Senior Investment Analyst – Alternatives Operations

Senior Investment Analyst – Alternatives Operations

Requirements

• Bachelor’s Degree in Accounting, Business Administration, Finance or an equivalent field
• 4 to 7 years of experience in Investment Operations, Business Intelligence Reporting, Investment Accounting, or Financial Service industries
• Intermediate understanding of Alternative Investments
• Ability to navigate and understand differing software packages including advanced Microsoft Excel skills
• Intermediate understanding of data and data flow
• Conceptual understanding of end-to-end investments process flows

Responsibilities

• Works closely with front office, operational and controllership teams to support various complex operational processes in order to ensure timely, accurate and efficient flow of alternative trades and transactions.
• Support and/or lead operational projects, process improvement opportunities, and application upgrade testing. Partner with Investments Technology on supporting tactical projects.
• Supports the communication between the assigned team(s) and other working groups within Nationwide Investments.
• Assists with the processing of new transactions and reports, as assigned, to ensure data quality for systems and subsequent downstream accounting and management reporting.
• Processes core transactions in Front/Middle Office systems as well as accounting systems.
• Works with the Data Management and Reporting team on assigned reporting tasks, as well as supports the completion and maintenance of critical reporting.
• Assists with the preparation of system reconciliations and maintenance of proper documentation.
• Works closely with Back-Office Operations and Investment Controllership counterparts to ensure proper coordination between areas.
• Recommends changes to enhance, build or improve existing controls and procedures using Continuous Improvement methods.

Preferred Qualifications

No preferred qualifications provided.