Sr Investment Operations 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

Title: Senior Investment Operations Analyst

Location: Remote

We are seeking a Senior Investment Operations Analyst to own critical investment reporting, data-quality and portfolio support processes for the Company’s investment portfolio. This role provides exposure to fixed income, equity and derivative investments and regularly prepares reporting and high-value analysis for senior management, executive committees, rating agencies, regulators and the Board of Directors. The successful candidate must have advanced Excel proficiency, be detail-oriented and able to work independently to solve complex problems as well as work collaboratively.
The position is in the Middle Office team which reports to the Chief Investment Officer.

Responsibilities

• Create and maintain Excel spreadsheets to support investment analysis and reporting
• Generate investment reporting for diverse internal and external stakeholders including executive committees and the Board of Directors
• Produce daily and weekly reports including fixed income trades and unrealized gain/loss positions
• Identify opportunities to improve and automate processes including incorporating AI tools where appropriate and consistent with Company governance requirements
• Integrate third-party data sources such as Bloomberg into data analysis and reporting for fixed income, equity securities and derivatives
• Support investment portfolio operations in coordination with Investment Accounting, external managers, custodians and vendors
• Manage collateral operations in support of the Company’s Federal Home Loan Bank (FHLB) spread investment program and state-required deposits
• Compile and organize investment data in Excel for annual rating agency surveys
• Other duties as assigned

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• 3-5 years relevant experience, insurance investment/middle office experience preferred
• Candidate must be proficient in Excel including XLOOKUP, SUMIFS, aggregation formulas, PivotTables, chart/table construction and reconciliation of large datasets
• Strong PowerPoint and data visualization skills.
• Strong analytical skills and attention to detail
• Effective collaboration across multiple teams
• Professional communication and organizational skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Bloomberg and Bloomberg API experience preferred

Salary Range: $66,500.00 - $92,000.00

• Salary is commensurate to experience, location, etc.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

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