Note: The job is a remote job and is open to candidates in USA. Progressive Insurance is dedicated to helping employees move forward and live fully in their careers. As a senior investment operations analyst, you'll manage trade allocations and analyze investment data to support operations and reporting.
Responsibilities
- Manage trade allocations
- Process investment wire activity
- Analyze investment data to support reporting and operations
- Monitor statutory balances
- Support allocation decisions
- Assist with compliance reporting
- Maintain accurate investment records
- Partner with teams across the organization
Skills
- Bachelor's degree or higher in Accounting, Finance or related field of study, and a minimum of four years investment experience or related experience
- Proficiency with Bloomberg, J.P. Morgan Markets, custodian platforms, and other investment operations or trading support systems
- Strong middle office experience, including interaction with brokers, custodians, trade support teams, settlements, and issue resolution across the trade lifecycle
- Experience with data warehousing, reporting, and visualization tools, including Power BI, to support operational reporting, analysis, and process improvement
- Solid knowledge of investment products, including equities, fixed income/bonds, and derivatives, as well as accounting and portfolio management systems across front-, middle-, and back-office functions
- Experience working in a fast-paced investment operations environment, with the ability to manage multiple priorities and meet deadlines with accuracy
Benefits
- Gainshare annual cash incentive program up to 30% of your eligible earnings, based on company performance.
- Remote work allowed.
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