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Senior Investment Operations Analyst
Company | Thrivent |
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Location | Minneapolis, MN, USA |
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Salary | $69053 – $93425 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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Requirements
- Bachelor’s degree in Finance or related discipline or equivalent training and experience required.
- Minimum 5 years experience with institutional investment operations required.
Responsibilities
- Trade Support: Affirmations, Cash Reporting, Failed Trade Research.
- Holdings Support: Reconciliations, Derivatives Collateral, Corporate Actions.
- Coordinates Multi Managed product trading process with internal and external portfolio managers.
- Reporting: Positions and Exposures.
- Investment Strategy Support: Product Changes, Strategy Changes.
- Creates and Develops new business process.
- Implements regulatory changes impacting investment functions.
- Develops and maintains relationships with many outside partners: brokers, custodians and key vendors.
- Trains new staff.
Preferred Qualifications
- CFA, CPA or master’s degree preferred.
- Experience working under tight time frames with competing demands.
- Independent judgments used to problem solve and resolve issues.
- Desire to learn and understand investment business and processes.
- Conceptual understanding and/or experience working with Aladdin IBOR (Investment Book of Record) tools.
- Experience with software used to assemble, evaluate, interpret and analyze financial data.