15 часов назад
Senior Investment Operations Analyst (Finance)
66 500 - 92 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Operations Analyst (Finance): Managing investment reporting, data quality, and portfolio support for fixed income, equity, and derivative investments with an accent on advanced Excel analysis, stakeholder reporting, and middle-office operations. Focus on integrating Bloomberg data, improving and automating reporting processes with AI tools, and coordinating collateral and portfolio operations.
Location: Remote
Salary: $66,500–$92,000 per year, commensurate with experience and location.
Company
is a publicly traded insurance and financial services company serving more than 4,100 school districts nationwide and managing over $12 billion in assets.
What you will do
- Create and maintain Excel spreadsheets for investment analysis and reporting.
- Prepare daily, weekly, executive, Board, rating agency, and regulatory investment reports.
- Analyze fixed income, equity, and derivative data, including trades and unrealized gain/loss positions.
- Integrate third-party data sources such as Bloomberg and Bloomberg API into reporting workflows.
- Improve and automate processes, including the appropriate use of AI tools under company governance requirements.
- Support portfolio operations and manage collateral for the Federal Home Loan Bank spread investment program and state-required deposits.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- 3–5 years of relevant experience; insurance investment or middle-office experience is preferred.
- Advanced Excel proficiency, including XLOOKUP, SUMIFS, aggregation formulas, PivotTables, chart and table construction, and reconciliation of large datasets.
- Strong PowerPoint, data visualization, analytical, organizational, and communication skills.
- Ability to collaborate across multiple teams, manage competing priorities, solve complex problems independently, and meet deadlines.
Nice to have
- Bloomberg and Bloomberg API experience.
- Insurance investment or middle-office experience.
Culture & Benefits
- Work within the Middle Office team reporting to the Chief Investment Officer.
- Collaborate with Investment Accounting, external managers, custodians, vendors, senior management, regulators, and rating agencies.
- Support investment activities across fixed income, equity, and derivative portfolios.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
19 часов назад
Senior Sales Compensation Analyst
115 000 - 140 000$
3 дня назад
Treasury Analyst (AI)
115 900 - 152 100$
3 дня назад
Senior Analyst, Investment Management (Real Estate)
90 000 - 115 000$
2 дня назад
Senior Financial Analyst
75 000 - 85 000$
6 дней назад
Senior Associate, Financial Planning & Analysis (Fintech)
92 400 - 132 000$
4 дня назад
Global Opex Finance Manager
90 750 - 188 750$