Investment Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute asset and liability rebalancing transactions in accordance with signed client directives.

• Prepare and sustain reporting for assets and liabilities.

• Act as the primary client contact for corporate-owned life insurance and split-dollar life insurance matters.

• Address technical inquiries and fulfill ad hoc client requests.

• Complete daily service obligations and perform client-specific operational tasks.

• Manage Microsoft Excel rebalancing and premium-listing models.

• Utilize Metrix and nonqualified administration systems for client service and financial transaction processing.

• Develop and uphold client procedures and documentation.

• Engage in client team meetings and provide updates regarding assigned tasks.

• Refer requests that fall outside of applicable service agreements to management.

• Conduct quality-control reviews for client projects and service deliverables.

• Keep team members updated about client projects, servicing expectations, and any developments.

• Analyze problems, assess data, establish facts, make decisions within the scope of authority, and escalate matters as needed.

⛳️ Requirements

• Bachelor’s degree in a relevant field or equivalent pertinent experience.

• Over 3 years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field.

• State Life Insurance license or the ability to obtain one within 120 days of hire.

• Advanced skills in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models.

• Basic financial understanding and mathematical abilities.

• Excellent verbal and written communication skills for client-facing interactions.

• Strong analytical abilities and meticulous attention to detail.

• Capability to manage deadlines and work effectively both independently and collaboratively.

• Ability to identify problems, gather and analyze data, establish facts, draw conclusions, and escalate issues appropriately.

• Possession of FINRA Series 6 and Series 63 registrations.

• FINRA Fingerprinting is required.

• Candidates must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• Access to reliable high-speed internet with a wired connection and a suitable home workspace for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with company matching contributions up to 6%.

• Financial advisory services.

• Potential for a discretionary company contribution.

• Extensive investment lineup.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Paid time off program.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Reliable high-speed internet and wired connection; necessary computer equipment will be provided.