Nonqualified Investment Operations Analyst
Core
Process financial transactions and administer nonqualified plan accounts including corporate-owned life insurance, split-dollar life insurance, and mutual funds.
Role type
Investment Operations Analyst
Builds
Accurate financial reporting and client servicing for assigned books of business
Domain
Financial Services / Insurance / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial transaction processing, Asset and liability rebalancing, Client account administration, Microsoft Excel (advanced), Nonqualified plan administration, Data analysis, Quality control reviews
Preferred skills
Corporate-owned life insurance (COLI) expertise, Split-dollar life insurance knowledge, Metrix platform experience, Qualified benefit plan administration
Technologies
Metrix, Microsoft Excel
Responsibilities
Process asset and liability rebalancing transactions, Prepare and maintain asset and liability reporting, Serve as day-to-day client contact for insurance and fund accounts, Administer complex financial models, Perform quality-control reviews for client projects, Analyze data and escalate issues appropriately
Seniority
Mid-level, hands-on IC