Sr Investment Operations Analyst

Responsibilities

• Create and maintain Excel spreadsheets to support investment analysis and reporting
• Generate investment reporting for diverse internal and external stakeholders including executive committees and the Board of Directors
• Produce daily and weekly reports including fixed income trades and unrealized gain/loss positions
• Identify opportunities to improve and automate processes including incorporating AI tools where appropriate and consistent with Company governance requirements
• Integrate third-party data sources such as Bloomberg into data analysis and reporting for fixed income, equity securities and derivatives
• Support investment portfolio operations in coordination with Investment Accounting, external managers, custodians and vendors
• Manage collateral operations in support of the Company’s Federal Home Loan Bank (FHLB) spread investment program and state-required deposits
• Compile and organize investment data in Excel for annual rating agency surveys
• Other duties as assigned

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• 3-5 years relevant experience, insurance investment/middle office experience preferred
• Candidate must be proficient in Excel including XLOOKUP, SUMIFS, aggregation formulas, PivotTables, chart/table construction and reconciliation of large datasets
• Strong PowerPoint and data visualization skills
• Strong analytical skills and attention to detail
• Effective collaboration across multiple teams
• Professional communication and organizational skills
• Able to manage multiple tasks and meet deadlines in a fast-paced environment
• Bloomberg and Bloomberg API experience preferred

Pay

$66,500.00 - $92,000.00 Salary is commensurate to experience, location, etc.