Investment Operations Analyst
Company | Global Atlantic Financial Group |
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Location | Boston, MA, USA |
Salary | $47000 – $89400 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior, 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
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No preferred qualifications provided.