Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Harrisburg, PA

Full-time - Entry Level

Remote - Harrisburg, PA

Hospitals

About the position

The Investment Operations Analyst plays a crucial role in supporting various investment programs at Intermountain Health. This position involves interacting with multiple levels of the finance organization and is responsible for ensuring the accuracy of investment manager fee invoices, monitoring correspondence with external investment managers, and assisting in the onboarding of new managers and funds. The role requires a high degree of accuracy, attention to detail, and effective project management skills, all while working in a 100% remote environment with some in-office training requirements.

Responsibilities

• Review all investment manager fee invoices for accuracy against contract terms and custodial valuations prior to payment.
• Monitor correspondence with over 100 external investment managers, ensuring proper categorization and storage of data.
• Review side letters with investment managers annually to ensure compliance with terms.
• Assist in onboarding new managers and funds, including contract categorization and verification of tax filings.
• Audit data in the CRM system, including K-1s, PFIC, EINs, and account transactions.
• Complete questionnaires and requests from investment managers related to anti-money laundering and Know Your Client requirements.
• Collaborate with department leaders on various projects as needed.

Requirements

• Demonstrated experience in project management with a focus on accuracy and attention to detail.
• Experience with contracts, legal analysis, financial service audit/consulting, or related financial management roles.
• Proficiency in word processing, spreadsheet, database, and scheduling applications.
• Ability to manage multiple assignments under tight deadlines.
• Strong verbal, written, and interpersonal communication skills.

Nice-to-haves

• Bachelor's degree in Finance, Accounting, or a related discipline with two years of relevant finance experience.
• Legal experience.
• Two years of project management experience with a focus on accuracy and decision-making.
• Two years of experience in contract review or analysis within financial management.

Benefits

• Comprehensive benefits package covering wellness programs.
• Generous support for living healthy, happy, secure, connected, and engaged.