We are seeking a detail-oriented and analytical Investment Operations Analyst to join our team. This role is responsible for compiling and maintaining a variety of investment-related reports and documentation, supporting compliance and operational processes, and ensuring smooth coordination with external managers, vendors, and regulatory bodies.
Key Responsibilities:Compile and produce daily and periodic investment reports, including:
Daily trades reports
Unsettled trades report
Unrealized gain/loss report
Watchlist reviews
Public asset price valuations
Bloomberg rating reviews
Other reports involving data from external managers and vendors
Track and maintain documentation related to private letter rulings
Support and assist with Federal Home Loan Banks (FHLB) collateral movements
Lead the completion of forms and manage communications related to:
State deposit management
Know Your Client (KYC) requirements
Bachelor’s degree in Accounting, Finance, Business, or a related field is preferred
Relevant work experience may be considered in lieu of a college degree
Strong analytical skills and attention to detail
Effective communication and organizational skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Pay Range:
$25.58 - $37.76 / hour
Salary is commensurate to experience, location, etc.
#VIZI
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
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
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