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Investment Operations Specialist

1 month ago

TX United States Globe Life Family of Companies Full time
Job Description

Globe Life Family of Companies is committed to empowering its employees with the support and opportunities they need to succeed at every stage of their career. Our dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.

Role Overview

We are seeking an Investment Operations Specialist to join our team. In this role, you will be responsible for assisting the Investment Operations Manager and other team members in the documentation and processing of all trades. The $20 billion in portfolios consists of corporate bonds, municipal bonds, commercial mortgage loans, Limited Partnerships, etc.

Key Responsibilities
  • Responsible for trade processing cycle for all Globe Life investment transactions.
  • Prepare and manage the investment transactions life cycle; from approvals, allocations, and trade affirmation with pro-active communication to custodians, cash management, and accounting staff as needed.
  • Perform periodic tasks such as statutory deposit security movement with outside banks and insurance departments with various states.
  • Prepare monthly reports for inter-company loans, subsidiary dividends, trade acquisitions and commercial paper using Excel.
  • Perform periodic tasks such as back-up to share repurchase authorizations.
  • Assist and backup investment department team members, as needed or as directed.
  • Assist with inquiries from internal and external auditors, management, other Globe Life departments and external parties.
  • Maintain and ensure compliance with internal controls, company policy and other statutory or regulatory requirements.
  • Perform and assist with other investment projects and tasks as assigned.
Requirements
  • Bachelor's degree in business, accounting, finance, economics, or quantitative discipline (or related).
  • Equivalent work experience in finance/investments (min 3-5 yrs).
  • Basic knowledge of investments and accounting is preferred.
  • Microsoft Word and Excel - intermediate to advanced level.
  • Strong organizational skills and attention to detail.
  • Ability to work independently on regularly assigned tasks.
  • Excellent written and verbal communication skills.
  • Ability to work as a team player.
  • Strong work ethic and understanding of financial concepts.
  • Willingness to take on additional duties as requested or required.
  • Prior use of Trade Order Management systems or Clearwater Analytics is a plus.
Benefits
  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because we believe that taking care of your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Wellness club reimbursements and gym discounts to help you stay on top of your health.
  • Paid holidays and time off to support a healthy work-life balance.
  • Development training programs to enhance your skills and career progression and unlock your full potential.