What are the responsibilities and job description for the Investment Reporting and Compliance Analyst (Hybrid) position at Intact Insurance Specialty Solutions?
Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community.
Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.
Who We Are
At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups.
Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following opportunity is for our U.S. team.
The opportunity
We currently have an opportunity for an Investment Reporting and Compliance Analyst to join our Intact Investment Management team based in our Plymouth, MN office on a hybrid schedule. Are you ready to take your finance career to the next level with a role that offers diverse exposure, strategic impact, and cross-functional collaboration. The Investment Reporting & Compliance Analyst is a shared position supporting both Intact Investment Management-US (IIM-US) and Financial Reporting & Analysis (FRA) unit, within Intact US insurance operations. This unique opportunity allows you to work across two high-performing teams, reporting to the Chief Financial Officer for IIM and the Sr. Finance Manager within FRA. You’ll play a key role in investment compliance, reporting, and financial analysis—making a real difference in how we manage and communicate our financial strategies.
How You’ll Spend Your Time
Why choose Intact
We live our Values: We are committed to acting with the highest of ethical standards through our five core values: integrity, respect, customer driven, excellence and social responsibility.
Our commitment to Diversity: Founded in our values, we see diversity as a strength and aspire to create an environment where everyone can be themselves, grow and succeed. Together, we will stand up for what’s right to build an inclusive society.
Manage your Time: What you accomplish matters more than hours in the office. We are committed to creating a positive and supportive environment in which you perform your best. Our Time-Off and Flexible Work Arrangement options help foster a healthy work-life balance.
Check out our Glassdoor reviews to see why people love working for Intact!
Our promise to you
Our Values are foundational to our success at Intact. You’ll make a difference every day when you live our Values, do your best work, are open to change, and invest in yourself.
In return, we promise you support, opportunities and performance-led financial rewards in a flexible work environment where you can:
At Intact Insurance Specialty Solutions we are experts at what we do. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Today, we help protect over a dozen industries with tailored coverages and services.
Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.
Who We Are
At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups.
Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following opportunity is for our U.S. team.
The opportunity
We currently have an opportunity for an Investment Reporting and Compliance Analyst to join our Intact Investment Management team based in our Plymouth, MN office on a hybrid schedule. Are you ready to take your finance career to the next level with a role that offers diverse exposure, strategic impact, and cross-functional collaboration. The Investment Reporting & Compliance Analyst is a shared position supporting both Intact Investment Management-US (IIM-US) and Financial Reporting & Analysis (FRA) unit, within Intact US insurance operations. This unique opportunity allows you to work across two high-performing teams, reporting to the Chief Financial Officer for IIM and the Sr. Finance Manager within FRA. You’ll play a key role in investment compliance, reporting, and financial analysis—making a real difference in how we manage and communicate our financial strategies.
How You’ll Spend Your Time
- 50% IIM Focus: Lead investment compliance oversight, reporting, and support for quarterly board materials and regulatory filings.
- 50% FRA Focus: Support Claims Finance, helping streamline operations and enabling more focused attention on Claims Finance.
- Oversee compliance for fixed income mandates and personal trading policies
- Prepare monthly/quarterly investment strategy and performance reports
- Support quarterly board meeting prep and regulatory filings
- Maintain business continuity and disaster recovery plans
- Act as US Administrator for ACA Compliance Management Systems Software
- Contribute to budget planning and ad hoc financial analysis
- Prepare monthly internal Claims expense reporting and analysis packages
- Coordinate with Claims leaders to provide analysis of monthly results versus prior year and budget
- Manage aspects of the annual planning and interim forecasting processes by creating project plans and facilitating status meetings
- Oversee Claims expense allocation methodology and work with Claims leaders to ensure the allocation outcome is consistent with expectations
- Bachelor’s degree required
- 3–5 years of experience in financial reporting and analysis
- Basic accounting knowledge; insurance and compliance experience a plus
- Strong analytical, organizational, and communication skills
- Under limited supervision, able to perform work of high complexity
- Proficiency in Microsoft Office and ability to manage confidential data
- Comprehensive medical, dental and vision insurance with no waiting period
- Competitive paid time off programs
- 401(k) savings and annual contributions of up to 12% of annual salary
- Mental health support programs, life and disability insurance, paid parental leave and a variety of additional voluntary benefits
Why choose Intact
We live our Values: We are committed to acting with the highest of ethical standards through our five core values: integrity, respect, customer driven, excellence and social responsibility.
Our commitment to Diversity: Founded in our values, we see diversity as a strength and aspire to create an environment where everyone can be themselves, grow and succeed. Together, we will stand up for what’s right to build an inclusive society.
Manage your Time: What you accomplish matters more than hours in the office. We are committed to creating a positive and supportive environment in which you perform your best. Our Time-Off and Flexible Work Arrangement options help foster a healthy work-life balance.
Check out our Glassdoor reviews to see why people love working for Intact!
Our promise to you
Our Values are foundational to our success at Intact. You’ll make a difference every day when you live our Values, do your best work, are open to change, and invest in yourself.
In return, we promise you support, opportunities and performance-led financial rewards in a flexible work environment where you can:
- Shape the future: Help us lead an insurance transformation to better protect people, businesses and society.
- Win as a team: Collaborate with inspiring people to do your best work every day and together, stand up for what is right.
- Grow with us: Refresh and reinvent your skills, learn from our diverse teams, lift others up, and grow.
At Intact Insurance Specialty Solutions we are experts at what we do. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Today, we help protect over a dozen industries with tailored coverages and services.
Salary : $69,000 - $102,000
