Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Carson City, NV

posted 14 days ago

Full-time - Entry Level
Remote - Carson City, NV
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 is system-wide and involves interaction with all levels of the finance organization, reporting directly to the Director of Investment Operations. The role is primarily remote, with in-office training required.

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.
  • Collaborate with other department leaders on various projects.

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, email, and scheduling applications.
  • Ability to manage multiple assignments under tight deadlines.
  • Effective verbal, written, and interpersonal communication skills.

Nice-to-haves

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

Benefits

  • Comprehensive benefits package covering wellness programs.
  • Generous health insurance options.
  • Retirement savings plans.
  • Paid time off and holidays.
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