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Senior Investment Operations Analyst

Senior Investment Operations Analyst

CompanyThrivent
LocationMinneapolis, MN, USA
Salary$69053 – $93425
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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.