Client-Facing Investment Operations Analyst

Empower Retirement; Greenwood Village (CO); On-site; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Matching

Tuition Reimbursement

Casual Dress Code

Paid Time Off

Job summary

Empower Retirement is seeking a Nonqualified Investment Operations Specialist in Colorado to manage day-to-day financial transactions for an assigned book of business. You will collaborate with internal teams and external parties to process COLI and nonqualified plan administration.

The role requires 3+ years of relevant experience, advanced Excel skills, and FINRA registrations. A State Life Insurance license or ability to obtain within 120 days is required.

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 3+ years of experience in investment operations or related field.
• State Life Insurance license or ability to obtain within 120 days of hire.
• Advanced proficiency in Microsoft Excel, including large-data management and financial/rebalancing models.
• FINRA registrations (Series 6 and 63) are required.

Responsibilities

• Process asset and liability rebalancing transactions per client directives.
• Prepare and maintain asset and liability reporting.
• Serve as primary contact for COLI and split-dollar questions.
• Complete daily service deliverables and client-specific operational activities.
• Administer complex Excel rebalancing and premium-listing models.
• Use Metrix and nonqualified administration systems to support client servicing.

Skills

Excel proficiency

Client communication

Analytical skills

Deadline management

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

Metrix

Job description

Empower Retirement is seeking a Nonqualified Investment Operations Specialist in Colorado to manage day-to-day financial transactions for an assigned book of business. You will collaborate with internal teams and external parties to process COLI and nonqualified plan administration.

The role requires 3+ years of relevant experience, advanced Excel skills, and FINRA registrations. A State Life Insurance license or ability to obtain within 120 days is required.