Senior Investment Operations Analyst

Job Summary

A company is looking for a Sr. Investment Operations Analyst (Remote).

Key Responsibilities

• Maintain product lineups for COLI products and fund details in the database
• Orchestrate fund changes and coordinate with internal teams and stakeholders
• Produce performance reports and provide fund analysis for the Executive Benefits market

Qualifications/Education

• Bachelor's Degree or equivalent work experience required
• 5+ years in Finance/Insurance Industry with fund experience preferred
• Advanced Microsoft Excel skills, including pivot tables and v-lookups
• Ability to read and summarize complex fund legal documents
• Proven experience with data analysis and summarization