Investment Analyst
- Employer
- Norfolk & Dedham Group
- Location
- Dedham, Massachusetts (US)
- Salary
- Total compensation package include base salary, bonus, pension plan
- Closing date
- Jul 16, 2022
View more
- Job Function
- Corporate Finance, Performance Analysis, Relationship Management
- Industry Sector
- Insurance
- Certifications
- Passed CFA Level I
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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.
Company
Locally Grown Insurance
The N&D® Group has been protecting homes, autos, and businesses since 1825. Rated "A Excellent" for financial strength by A.M. Best, we provide personal, knowledgeable, local service when and where you need it, through a proven network of independent agents in your neighborhood.
The N&D Group consists of three mutual insurance companies:
- Norfolk & Dedham Mutual Fire Insurance Company
- Dorchester Mutual Insurance Company
- Fitchburg Mutual Insurance Company
Our specialties in insurance include: Personal Auto Insurance, Homeowners Insurance, Business-owners Insurance, Workers' Compensation Insurance, Umbrella Insurance, Farm-owners Insurance, Dwelling Fire Insurance, and Commercial Auto Insurance
Linkedin Page
https://www.linkedin.com/company/n&d
Facebook Page
https://www.facebook.com/TheNDGroup
Job Openings
- Website
- https://www.ndgroup.com/
- Telephone
- +1 800-688-1825
- Location
-
222 Ames Street
Dedham
MA
02026
US
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