What are the responsibilities and job description for the Investment Ops Analyst position at OneAmerica Financial Partners, Inc.?
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
The Investment Operations Analyst supports the Investment Division by conducting timely and accurate back-office investment operations. This role is responsible for validating the accuracy of investment transactions, confirming details with counterparties and resolving trade settlement issues by working with counterparties and the custodial bank. The Ops Analyst is also responsible for maintaining accurate data within investment systems.
What you will do:
- Confirm accuracy of trade details and resolve trade settlement issues in a timely manner.
- Complete daily derivatives collateral management process.
- Maintain a thorough data integrity process to ensure systems contain accurate information.
- Complete monthly NAIC ratings update process, stay current on NAIC rating requirements, and complete the annual filing process for applicable investments.
- Assist with corporate actions and alternative investment capital calls and administration.
- Ensure appropriate backup coverage and OneAmerica Way documents exist for key responsibilities.
- Act as a backup to others on the Investment Reporting & Administration team.
- Follow appropriate internal controls over investment processes.
What you will need:
- B.S./B.A. in Business-related field
- Minimum of 2 years of experience in finance-related role
- Investment or financial operations experience preferred
- Or any combination of education and experience which would provide an equivalent background
Salary Band: 05B
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This selected candidate will be expected to work Hybrid in Indianapolis, IN The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
