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15 часов назад

Senior Investment Operations Analyst (Finance)

66 500 - 92 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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.

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