Investment Operations Analyst

$83,242 - $131,102/Yr

Intermountain Health - Columbia, SC

Full-time - Entry Level

Remote - Columbia, SC

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

• Review investment manager fee invoices for accuracy against contract terms and custodial valuations.
• Monitor correspondence with over 100 external investment managers, ensuring 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.

Requirements

• Demonstrated experience in project management with a focus on accuracy and decision-making.
• Experience with contracts, legal analysis, financial service audit/consulting, or related financial management roles.
• Proficiency in word processing, spreadsheets, databases, 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 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.

Benefits

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