The Travelers Companies, Inc

Senior Financial Analyst - Investment Operations and Finance

The Travelers Companies, Inc$73K — $122K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field or equivalent work experience.
  • 3–5 years of relevant experience in finance, investments, corporate finance, capital markets, or analytical roles.
  • Strong financial modeling and quantitative analysis skills, particularly in Excel or similar tools.
  • Experience in insurance, asset management, banking, or financial services preferred.
  • Understanding of GAAP and/or statutory accounting for investments is preferred.

Responsibilities

  • Support analysis of invested asset portfolios across multiple asset classes.
  • Prepare and analyze periodic investment results and management reports for senior leaders.
  • Assist with forecasting of investment income, capital impacts, and balance sheet effects.
  • Develop and maintain financial models for evaluating investment strategies and capital deployment.
  • Partner with various stakeholders to ensure data accuracy and resolve discrepancies.

Benefits

  • Health Insurance starting from day one for employees and eligible family members.
  • 401(k) matching contributions dollar-for-dollar up to 5% of eligible pay, plus student loan payment assistance.
  • Minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Access to a comprehensive wellness program including mental health resources.
  • Encouragement and programs for community involvement and volunteerism.
Full Job Description
Job Category
Finance and Accounting

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range
$73,900.00 - $122,000.00

Target Openings
1

What Is the Opportunity?
Travelers' Financial Analysis and Investment Reporting team is a specialized group within Investment Operations focused on delivering high‑quality financial analytics and reporting for the company’s $100+ billion investment portfolios. The team is responsible for portfolio performance and risk analysis, investment income forecasting, and numerous investment‑related financial reporting requirements under GAAP and STAT and other accounting requirements.statutory bases. Team members partner closely with senior leaders in Investments and Finance to provide clear, actionable insights on asset allocation, returns, and capital impacts, and to support key governance forums such as Management Committee and Board meetings.

The Senior Financial Analyst is a key member of Financial Analysis & Investment Reporting team supporting the management and oversight of the company’s insurance investment portfolios. This role provides financial analysis, reporting, and decision support across multiple asset classes (e.g., public and private fixed income, equities, alternatives, and cash), and partners closely with Investments, Treasury, Corporate Finance, Accounting, and other stakeholders groups within Travelers.

The Senior Financial Analyst will support portfolio performance and risk analysis, capital and liquidity planning, and investment-related financial reporting, helping ensure ensuring that investment strategies align with enterprise financial objectives and regulatory requirements.What Will You Do?
  • Support analysis of the company’s invested asset portfolios, including asset allocation, yield, total return, and risk metrics across multiple asset classes.
  • Prepare and analyze periodic investment results and management reporting (e.g., monthly/quarterly dashboards, variance analyses, and commentary) for senior leaders in Investments and Finance.
  • Assist with forecasting and planning of investment income, realized gains/losses, and other key P&L and balance sheet impacts, in coordination with Corporate Finance and FP&A.
  • Develop and maintain models to evaluate investment strategies, capital deployment, and portfolio repositioning scenarios (e.g., reinvestment analyses, duration and liquidity impacts).
  • Partner with Investment Operations, Accounting, and Portfolio managers to understand transaction activity, valuations, and data quality; reconcile variances and resolve issues as needed.
  • Support investment-related components of statutory (STAT), and GAAP financial reporting, including schedules, disclosures, and internal analyses related to invested assets.
  • Contribute to development and maintenance of investment reporting tools, standard templates, and automated processes, working closely with Technology and Data teams as appropriate.
  • Prepare materials and analyses for internal governance forums and senior management (e.g., Management Committee, Board meetings).
  • Follow internal controls and documentation standards to support SOX, audit, and compliance requirements.
  • Other duties as assigned.
What Will Our Ideal Candidate Have?
  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.
  • 3–5 years of relevant experience in finance, investments, corporate finance, capital markets, or related analytical roles.
  • Strong financial modeling and quantitative analysis skills; ability to build and maintain models in Excel or similar tools.
  • Ability to manage and interpret large data sets, identify trends, and translate analytic output into clear business insights.
  • Experience in insurance, asset management, banking, or other financial services environment preferred.
  • Familiarity with insurance company invested assets and balance sheets, including fixed income securities; exposure to other asset classes (equities, private placements, private credit, alternatives) strongly preferred.
  • Understanding of core finance and investment concepts, such as time value of money, duration, yield curves, risk/return, capital structure, and discounted cash flow.
  • Working knowledge of GAAP and/or statutory accounting for investments is preferred.
  • Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., , Essbase, Hyperion, COGNOS, Bloomberg,  etc.)
  • Ability to handle multiple projects with shifting priorities.  Adjust to ad-hoc requests.
  • Progress toward or interest in professional designations (e.g., CFA, CPA, FRM) is a plus.

What is a Must Have?
  • Two years of finance, financial planning, accounting, or related experience.

What Is in It for You?
  • Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
  • Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

About The Travelers Companies, Inc

Travelers is an insurance leader, committed to keeping pace with the ever-changing needs of their customers and anticipating their needs for the future. There is no stronger testament to their dedication to protecting customers from loss than their continued innovation and ability to transform their industry. In fact, from the first-ever auto and space travel policies and hybrid car discount, to the 2009 founding of The Travelers Institute for public policy, their history of advancements has propelled their company—and their industry—towards ever higher standards for customers. Travelers is a company that works hard at the science of what they do: they analyze information, process perspectives and measure results to create the best combination of products and services. They work equally hard at customer service and how they interact with the people whom they do business. Over the years, they've strived to earn their customer's loyalty by continually improving their abilities to listen and respond to their needs.

The Travelers Companies, Inc Careers

Join the vibrant team at The Travelers Companies, Inc, a leader in the insurance industry, and propel your career to new heights with a company known for its commitment to innovation, leadership, and professional growth.

Explore Job Opportunities and Growth

At The Travelers Companies, Inc, we offer a plethora of job opportunities that cater to a variety of skills and professional interests. Whether you're seeking a position in management, customer service, underwriting, or IT, we have a place for you. Our commitment to professional growth means we provide unparalleled career advancement tools and leadership training to help you climb the ladder of success.

Internship Programs: A Gateway to Employment

Kickstart your career with our dynamic internship programs. These opportunities are designed not just to teach, but to challenge and expand your understanding of the industry. Internships at Travelers are a perfect way to enhance your resume and gain valuable real-world experience, making you a competitive candidate for future employment.

Culture and Benefits

At The Travelers Companies, Inc, we pride ourselves on a culture that fosters diversity, networking, and innovation. Our team is our family, and we support each other's professional and personal growth. The benefits at Travelers are comprehensive, designed to meet the diverse needs of our employees, including health, wellness, and continuous education.

Hiring Process: What to Expect

Our hiring process is straightforward and transparent, designed to find passionate, curious, and solution-driven team players. From the initial application and resume submission to the interview, we ensure that every candidate is treated with respect and given a fair chance to demonstrate their capabilities.

Career Development and Training

We believe in nurturing talent and providing our team with the tools they need to succeed. Our career development programs include professional training, diversity training, and skills enhancement workshops. These resources are tailored to foster innovation and empower our employees with the latest industry knowledge and best practices.

Join Our Team

Are you ready to explore the exciting career opportunities at The Travelers Companies, Inc? Search open positions that match your skills and interests. We are always looking for individuals who are driven to innovate and lead.

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Explore Careers at The Travelers Companies, Inc

Embark on a journey of growth, opportunity, and excellence. At The Travelers Companies, Inc, your career is just beginning. Join us and make a difference in a company that values leadership, diversity, and forward-thinking.
Learn more about The Travelers Companies, Inc
Size
30,800 employees
Market Cap
$44.1 billion
Industry
Net Income
$2.6 billion
Founded
1853
5 Year Trend
+4.7%
Revenue
$32 billion
NASDAQ

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