Sr. Investment Operations Analyst (Remote)

Protective Life Corporation

Job Overview

Location

Indiana, USA

Job Type

Full-time

Full Job Description

📋 Description

• Join Protective Life Corporation, a company dedicated to safeguarding millions of lives by providing essential protection and peace of mind during life's most uncertain moments. As a Sr. Investment Operations Analyst, you will play a pivotal role within our Executive Benefits Team, a dynamic, solution-oriented group focused on simplifying processes and delivering exceptional products and services for employer-financed employee retirement benefits.
• This position, internally titled Sr. Associate Sales Support, offers a unique opportunity to contribute to the financial well-being of employees through robust investment operations. You will be instrumental in managing and optimizing the COLI (Company-Owned Life Insurance) fund lineups, ensuring they align with strategic objectives and client needs.
• A core responsibility will involve the meticulous production of performance reports. This includes gathering data, analyzing investment returns, and presenting findings in a clear, concise manner to internal stakeholders and potentially external partners. Your insights will be crucial in evaluating the effectiveness of our investment strategies and informing future decisions.
• You will conduct in-depth fund analysis, delving into the performance, risk profiles, and suitability of various investment vehicles. This analysis will extend to supporting the seamless implementation of new fund offerings, a critical aspect of expanding our product suite and meeting evolving market demands. This includes a specific focus on the integration of private funds, requiring a nuanced understanding of their unique operational and regulatory considerations.
• A significant part of your role will involve direct interaction with brokers and clients, responding to their inquiries with professionalism and accuracy. You will serve as a key point of contact, providing information and resolving issues related to investment operations, thereby fostering strong relationships and maintaining client satisfaction.
• Effective coordination with a diverse range of internal and external stakeholders is paramount. This includes collaborating with investment managers, custodians, legal teams, compliance departments, and other business units to ensure smooth operational workflows and adherence to all relevant policies and procedures.
• Ensuring the accuracy and currency of all fund documentation is a critical duty. This involves maintaining up-to-date prospectuses, investment management agreements, and other essential legal and operational documents, safeguarding the company against compliance risks and operational errors.
• At times, you will be entrusted with coordinating the movement of substantial sums of money for subscriptions into Master Servicing Agreements (MSAs) or private funds. This responsibility demands a high level of attention to detail, accuracy, and a thorough understanding of financial transaction processes to ensure the integrity and security of these critical operations.
• You will leverage your expertise in Excel to generate sophisticated, data-driven report sets. This will involve utilizing advanced functions and formulas to manipulate, analyze, and visualize financial data, providing actionable insights for management and operational teams.
• Beyond routine responsibilities, you will actively assist with various fund-related initiatives across the Executive Benefits business. This may include participating in projects aimed at process improvement, system enhancements, or the development of new operational capabilities, contributing to the continuous evolution and efficiency of the team.
• This role requires a proactive approach to identifying and mitigating operational risks within the investment process. You will contribute to the development and implementation of controls and procedures designed to enhance efficiency, accuracy, and compliance.
• By ensuring the operational integrity of our investment offerings, you will directly contribute to Protective Life's mission of helping employers provide valuable retirement benefits, ultimately impacting the financial security of countless individuals and their families.
• Embrace a remote work environment, bringing your expertise to a leading financial services organization committed to its employees' growth and well-being.

🎯 Requirements

• Proven experience in investment operations, fund administration, or a related financial services role, with a strong understanding of investment products and market practices.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and financial modeling capabilities.
• Excellent analytical and problem-solving skills, with the ability to interpret financial data, identify trends, and make informed recommendations.
• Strong communication and interpersonal skills, with the ability to effectively interact with internal and external stakeholders, including brokers and clients.

🏖️ Benefits

• Competitive salary and comprehensive benefits package.
• Opportunity to work remotely, offering flexibility and work-life balance.
• Contribute to a mission-driven organization that impacts the financial security of millions.
• Professional development and growth opportunities within a stable and reputable company.

Skills & Technologies

Senior

Onsite

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Protective Life Corporation

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About Protective Life Corporation

Protective Life Corporation, headquartered in Birmingham, Alabama, is a financial services holding company providing life insurance, annuities, asset protection, and retirement and investment products to individuals and institutions through subsidiaries such as Protective Life Insurance Company. Founded in 1907, the company operates nationwide and manages assets exceeding $100 billion, serving policyholders, plan participants, and institutional clients with risk management and wealth accumulation solutions. The firm distributes products via independent agents, brokers, financial institutions, and strategic partnerships, focusing on long-term financial security and stable cash flow generation for its customers and shareholders.

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