State Licensed Investment Operations Analyst

Job Summary

Responsible for day-to-day financial transactions for an assigned book of business, the full-time remote Nonqualified Investment Operations Analyst will process asset and liability transactions, maintain reporting, and serve as a client contact for corporate-owned life insurance and split-dollar life insurance.

Key responsibilities

• Process asset and liability rebalancing transactions in accordance with client directives
• Prepare and maintain asset and liability reporting while serving as a day-to-day client contact
• Administer complex Microsoft Excel models and utilize nonqualified administration systems for financial transaction processing

Required qualifications

• Bachelor's degree in a related field or equivalent relevant experience
• 3+ years of relevant experience in investment operations, nonqualified plan administration, or financial services
• State Life Insurance license or ability to obtain within 120 days of hire
• Advanced proficiency in Microsoft Excel, including financial and rebalancing models
• FINRA Series 6 and Series 63 registrations required