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Investment Operations Analyst

Investment Operations Analyst

CompanyGlobal Atlantic Financial Group
LocationBoston, MA, USA
Salary$47000 – $89400
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Bachelor’s degree with 1-3 years of relevant experience preferred (for recent college graduates, bachelor’s degree in Economics, Finance, Accounting, or a related field)
  • Understanding of Fixed Income asset classes and derivatives instruments.
  • Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
  • Strong analytical and problem solving skill set
  • Ability to work with Portfolio Managers and senior management
  • Excellent communication and interpersonal skills to work in a fast paced, team environment
  • Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus)

Responsibilities

  • Develop a broad understanding of all asset classes invested in by Global Atlantic
  • Work with the Investment and Ops team to streamline processes in GA Edge.
  • Use VBA to create macros and metrics to make daily tasks more efficient
  • Develop a deep understanding of the technology solutions Global Atlantic uses to manage assets, and identify opportunities to improve them
  • Perform position management to account for lifecycle events on assets
  • Identify areas of operational inefficiency and implement improvements
  • Compile and analyze metrics and management reporting

Preferred Qualifications

    No preferred qualifications provided.