What are the responsibilities and job description for the Senior Investment Operations Analyst position at Hershey Trust Company?
The Hershey Trust Company (“HTC”) helps to advance the legacy and vision of Milton and Catherine Hershey in perpetuity through excellence in asset management and trust administration. HTC’s mission is to enable the Milton Hershey School Trust, The M.S. Hershey Foundation, and the Hershey Cemetery Perpetual Care Trust to achieve their long-term goals, by serving with excellence as their Trustee and asset manager.
General Position Summary
Reporting to the Vice President, Investment Operations & Portfolio Analytics, the senior analyst will perform critical investment operations functions for all investment portfolios held by HTC and its subsidiaries. This role is responsible for overseeing the timely and accurate reporting of investment information to both internal and external stakeholders, acting as liaison with the finance department and maintaining strong working relationships with custodians and fund administrators. Additional responsibilities include completing daily operational tasks to include processing of capital calls and distributions, capital statements, and invoices as well as identifying, researching, and communicating any discrepancies.
Minimum Qualifications
- Bachelor’s degree in finance or accounting required
- Minimum 5 years of experience in investment operations in an institutional setting such as an endowment/foundation, pension plan, consultant or asset management firm required
- Strong quantitative and qualitative analytical skills as well as advanced proficiency to manage financial databases, analytical software, and Microsoft products particularly Excel required.
This is a hybrid position with the expectation of being in the office in Hershey, PA two or more days per week (Tuesday, Wednesday, Thursday).
To view the full job description, please visit our careers page at www.hersheytrust.com. For consideration, please submit your resume here or to careers@hersheytrust.com.
Hershey Trust Company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.