Investment Operations Analyst

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Process asset and liability rebalancing transactions according to signed client directives • Prepare and maintain asset and liability reporting • Serve as day-to-day client contact for corporate-owned life insurance and split-dollar life insurance • Respond to technical questions and ad hoc client requests • Complete daily service deliverables and client-specific operational activities • Administer Microsoft Excel rebalancing and premium-listing models • Use Metrix and nonqualified administration systems for client servicing and financial transaction processing • Implement and maintain client procedures and documentation • Participate in client team meetings and provide updates on assigned responsibilities • Escalate requests outside applicable service agreements to management • Perform quality-control reviews for client projects and service deliverables • Keep team members informed of client projects, servicing expectations, and developments • Analyze issues, evaluate data, establish facts, make decisions within authority, and escalate appropriately

🎯 Requirements

• Bachelor’s degree in a related field or equivalent relevant experience • 3+ years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field • State Life Insurance license or ability to obtain within 120 days of hire • Advanced proficiency in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models • Basic financial acumen and mathematical skills • Strong verbal and written communication skills for client-facing interactions • Strong analytical skills and attention to detail • Ability to manage deadlines and work effectively independently and collaboratively • Ability to define problems, collect and analyze data, establish facts, draw conclusions, and escalate issues appropriately • FINRA Series 6 and Series 63 registrations • FINRA Fingerprinting required • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with wired connection and a suitable home workspace for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with option to wear jeans • Paid time off program • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Reliable high-speed internet and wired connection; necessary computer equipment provided