Sr. Investment Operations Analyst (Remote)
Full Time 76500 - 95000 USD per-year-salaryJob Overview
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective’s Executive Benefits Team helps protect futures by helping employers finance employee retirement benefits. We are a solution-oriented team with an ongoing mission to simplify processes and provide exceptional products and services.
The Sr. Investment Operations Analyst will be responsible for maintaining COLI fund line-ups, producing performance reports, conducting fund analysis, and supporting the implementation of new fund offerings, including private funds. This role includes responding to broker and client inquiries, coordinating with internal and external stakeholders, and ensuring fund documentation is accurate and up to date. At times, this role will be coordinating large sums of money movement for subscription into MSAs or private funds. The analyst will also generate Excel-based report sets using advanced functions and assist with various fund-related initiatives across the Executive Benefits business.
***Tis position will be titled Sr Associate Sales Support within the organization.***
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective’s Executive Benefits Team helps protect futures by helping employers finance employee retirement benefits. We are a solution-oriented team with an ongoing mission to simplify processes and provide exceptional products and services.
The Sr. Investment Operations Analyst will be responsible for maintaining COLI fund line-ups, producing performance reports, conducting fund analysis, and supporting the implementation of new fund offerings, including private funds. This role includes responding to broker and client inquiries, coordinating with internal and external stakeholders, and ensuring fund documentation is accurate and up to date. At times, this role will be coordinating large sums of money movement for subscription into MSAs or private funds. The analyst will also generate Excel-based report sets using advanced functions and assist with various fund-related initiatives across the Executive Benefits business.
***Tis position will be titled Sr Associate Sales Support within the organization.***
Responsibilities
- Maintain product lineups for the COLI products and fund details (expenses, performance, name changes, etc.) in the database for over 400 funds and 2,000 subaccounts on the Andesa administration system
- Orchestrate fund changes with various internal teams, including SEC filing requests with legal, fund reporting, marketing, COLI admin teams, and various other stakeholders
- Create metrics and analytics from MS Excel to report on to audit, compliance, legal or external parties
- Respond to requests for client performance reporting, as well as other requests from internal administration team and external partners.
- Produce a large array of performance reports and fact sheets for BOLI separate accounts that get sent to brokers and clients
- Provide fund analysis to produce high quality lineups for the Executive Benefits market
- Review fund documents to ensure they are up to date on the COLI website
- Provide input to the COLI Sales Team to drive interest in our products and services including custom research in all fund related requests
- Responsible for communications for changes on any fund or product lineup related to the Executive Benefits department
- Direct Implementation and Pricing teams to setup new subaccounts for investment purposes
- Research fund information and maintain the Executive Benefits products on Morningstar Direct
- Comprehensive knowledge of Managed Separate Accounts (MSA) and private funds
- Coordination and tracking of all complex fund transactions with internal and external parties
- Main point of contact for fund companies on operational items
- Review prospectus, PPM and fund legal documents for successful fund implementation
- Make recommendations to enhance processes
- Assist with other team related items, as needed
Qualifications/Education
- Bachelor’s Degree or equivalent work experience required
- 5+ years in Finance/Insurance Industry with fund experience preferred
- Advanced Microsoft Excel Skills such as pivot tables, v-lookups, extracting data
- Strong analytical skills, critical thinking, and attention to detail required
- Proven experience with data analysis and summarization
- Ability to read, digest, and summarize complex fund legal documents
- Must have excellent verbal and written communication, customer service, and able to work well within a team
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Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.