Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Salem, OR

Full-time - Entry Level

Remote - Salem, OR

Hospitals

About the position

The Investment Operations Analyst plays a crucial role in supporting various investment programs at Intermountain Health, including health services, pension plans, and employee savings plans. This position involves interacting with multiple levels of the finance organization and requires a high degree of accuracy and attention to detail. The role is primarily remote, with in-office training required, and focuses on managing investment manager relationships, reviewing contracts, and ensuring compliance with financial regulations.

Responsibilities

• Assist in the review of all investment manager fee invoices for accuracy prior to payment.
• Monitor correspondence with over 100 external investment managers and ensure proper data categorization and storage.
• Review all 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.
• Review and 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.
• Partner with other department leaders on various projects as needed.

Requirements

• Demonstrated experience in project management with a high degree of accuracy and attention to detail.
• Experience working with contracts, legal analysis, financial service audit/consulting, or related financial management roles.
• Proficiency in word processing, spreadsheet, database, internet, and email applications.
• Ability to manage multiple assignments concurrently under tight deadlines.
• Effective verbal, written, and interpersonal communication skills.

Nice-to-haves

• Bachelor's degree in Finance, Accounting, or a business-related discipline with two years of related finance experience.
• Legal experience.
• Two years in a role requiring effective project management skills and sound decision-making.

Benefits

• Comprehensive benefits package including health, dental, and vision insurance.
• 401k retirement savings plan with matching contributions.
• Paid time off and holidays.
• Employee wellness programs and resources.