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Policy Analyst

Location: Bethesda, MD
Job Code: MLF-PA
# of openings: 1


MLF LexServ, located in Bethesda, MD, is an independent joint venture between Maple Life Financial and Cantor Fitzgerald. Our company provides a full-range of portfolio servicing options to investment banks, lending institutions, hedge funds, and private equity groups engaged in the secondary life insurance market. We provide our clients with post-acquisition administrative and asset management services.

In response to the continued and steady growth of our business, we are seeking an analytical individual to join our Policy Analysis team. This position provides an exciting employment opportunity for self-motivated individuals to help shape the ongoing development of our organization.

The Policy Analyst is responsible for analyzing life insurance products and determining individual life insurance policy premium and loan payments, utilizing mathematical and analytical skills. Reporting directly to the Manager of Policy & Portfolio Analysis, the Policy Analyst works to ensure that our clients’ life insurance policies are optimized to maximize our client’s return on investment.


  • Analyze life insurance products in order to estimate and project the most efficient options for ongoing cash outflows.
  • Utilize actuarial tools and product knowledge to develop premium and loan payment schedules which maximize the return on investment for each insurance product and policy.
  • Occasionally communicate with clients to explain insurance products and the financial impact of different payment options.
  • Contribute to ongoing development and enhancement of actuarial and productivity tools.
  • Assist in mark to model portfolio analysis and valuation.
  • Work in a team environment, assist peers with projects when necessary, and participate in team training activities.


  • Bachelor’s Degree in Finance, Statistics, or actuarial studies or other equivalent degrees with a strong background in math and analytical thinking.
  • Life Insurance experience is a plus, but not required.
  • 2 years minimum experience in a related field.
  • Proficiency with Microsoft Excel.
  • Attention to detail with strong analytical and problem solving skills.
  • Strong oral & written communication skills to correspond with parties at various levels.

We are conveniently located in downtown Bethesda, walking distance from the metro. MLF LexServ offers a comprehensive benefits package to include medical, dental, vision, life and disability, a 401k plan, paid parking/metro, three weeks’ vacation, and fitness club membership reimbursement.

For immediate consideration please submit your resume, cover letter, and copy of transcripts (including GPA).

Phone calls and emails regarding this job posting are not accepted.

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