Investment Operations Specialist

2 days ago


Stevens Point, Wisconsin, United States Sentry Insurance Full time
About the Role

Sentry is seeking a skilled administrative and operational support professional to join our Investments department. As an Investment Operations Technician, you will play a critical role in ensuring the smooth operation of our investment processes.

Key Responsibilities
  • Monitor security trades for accurate allocations and settlements, and communicate with portfolio managers, brokers, and custodian banks to resolve discrepancies.
  • Input securities transactions and other applicable data into accounting, trading, and investment management systems to ensure timely and accurate information for investment decisions.
  • Complete and submit various custom forms, move, and/or adjust investments, ensuring accurate amounts, locations, and timing.
  • Coordinate with internal and external stakeholders to complete brokerage account applications and ongoing compliance requests.
  • Run, verify, and distribute reports to team members that provide insights on investment positions, activity, and policy compliance.
  • Receive, read, organize, and prioritize physical and electronic mail for the department, and respond to inquiries as possible.
Requirements
  • Associate Degree or equivalent work experience.
  • Minimum 2 years of related work experience in office support, banking, investments, or a related field.
  • Attention to detail and effective communication skills.
  • Ability to work well under time constraints and learn investment-related software.
What We Offer
  • A competitive compensation package, including a 401(K) plan with a dollar-for-dollar match on the first eight percent.
  • Continued education and career development through Sentry University (SentryU) and a tuition reimbursement program.
  • A generous Paid-Time Off plan and Volunteer-Time Off policy.
  • Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits.
About Sentry

We take pride in being one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. We offer a rewarding and challenging work environment with opportunities for ongoing professional development and growth.



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