Investment Operations Lead — Settlements & Reporting

American Public Life Insurance Company; Oklahoma City (OK); On-site; USD 80,000 - 100,000; Full time

Job summary

American Public Life Insurance Company is looking for an Investment Operations Coordination Supervisor in Oklahoma City. The role involves managing bond and stock transactions and acting as a point of contact for the accounting department to ensure smooth reconciliations.

Ideal candidates should have a relevant degree, extensive experience in middle office operations, strong analytical skills, and proficiency with tools like Bloomberg AIM and Microsoft Office.

Qualifications

• 4 years middle office and investment reporting experience acceptable in lieu of degree.
• Background in finance, accounting, and middle office settlement operations.
• Strong knowledge of investment portfolio analytics.

Responsibilities

• Ensure bond and stock transactions settle with minimal discrepancies.
• Coordinate with accountants and portfolio managers for reconciliations.
• Track and report compliance-related material requests.

Skills

Middle office and investment reporting experience

Knowledge of security structures

Strong proficiency with Microsoft Office

Communication skills

Analytical skills

Education

Associate's or Bachelor's degree in Finance or IT

Tools

Bloomberg AIM

PAM SS&C

FactSet

Job description

American Public Life Insurance Company is looking for an Investment Operations Coordination Supervisor in Oklahoma City. The role involves managing bond and stock transactions and acting as a point of contact for the accounting department to ensure smooth reconciliations.

Ideal candidates should have a relevant degree, extensive experience in middle office operations, strong analytical skills, and proficiency with tools like Bloomberg AIM and Microsoft Office.