An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
Sr Investment Operations Analyst Horace Mann - 3.1 Springfield, IL Job Details $66,500 - $92,000 a year 1 hour ago Qualifications Cross-functional communication
Full Job Description Title:
Sr.
Investment Operations Analyst Location:
Remote Position Summary The Sr. Investment Operations Analyst supports investment reporting, risk and compliance activities, and the day-to-day administration of the investment portfolio. This role serves as a key contact for investment data and operational requests, monitors investment activity, and supports reporting and documentation across public and private investments. Key Responsibilities Execute investment reporting activities related to risk and compliance management of investment holdings. Serve as a primary contact for investment data requests and resolution of operational issues. Compile data for Board and Investment & Finance (I&F) reporting, including bond and derivative spread monitoring. Review daily trade reports, unsettled trades, unrealized gain/loss reports, watchlists, public asset valuations, Bloomberg ratings, and other investment reports. Support monitoring of National Association of Insurance Commissioners (NAIC) pronouncements and related investment requirements. Assist with private asset pricing and valuation activities. Coordinate documentation and communications related to investment subscription agreements. Provide operational and administrative support for alternative investments, commercial mortgage loans (CMLs), derivatives, and other investment activities. Maintain and enhance front- and middle-office procedures to support SOX compliance, disaster recovery requirements, and continuous process improvement. Partner with investment managers, vendors, and internal stakeholders to ensure accurate and timely investment information. Qualifications Bachelor's degree, preferably in Accounting, Finance, Business, or a related field. Relevant investment operations or investment management experience may be considered in lieu of a business-related degree. 3-5 years of experience in operations, investment operations, or investment management. Strong analytical, organizational, and problem-solving skills. Ability to manage multiple priorities while maintaining accuracy and attention to detail. Strong communication skills and ability to work effectively with internal and external partners.
Salary Range :
$66,500.00 - $92,000.00 Salary is commensurate to experience, location, etc. Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy