Note: The job is a remote job and is open to candidates in USA. Horace Mann is an insurance and financial services company serving educators and helping them protect their assets and prepare for the future. The Senior Investment Operations Analyst will own investment reporting, data-quality, portfolio support, and collateral operations processes while preparing analysis for internal and external stakeholders. The role supports fixed income, equity, and derivative investments and helps improve and automate reporting processes.
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
Skills
- 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
- Bachelor's degree in Accounting, Finance, Business, or a related field
- 3-5 years relevant experience
- 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
- Insurance investment/middle office experience preferred
- Bloomberg and Bloomberg API experience preferred
Benefits
- Remote work arrangement
- Special rates and benefits for educators
Company Overview