Associate, Investment Operations
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Associate, Investment Operations (Finance): Providing essential day-to-day operational support to the investment team with an accent on trade settlement, data reconciliation, and compliance monitoring. Focus on ensuring accurate processing, maintaining investment databases, and supporting month-end close activities within a high-performing insurance environment.
Location: Must be based in or able to commute to Farmington, Connecticut (Hybrid)
Salary: $76,000 - $98,000 USD/Yr
Company
is a midsized U.S. domestic property and casualty insurance company with nearly 100 years of consistent financial performance.
What you will do
- Oversee trade processing and settlement, including recording trades and resolving discrepancies with brokers.
- Maintain custody records for private placements and non-standard assets.
- Coordinate counterparty onboarding, including KYC and subscription documentation.
- Support month-end investment close activities and assist with tie-outs of cash and positions.
- Prepare quarter-end investment reporting for the Investment and Finance Committees.
- Monitor portfolio-level compliance with internal policies and regulatory requirements.
Requirements
- Must be authorized to work in the United States
- College degree in finance, accounting, business, or economics preferred.
- 1-3 years of relevant work experience in a business environment.
- Proficiency with Microsoft Office applications.
- Strong analytical, critical thinking, and organizational skills.
- Ability to manage multiple workstreams with competing deadlines.
Culture & Benefits
- Comprehensive health care plans and retirement savings plan with company match.
- 20 days of paid time off.
- Discounted Employee Stock Purchase Program.
- Tuition assistance and reimbursement programs.
- Commitment to a diverse, inclusive, and high-performing team culture.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →