Primerica Benefits Overview

Reviews mutual fund trades for suitability, completeness, and compliance with internal guidelines and securities regulations. Routes deficient trades to appropriate staff for resolution and forwards completed trades to data entry. Compiles operations statistics and performs other assigned duties. The role requires mutual fund industry knowledge, IFIC and Branch Manager credentials, strong communication and organizational skills, accuracy, attention to detail, and Microsoft Excel proficiency.

Leads enterprise demand management, portfolio prioritization, investment planning, business case governance, capacity assessment, benefits realization, and executive decision support. Oversees Portfolio Managers, evaluates initiatives based on strategic value and organizational capacity, develops investment review standards, monitors portfolio performance, and provides analytics and recommendations to optimize resource allocation and enterprise returns.

Business Analyst supporting medium-to-large software development projects across multiple departments. Responsibilities include gathering and documenting requirements, creating process models and wireframes, coordinating with business and IT stakeholders, supporting UI design, developing UAT plans, communicating project status, and escalating risks. The role requires software development environment experience, strong documentation and communication skills, knowledge of Agile and other methodologies, and proficiency with Jira, Confluence, Microsoft Office, and related process and analytics tools.