Lead Middle Office Analyst

5 days ago

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Experience the power of collaborative thinking.

Life Insurance • Annuities • Retirement Planning • Wealth Transfer

501 - 1000

Description

•Support all trade lifecycle events for Investment portfolios •Direct production tasks and ad-hoc requests •Act as subject matter expert for investment operations •Lead implementation of investment onboarding procedures •Review Security Master daily (SMF) data for new investments •Prioritize and direct daily production tasks •Proactively seek opportunities to improve efficiency •Liaise with primary custodian for operational responsibilities •Lead quarterly valuation process for private placement and mortgage loans •Responsible for reconciliation and reporting oversight for Investment portfolios •Develop monthly metrics to identify trends in production •Analyze and execute complex and non-routine deliverables •Train all new team members and ensure cross-training

Requirements

•Bachelor’s Degree in Finance, Economics, Accounting or Business •MBA, CFA, or CPA preferred •5-7 years’ relevant experience; Asset Management and/or Insurance experience required •Advanced understanding of Fixed Income securities and the process through which they are entered into a Trade Management and/or Accounting system •Advanced skills within Microsoft office applications •Proficient use of Bloomberg terminal, specifically for pricing and Middle Office functions •Excellent analytical skills required •Business Intelligence experience preferred •Experience with Clearwater Analytics preferred