Investment Operations Analyst
Core
Support the Fixed Income Investments team by ensuring accuracy, efficiency, and integrity of investment operations through reporting, transaction execution, and compliance.
Role type
Investment Operations Analyst
Builds
Fixed income reports, presentations, and secure record-keeping systems for investment committees and stakeholders.
Domain
Insurance and Reinsurance / Fixed Income Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Fixed income reporting, cash and security transaction execution, regulatory compliance monitoring, investment document management, stakeholder communication, data entry and automation support, risk system maintenance, policy distribution
Preferred skills
Experience in (re)insurance or investment industry, knowledge of professional designations (CFA, CA, CPA), advanced Microsoft Office proficiency (PowerPoint, Excel), AI platform familiarity
Technologies
MS Office, AI-enabled platforms, risk systems
Responsibilities
Prepare and format fixed income reports and presentations; manage scheduling and materials for investment meetings; draft correspondence to third-party investment managers; execute cash and security movements; monitor trust structures and compliance; assist with investment custody relationships; maintain risk system accuracy; enter investment data to support automation
Seniority
Individual Contributor, entry to mid-level