Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Salt Lake City, UT

Full-time - Entry Level

Remote - Salt Lake City, UT

Hospitals

About the position

The Investment Operations Analyst at Intermountain Healthcare plays a crucial role in supporting various investment programs across the organization. This position 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 effective project management skills and attention to detail, as well as the ability to work collaboratively with other departments. This is a fully remote position, with initial training required in-office.

Responsibilities

• Review investment manager fee invoices for accuracy against contract terms and custodial valuations.
• Monitor correspondence with over 100 external investment managers and ensure proper data categorization and storage.
• Review side letters with investment managers annually to ensure compliance with terms.
• Assist in onboarding new managers and funds, including contract categorization and tax filing verification.
• 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

• Bachelor's degree in Finance, Accounting, or a related business discipline.
• 2 years of experience in financial management, contract review, or legal analysis.
• Demonstrated project management skills with a high degree of accuracy and attention to detail.
• Effective verbal, written, and interpersonal communication skills.
• Experience with word processing, spreadsheet, database, and scheduling applications.

Nice-to-haves

• Legal experience in financial services or contract analysis.
• Experience in a role requiring effective project management skills for at least 2 years.

Benefits

• Comprehensive benefits package including wellness programs.
• Generous support for living healthy and secure.
• Commitment to diversity, equity, and inclusion.