Sr Investment Operations Analyst - HYBRID; Carmel

Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is bonus‑eligible.

• Ensuring SOX key controls are adhered to, and designing and implementing new internal controls as needed.
• Working with internal and external auditors regarding investment operation internal controls and substantive testing work.
• Interfacing with portfolio managers, traders, custodians, and broker dealers in support of investment decisions.
• Conducting detailed analytical and evaluative review of investment data.
• Processing fixed‑income and option trades.
• Processing mortgage loan set‑up and payment.
• Reviewing and processing collateral.

• Knowledge of financial and investment principles and practices.
• Strong business acumen, analytical skills, and written and verbal communication skills.
• Ability to excel with new, complex, and evolving tasks in a fast‑paced environment.
• Proficiency with MS Excel, Access, Word, PowerPoint, and Oracle BI.
• Familiarity with investment systems such as Bloomberg and WSO Markit.

• Bachelor’s degree in Finance, Accounting, or a related field.
• Five years of related work experience.
• Understanding of and prior experience with SOX internal controls.

• Problem‑solving and project management skills.

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Short‑term and long‑term disability insurance
• Paid time off and corporate holidays
• Paid parental leave
• Company‑paid life insurance

This role is affiliated with the Carmel Corporate Office. Candidates must reside within a 60‑mile radius of that office and will be required to work on site. Occasional travel to other corporate offices is possible, but the position cannot be performed from outside the United States.

Pay Range: $81,000.00 - $ Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.