Investment Analyst

Location
Dedham, Massachusetts (US)
Salary
Total compensation package include base salary, bonus, pension plan
Posted
16 Jun 2022
Closes
16 Jul 2022
Industry Sector
Insurance
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Responsibilities:

  • Manage relationship with Investment Consultant to Coordinate their oversight of investment reporting and performance evaluation systems Act as liaison supporting implementation of management and Investment Committee portfolio strategies Oversee compliance
  • Manage relationships with third-party asset managers; ensuring deadlines and deliverables are met.
  • Responsible for operational onboarding of new strategies and managers
  • Act as Company representative on external manager advisory boards Oversee custody banking relationships Construct and execute investment trades for the internally managed ETF accounts and the N&D® Foundation
  • Prepare Finance Committee materials including post-trade compliance review
  • Coordinate investment-focused interactions with internal and external audit
  • Oversee investment accounting process with Clearwater Analytics to optimize communication and reporting quality
  • Part of team responsible for monthly, quarterly, and annual investment reporting Quarterly & annual production and review of statutory investment schedules.
  • Performs account reconciliations as needed, analyze root-cause issues, troubleshoot problems, and contribute to/lead implementation of continuous improvement.
  • Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.
  • Perform analytical work and special projects as needed by the Division and Senior Management.
  • Be willing to work cross-functionally to add value across the organization Manage multiple priorities and projects in a fast-paced, changing environment.
  • Perform other projects and tasks as assigned.  

Qualifications:

 

  • 3-5 years of relevant experience Bachelor’s degree in Accounting or Finance or CFA candidate
  • Investment accounting/fund accounting/analysis experience preferred Strong problem-solving skills, documentation skills, research and resolution skills, data analysis and multi-tasking skills
  • Demonstrated ability to work across experience levels in a team environment
  • Proficient Excel and Word skills
  • Effective interpersonal, oral and written communication skills, and ability to tailor communication to technical and non-technical audience.
  • Knowledge of GAAP and statutory principles, insurance company investment compliance preferred.

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