Sr. Associate Investments Operations

Ascension Healthcare; Oregon City (OR); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their investment management team. This role involves planning and coordinating operational investment activities, improving automation, and analyzing large datasets. With a focus on transforming healthcare, you will contribute to creating a people-centered experience for clients. The organization values community impact and offers various benefits, including paid time off and retirement plans. If you have a passion for investing and accounting, and are eager to make a difference, this opportunity is perfect for you.

Benefits

Paid time off (PTO)

Health insurance options

Retirement benefits

Disability benefits

Employee assistance programs

Parental leave

Tuition reimbursement

Qualifications

• High School diploma with 2 years experience or Bachelor's degree required.
• Experience with databases and programming preferred.

Responsibilities

• Plan and administer operational investment and accounting activities.
• Maintain tracking and monitoring processes for investments.
• Support risk management and compliance reporting.

Skills

Data Analysis

Investment Management

Accounting

Programming (R, Python, Javascript)

Database Management

Education

High School diploma or equivalent

Associate's degree

Bachelor's degree

Job description

Details

+ Department: Ascension Investment Management (AIM)

+ Schedule: Full-Time: Monday-Friday

+ Location: Remote

Benefits

Paid time off (PTO)

Various health insurance options & wellness plans

Retirement benefits including employer match plans

Long-term & short-term disability

Employee assistance programs (EAP)

Parental leave & adoption assistance

Tuition reimbursement

Ways to give back to your community

Benefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.

Responsibilities

1. Plan, coordinate, and administer complex and significant operational investment and accounting activities.
2. Maintain the processes surrounding the tracking, monitoring, recording, reconciling of investments and all related activities.
3. Work with external third-party service providers and internal systems to improve automation for document retrieval and organization. Build tools and templates to improve data processing for existing and prospective investment managers.
4. Maintain external alternative investment database and related private reporting. Improve market insight capabilities by retrieving and analyzing information from the external investment database.
5. Review and monitor client related balances and initiate the distribution of capital to/from clients as needed.
6. Facilitate the addition and removal of accounts. Support monthly accounting close procedures.
7. Support risk management and compliance in reporting of liquidity metrics, rating agency reporting, and compliance reporting. Assist in re-balancing across all participants and portfolios.

Requirements

Education:

1. High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Bachelor's degree OR 4 years of applicable cumulative job specific experience required.

Additional Preferences

1. Interest and/or experience in both investing and accounting preferred.
2. Experience working with databases and large datasets highly preferred.
3. Prior programming experience, especially with R, Python, and/or Javascript, highly preferred.

Why Join Our Team

Ascension associates are key to our commitment of transforming healthcare and providing care to all, especially those most in need. Join us and help us drive impact through reimagining how we can deliver a people-centered healthcare experience and creating the solutions to do it. Explore career opportunities across our ministry locations and within our corporate headquarters.

Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.

Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.

Equal Employment Opportunity Employer

Ascension will provide equal employment opportunities (EEO) to all associates and applicants for employment regardless of race, color, religion, national origin, citizenship, gender, sexual orientation, gender identification or expression, age, disability, marital status, amnesty, genetic information, carrier status or any other legally protected status or status as a covered veteran in accordance with applicable federal, state and local laws.