales process by providing underwriting guidance and strategy Make independent underwriting decisions within authority limits while maintaining thorough documentation Mentor junior underwriters, analysts, and trainees Collaborate with administration to ensure audit compliance and adherence to underwriting policies Maintain a profitable book of business aligned with departmental goals What We’re Looking For Bachelor’s degree (or equivalent work experience) Minimum 5 years of experience in medical stop loss underwriting Deep knowledge of healthcare payers, plan administration, and medical service providers Strong analytical, risk management, and pricing skills Exceptional organizational, time management, and attention to detail Excellent communication and interpersonal skills, capable of collaborating with internal and external stakeholders Comfortable in a fast-paced, evolving environment Why This Role Opportunity to lead and shape underwriting decisions for a growing portfolio Work in a high-impact, entrepreneurial culture with strong leadership support Competitive compensation, bonus, and benefits package Meaningful role contributing to organizational growth and client success Interested candidates are encouraged to send their resume directly to Kyle Archer at karcher@daleyaa.com. Read Less
  • Senior Project Manager - Financial Services (Boston)  

    - Suffolk County
    Senior Project Manager We are currently seeking candidates for a Senio... Read More
    Senior Project Manager We are currently seeking candidates for a Senior Project Manager role with a highly-successful investment management firm located in Boston, MA. The Senior Project Manager will lead the execution of a complex, high-impact global program designed to accelerate the growth of the Prime Services business. The ideal candidate will have 7+ years of project management, ideally withing financial services. This is a 12-month contract position paying between $60-$70/hour (depending on experience). Responsibilities: Lead the end-to-end delivery of key initiatives driving global business growth, acting as the primary accountability partner to the Head of Prime Services. Chair steering committees and governance forums, providing regular, high-level updates to global strategy committees and other key stakeholders. Coordinate with program leads across the broader enterprise to align related projects and foster strong working relationships across different teams, locations, and disciplines. Create and maintain robust project plans, managing critical milestones, dependencies, and risks while ensuring all documentation meets Change Management Framework minimum standards. Manage diverse workstreams to define operating models and technology requirements, ensuring alignment with internal and external approval processes. Oversee the delivery of governance and oversight programs required for new business launches, ensuring full regulatory compliance and securing necessary product launch approvals. Actively drive project execution by challenging working group members on their deliverables to ensure timeline and quality targets are met. Qualifications: Bachelor’s degree required; MBA is preferred. 10+ years of project/program management experience, specifically driving enterprise-level, cross-functional initiatives. 7-10 years of experience acting as a Senior PM within Equity Finance, Prime Brokerage, Synthetics, or Equity Derivatives is highly desirable. Thorough understanding of modern project management techniques and frameworks (e.g., Agile, SCRUM). Exceptional verbal and written communication skills, with the ability to distill complex concepts into clear summaries for diverse audiences. Proven ability to influence senior-level stakeholders and manage complex, multi-workstream programs toward a common goal. Ability to perform under pressure with a high degree of attention to detail. Strong presentation and reporting skills, capable of delivering insights to executive leadership. For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com. Read Less
  • Senior Investment Operations Analyst - Investment Management We are cu... Read More
    Senior Investment Operations Analyst - Investment Management We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry. This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY. Responsibilities: Maintain and validate cash transactions through accurate data entry in the portfolio accounting system. Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded. Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians. Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting. Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies. Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools. Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements. Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments. Qualifications: Bachelor’s degree in Finance, Economics, or Business. 3+ years of experience in investment operations, with a strong focus on reconciliations. Proficiency with Microsoft Excel for data analysis and reporting. Solid understanding of fixed income and equity securities. Strong analytical thinking, problem-solving abilities, and organizational skills. Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence. Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment. If you are interested in learning more about this opportunity, please send your resume to ociviello@daleyaa.com. Read Less
  • Assistant Director, Policy
    Assistant Director, Policy Read Less
  • Assistant Director, Policy
    Assistant Director, Policy Read Less
  • Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Har... Read More
    Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Hartford, CT Area) A growing insurance organization based in Hartford, CT is looking to add an experienced Underwriting Program Manager to oversee a dedicated block of Specific and Aggregate Stop Loss business. This is a key leadership role with ownership over pricing strategy and underwriting results, offering the opportunity to make a real impact within a collaborative, entrepreneurial environment. The position can be fully remote, with a hybrid option (2 days onsite) for candidates located within 50 miles of Hartford. Compensation: $130,000–$160,000 base salary Responsibilities: Evaluate case information and risk factors to develop competitive and sound pricing recommendations for both new and in-force Specific and Aggregate Stop Loss accounts, in alignment with underwriting guidelines. Review large claim data in advance of clinical review to identify potential high-risk drivers and determine appropriate next steps. Build and maintain strong working relationships with sales partners, brokers, TPAs, underwriters, and other internal and external stakeholders. Advise clients and partners on stop loss structures and plan design considerations to ensure appropriate risk protection. Partner with the sales team throughout the quoting process to help position proposals competitively and strategically. Exercise independent underwriting authority while ensuring complete and accurate file documentation. Analyze submissions that fall outside standard guidelines and prepare well-supported exception recommendations for senior leadership review. Present clear risk assessments, financial impact analysis, and strategic rationale to support executive decision-making. Review, approve, or decline cases within authority, while offering guidance and alternative structuring recommendations to team members. Oversee assigned program workflow to ensure timely turnaround and balanced distribution of work across underwriting staff. Identify and evaluate key medical cost drivers impacting both new business and renewal accounts. Provide input to senior leadership on enhancements to underwriting guidelines, policies, and best practices. Mentor and develop underwriting team members to strengthen technical expertise, risk evaluation skills, and overall performance. Deliver ongoing coaching and structured feedback to drive consistent service standards and productivity. Partner with administrative teams to ensure documentation supports audit readiness and compliance requirements. Manage the portfolio to achieve targeted profitability and performance objectives. Qualifications: Knowledge and understanding of healthcare payers, health plan administration, and medical service providers. Bachelor’s degree or equivalent industry experience 10+ years of medical stop loss underwriting experience Prior leadership experience (3+ years managing or mentoring underwriters preferred) Strong knowledge of stop loss pricing, risk evaluation, and healthcare cost drivers Proven ability to lead teams while partnering effectively with sales and external stakeholders Strong analytical and decision-making skills Highly organized with the ability to thrive in a fast-paced setting What’s Offered Competitive base salary Employer-paid health insurance 401(k) with company match Flexible remote or hybrid work options For immediate consideration, please email your resume to Ellie Boyd at eboyd@daleyaa.com. Read Less
  • Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Har... Read More
    Underwriting Program Manager – Stop Loss (Fully Remote or Hybrid – Hartford, CT Area) A growing insurance organization based in Hartford, CT is looking to add an experienced Underwriting Program Manager to oversee a dedicated block of Specific and Aggregate Stop Loss business. This is a key leadership role with ownership over pricing strategy and underwriting results, offering the opportunity to make a real impact within a collaborative, entrepreneurial environment. The position can be fully remote, with a hybrid option (2 days onsite) for candidates located within 50 miles of Hartford. Compensation: $130,000–$160,000 base salary Responsibilities: Evaluate case information and risk factors to develop competitive and sound pricing recommendations for both new and in-force Specific and Aggregate Stop Loss accounts, in alignment with underwriting guidelines. Review large claim data in advance of clinical review to identify potential high-risk drivers and determine appropriate next steps. Build and maintain strong working relationships with sales partners, brokers, TPAs, underwriters, and other internal and external stakeholders. Advise clients and partners on stop loss structures and plan design considerations to ensure appropriate risk protection. Partner with the sales team throughout the quoting process to help position proposals competitively and strategically. Exercise independent underwriting authority while ensuring complete and accurate file documentation. Analyze submissions that fall outside standard guidelines and prepare well-supported exception recommendations for senior leadership review. Present clear risk assessments, financial impact analysis, and strategic rationale to support executive decision-making. Review, approve, or decline cases within authority, while offering guidance and alternative structuring recommendations to team members. Oversee assigned program workflow to ensure timely turnaround and balanced distribution of work across underwriting staff. Identify and evaluate key medical cost drivers impacting both new business and renewal accounts. Provide input to senior leadership on enhancements to underwriting guidelines, policies, and best practices. Mentor and develop underwriting team members to strengthen technical expertise, risk evaluation skills, and overall performance. Deliver ongoing coaching and structured feedback to drive consistent service standards and productivity. Partner with administrative teams to ensure documentation supports audit readiness and compliance requirements. Manage the portfolio to achieve targeted profitability and performance objectives. Qualifications: Knowledge and understanding of healthcare payers, health plan administration, and medical service providers. Bachelor’s degree or equivalent industry experience 10+ years of medical stop loss underwriting experience Prior leadership experience (3+ years managing or mentoring underwriters preferred) Strong knowledge of stop loss pricing, risk evaluation, and healthcare cost drivers Proven ability to lead teams while partnering effectively with sales and external stakeholders Strong analytical and decision-making skills Highly organized with the ability to thrive in a fast-paced setting What’s Offered Competitive base salary Employer-paid health insurance 401(k) with company match Flexible remote or hybrid work options For immediate consideration, please email your resume to Ellie Boyd at eboyd@daleyaa.com. Read Less

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