Junior Investment Analyst

at  ManhattanLife Insurance Annuity Company

Houston, TX 77092, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate31 Jan, 2025Not Specified01 Nov, 20242 year(s) or aboveFund Accounting,Microsoft Excel,Interpersonal SkillsNoNo
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Description:

WHO WE ARE:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for 174 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.

MINIMUM QUALIFICATIONS:

Bachelor’s degree in Accounting, Finance or Business Administration.

KNOWLEDGE, SKILLS AND ABILITIES:

  • 2 years of experience with fund accounting or back-office experience preferred.
  • Strong organizational skills with a high attention to detail.
  • Highly Proficient in Microsoft Excel.
  • Excellent interpersonal skills.
  • Ability to work on own initiative and within tight deadlines, prioritizing in a demanding environment.

TRAVEL REQUIREMENTS:

This position may require light travel within a ten-mile radius from one office location to another as needed.

Responsibilities:

SCOPE AND PURPOSE:

ManhattanLife is seeking a Junior Investment Operations Analyst to join our team. The ideal candidate will be a self-starter and will be responsible for preforming various analytical and administrative duties for the investment team.

DUTIES AND RESPONSIBILITIES:

  • Support the trading desk with trade allocation, settlement, and processing corporate actions.
  • Preparing daily cash position and reconciliation.
  • Creating quarterly investment committee and board presentations.
  • Maintain and update daily, monthly, quarterly investment reports.
  • Maintain U.S. Treasury tracking spreadsheet and invoices.
  • Generate competitive analysis by quarter utilizing NAIC downloads of financials.
  • Maintain contact list database which includes brokers, banks, and trust relationships.
  • Manage trust relationships and state deposits which includes managing the maturity schedule, releasing matured notes, and obtaining DOI approval of new collateral.
  • Additional tasks as assigned.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

HR / Administration / IR

Finance

Graduate

Accounting finance or business administration

Proficient

1

Houston, TX 77092, USA