Investment Operations Analyst
2 days ago
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HybridFull-timeEntry
Summary
Group 1001 is seeking an Investment Operations Analyst to join their team in Zionsville, IN. The role involves managing the administration of accounting systems related to investment activities.
About the Role
As an Investment Operations Analyst, you will be responsible for trade processing of investments, cash processing of investment activity, ensuring security master files are set up correctly, recording activity and calculating earnings, loading prices and cashflows into the investment accounting system, performing position reconciliations, and assisting with the maintenance of an investment data warehouse.
About You
Required:
- Bachelor's degree in accounting or finance.
- Prior investment analysis or accounting operations experience, preferably in the financial services or insurance industry.
- Excellent oral, written and presentation skills.
- Excellent quantitative and analytical skills.
- Advanced working knowledge of MS Excel and MS Suite software.
Preferred:
- CPA and/or CFA.
- Working knowledge of CAMRA or PAM applications.
- Demonstrated ability to solve problems and meet strict deadlines.
- Team oriented individual with ability to work well with diverse groups.
Benefits
- Comprehensive health, dental, and vision insurance plan options.
- Basic and Supplemental Life Insurance.
- Short and Long-Term Disability.
- Immediate access to the Company’s Employee Assistance Program and wellness programs.
- 401K plan with matching contributions by the Company.
Group 1001
Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all. Our online investing platform gives individuals control over their savings. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports. Group 1001 comprises the following brands: Delaware Life, Gainbridge®, Clear Spring Life and Annuity Company, Clear Spring Property and Casualty Group, Clear Spring Health, and the RVI Group, among others.
Zionsville, IN