Investments, Operations Analyst
7 days ago
Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy.
Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities.
With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.Summary/Objective
The Analyst, Investment Operations is responsible for ensuring the efficiencies of the Investment, Treasury and Finance team and will assist in day-to-day security position review.
The Associate will work closely with the investment teams, back-office internal departments, and external counterparties.Duties and Responsibilities
Duties and responsibilities include, but are not limited to
Review and determine resolutions to activity, holdings, and cash reconciliations, working with the trading desk, external counterparties, and administrators
Responsible for maintaining private securities legal registrations, including post-transfer physical security re-registrations and administrative details updates.
Assist with FHLB program and secondary private placement purchases and sales and internal asset transfers,
Collaborate with internal teams such as the Trading Desk, Portfolio Analysis, Investment Accounting, Tax, and Legal to support cross-functional initiatives and to optimize operational processes.
Frequent interaction with management and directors using an effective communication style.Perform a periodic analysis and interpretation of data to support Kuvare decision-making and reporting.
Maintains documentation and support for any portfolio changes, regulatory, transfer and Internal Audit requests.
Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Analyst, Investment Operations works on issues of limited scope, following established practices and procedures in analyzing situations or data from which answers can be readily obtained.
The Analyst must have full knowledge of the department's functional responsibility. The Analyst is expected to participate in decisions around functional projects and process improvements.Knowledge and Experience
– Analyst, Investment Operations
A Bachelor degree with a concentration in Finance, Accounting, or Economics.
5+ years' experience in financial services operations, preferably in insurance industry.
Experience with systems related to area of responsibility (familiarity with Bloomberg, Aladdin, and Bank Portals preferred).
Excellent verbal and written communications skills
Solid analytical skills and attention to detail required.
Strong communication and interpersonal skills
Ability to work independently and collaborate with key partners and business leaders.
Demonstrated ability to deliver results in a tight timeframe; excellent organizational and planning skills needed.
Advanced knowledge and application of Microsoft Office, specifically Excel advanced functions including Pivot Tables, vLookups,etc.
Physical Demands
Normal office working environment
Ability to type / perform data entry
Ability to read from a computer screen and paper reports
Express ideas and otherwise communicate with the spoken and written word
Kuvare company is an equal opportunity employer that makes hiring decisions based on merit, qualifications, and the business need.
We are dedicated to a policy of nondiscrimination in employment on any basis including age, sex, color, race, creed, national origin, religious persuasion, marital status, political belief, or disability that does not prohibit performance of essential job functions.
We encourage all qualified candidates to apply.Apply for this role
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Investments, Operations Analyst
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Chicago, Illinois, United States Kuvare U.S. Holdings, Inc. Full timeKuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies...
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