State Licensed Investment Operations Analyst

Responsible for day-to-day financial transactions for an assigned book of business, the full-time remote Nonqualified Investment Operations Analyst will process asset and liability transactions, maintain reporting, and serve as a client contact for corporate-owned life insurance and split-dollar life insurance. Key responsibilities Process asset and liability rebalancing transactions in accordance with client directives Prepare and maintain asset and liability reporting while serving as a day-to-day client contact Administer complex Microsoft Excel models and utilize nonqualified administration systems for financial transaction processing Required qualifications Bachelor's degree in a related field or equivalent relevant experience 3+ years of relevant experience in investment operations, nonqualified plan administration, or financial services State Life Insurance license or ability to obtain within 120 days of hire Advanced proficiency in Microsoft Excel, including financial and rebalancing models FINRA Series 6 and Series 63 registrations required