Investment Operations Specialist

15 hours ago


McKinney TX USA, United States Globe Life Full time
Investment Operations Specialist

Globe Life is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our investment operations team, you will be responsible for assisting the Investment Operations Manager and other team members in the documentation and processing of all trades.

The successful candidate will have a strong understanding of investments and accounting, with excellent organizational skills and attention to detail. They will be able to work independently on regularly assigned tasks and have excellent written and verbal communication skills.

The Investment Operations Specialist will be responsible for:

  • Assisting the Investment Operations Manager in the documentation and processing of all trades
  • Preparing and managing the investment transactions life cycle, from approvals to allocations and trade affirmation
  • Performing periodic tasks such as statutory deposit security movement with outside banks and insurance departments
  • Preparing monthly reports for inter-company loans, subsidiary dividends, trade acquisitions, and commercial paper using Excel
  • Assisting and backing up investment department team members as needed
  • Maintaining and ensuring compliance with internal controls, company policy, and other statutory or regulatory requirements

Globe Life offers a competitive compensation package, comprehensive health insurance, and a range of benefits to support your well-being and career growth. If you are a motivated and detail-oriented individual with a passion for finance and investments, we encourage you to apply for this exciting opportunity.



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