Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Carson City, NV

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.