Investment Operations Specialist

4 weeks ago


Madison, Wisconsin, United States State of Wisconsin Investment Board Full time
About the Role

We are seeking a highly skilled Investment Operations Analyst to join our team at the State of Wisconsin Investment Board. As a key member of our Funds and Liquidity Operations team, you will play a critical role in supporting our investment management activities.

Key Responsibilities
  • Provide daily operational support for exchange-traded and over-the-counter derivatives
  • Validate daily initial and variation margin calculations
  • Maintain and reconcile collateral and inventory across all counterparties
  • Instruct collateral substitutions as needed
  • Monitor Average Aggregate Notional Amount (AANA) and support UMR
  • Track available High Quality Liquid Assets (HQLA)
  • Support the scope documentation and testing of collateral management in SimCorp
  • Assist in the management and oversight of third-party service providers, including evaluation of service level agreements, analyzing issues, and implementing solutions
  • Serve as operational support for new investment instruments, strategic initiatives, and projects
  • Develop procedures and internal control documentation
  • Identify operational process improvements and recommend solutions
Requirements
  • Bachelor's Degree in business, finance, economics, accounting, or equivalent experience
  • 2+ years of experience in investment operations or related industry
  • Prefer experience in a variety of asset classes including equities, fixed income, FX, and derivatives (exchanged-traded and over-the-counter)
  • Firm grasp of basic accounting principles
  • Prefer experience with SimCorp Dimension
  • Demonstrates curiosity
  • Strong analytic and problem-solving skills
  • Excellent verbal and written communication skills
  • Ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence
What We Offer
  • Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
  • Comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional environment
  • Hybrid work environment

The position requires U.S. work authorization. Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy. All SWIB employees are subject to SWIB's Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB's talent acquisition team and any questions can be answered by SWIB's compliance team.


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