Remote Senior Investment Operations & Reporting Analyst

Horace Mann; Springfield (IL); On-site; USD 66,000 - 92,000; Full time

Job summary

Horace Mann is seeking a Senior Investment Operations Analyst to own critical investment reporting, data quality and portfolio support for the Company’s investments across fixed income, equity and derivatives. This role provides exposure to senior management, committees, regulators and the Board.

The ideal candidate will excel in advanced Excel, data visualization and collaboration across multiple teams, with a focus on accuracy and efficiency in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3-5 years relevant investment/middle office experience (insurance context preferred).
• Proficient in Excel including XLOOKUP, SUMIFS, PivotTables, large data reconciliation.
• Strong PowerPoint and data visualization skills.

Responsibilities

• Create and maintain Excel spreadsheets to support investment analysis and reporting.
• Generate investment reporting for executive committees and Board of Directors.
• Produce daily and weekly reports including fixed income trades and unrealized P/L positions.
• Identify opportunities to automate processes including AI tools where appropriate.
• Integrate Bloomberg data sources into data analysis and reporting for investments.
• Support portfolio operations with Investment Accounting, external managers, custodians and vendors.
• Manage collateral operations for FHLB spread investment program.
• Prepare data for annual rating agency surveys.
• Other duties as assigned.

Skills

Excel advanced formulas

Data analysis

PowerPoint & visualization

Cross-team collaboration

Bloomberg experience

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Bloomberg

Bloomberg API

Job description

Horace Mann is seeking a Senior Investment Operations Analyst to own critical investment reporting, data quality and portfolio support for the Company’s investments across fixed income, equity and derivatives. This role provides exposure to senior management, committees, regulators and the Board.

The ideal candidate will excel in advanced Excel, data visualization and collaboration across multiple teams, with a focus on accuracy and efficiency in a fast-paced environment.