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Sr Investment Operations Analyst

Horace Mann

Role overview

Qualifications

  • Bachelor’s degree in Accounting, Finance, Business, or a related field
  • 3-5 years relevant experience, insurance investment/middle office experience preferred
  • Proficient in Excel including XLOOKUP, SUMIFS, aggregation formulas, PivotTables
  • Strong PowerPoint and data visualization skills

Responsibilities

  • Create and maintain Excel spreadsheets to support investment analysis and reporting
  • Generate investment reporting for diverse internal and external stakeholders including executive committees and the Board of Directors
  • Produce daily and weekly reports including fixed income trades and unrealized gain/loss positions
  • Identify opportunities to improve and automate processes including incorporating AI tools

Key facts

Hard skills

XLSTAT Pivot Tables And Charts Data Visualization Computational Tools

Other skills

  • Microsoft Excel
  • Analytical Skills
  • Detail Oriented
  • Collaboration
  • Communication
  • Organizational Skills
  • Time Management

About the company

Horace Mann logo

Horace Mann

Insurance

Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators'​ futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

Links

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Job description

Title: Senior Investment Operations Analyst

Location: Remote 

We are seeking a Senior Investment Operations Analyst to own critical investment reporting, data-quality and portfolio support processes for the Company’s investment portfolio. This role provides exposure to fixed income, equity and derivative investments and regularly prepares reporting and high-value analysis for senior management, executive committees, rating agencies, regulators and the Board of Directors. The successful candidate must have advanced Excel proficiency, be detail-oriented and able to work independently to solve complex problems as well as work collaboratively.
The position is in the Middle Office team which reports to the Chief Investment Officer. 

Responsibilities

  • Create and maintain Excel spreadsheets to support investment analysis and reporting
  • Generate investment reporting for diverse internal and external stakeholders including executive committees and the Board of Directors
  • Produce daily and weekly reports including fixed income trades and unrealized gain/loss positions
  • Identify opportunities to improve and automate processes including incorporating AI tools where appropriate and consistent with Company governance requirements
  • Integrate third-party data sources such as Bloomberg into data analysis and reporting for fixed income, equity securities and derivatives
  • Support investment portfolio operations in coordination with Investment Accounting, external managers, custodians and vendors
  • Manage collateral operations in support of the Company’s Federal Home Loan Bank (FHLB) spread investment program and state-required deposits
  • Compile and organize investment data in Excel for annual rating agency surveys
  • Other duties as assigned

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or a related field
  • 3-5 years relevant experience, insurance investment/middle office experience preferred
  • Candidate must be proficient in Excel including XLOOKUP, SUMIFS, aggregation formulas, PivotTables, chart/table construction and reconciliation of large datasets
  • Strong PowerPoint and data visualization skills.
  • Strong analytical skills and attention to detail
  • Effective collaboration across multiple teams
  • Professional communication and organizational skills
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Bloomberg and Bloomberg API experience preferred

Salary Range: $66,500.00 - $92,000.00 

  • Salary is commensurate to experience, location, etc.

 

#APP

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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