Investment Operations Analyst - Intermountain Health
Annapolis, MD
About the Job
Job Description:
The Investment Operations Analyst supports all Intermountain investment programs, including: IHC Health Services, Inc.; IHC Pension Plan Directed Trust; Intermountain Retiree Welfare Benefit Trust; Employee Savings Plans; SelectHealth, Inc.; and various affiliated and non-affiliated Foundation Portfolios. This is a system-wide role that interacts with all levels of the finance organization and reports to the Director of Investment Operations.
This is a 100% remote position however, currently we are unable to consider candidates for remote opportunities in the following states: California, Hawaii, Illinois, New York, Rhode Island, Vermont, Connecticut and Washington. Training is required in office.
+ Assists in the review of all investment manager fee invoices, comparing to contract terms and custodial valuations to ensure accuracy prior to payment.
+ Monitors correspondence with more than 100 external investment managers and ensures the data is categorized and stored properly.
+ On an annual basis, reviews all side letters with each investment manager and ensures the terms of the side letters are being upheld.
+ Assists in the onboarding of new managers and funds including, categorizing completed contracts, verifying tax filings, reviewing annual ADVs, and the integration of side letter terms into the CRM system
+ Assists with reviewing and auditing data in our CRM system including, K-1s, PFIC, EINs, CRD#, Annual ADV AUM, account transactions, account balances, investment manager contact information, and investment operations annual reviews.
+ Completes questionnaires and requests from investment managers relating to anti-money laundering and Know Your Client requests.
+ Partners with other department leaders on projects as needed.
Skills
+ Investments
+ Business Acumen
+ Legal Practices
+ Risk Management
+ Finance
+ Financial Analysis
+ Leadership
+ Documentations
+ Accounting
+ Contracts
Minimum Qualifications
+ Demonstrated experience in a role requiring effective project management skills, a high degree of accuracy, attention to detail, and sound decision making with limited supervision.
+ Demonstrated experience working with either contracts, legal analysis, financial service audit / consulting, bank operational risk or middle / back office, or related financial management in a role requiring contract review or analysis skills.
+ Experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
+ Demonstrated ability to work on multiple assignments concurrently under tight deadlines.
+ Experience in a role requiring effective verbal, written, and interpersonal communication skills.
Preferred Qualifications
+ Bachelor's degree in Finance or Accounting or business-related discipline plus two years of related finance experience. Degree must be obtained through an accredited institution. Education is verified.
+ Legal experience.
+ Two years in a role requiring effective project management skills, a high degree of accuracy, attention to detail, and sound decision making with limited supervision.
+ Two years of experience working with either contracts, legal analysis, financial service audit / consulting, bank operational risk or middle / back office, or related financial management in a role requiring contract review or analysis skills.
Physical Requirements:
+ Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
+ Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
+ Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
+ May have the same physical requirements as those of clinical or patient care jobs when the leader takes clinical shifts.
+ For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles.
Location:
Key Bank Tower
Work City:
Salt Lake City
Work State:
Utah
Scheduled Weekly Hours:
40
The hourly range for this position is listed below. Actual hourly rate dependent upon experience.
$40.02 - $63.03
We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
Learn more about our comprehensive benefits packages for our Idaho, Nevada, and Utah based caregivers (https://intermountainhealthcare.org/careers/working-for-intermountain/employee-benefits/) , and for our Colorado, Montana, and Kansas based caregivers (http://www.sclhealthbenefits.org) ; and our commitment to diversity, equity, and inclusion (https://intermountainhealthcare.org/careers/working-for-intermountain/diversity/) .
Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
All positions subject to close without notice.
The Investment Operations Analyst supports all Intermountain investment programs, including: IHC Health Services, Inc.; IHC Pension Plan Directed Trust; Intermountain Retiree Welfare Benefit Trust; Employee Savings Plans; SelectHealth, Inc.; and various affiliated and non-affiliated Foundation Portfolios. This is a system-wide role that interacts with all levels of the finance organization and reports to the Director of Investment Operations.
This is a 100% remote position however, currently we are unable to consider candidates for remote opportunities in the following states: California, Hawaii, Illinois, New York, Rhode Island, Vermont, Connecticut and Washington. Training is required in office.
+ Assists in the review of all investment manager fee invoices, comparing to contract terms and custodial valuations to ensure accuracy prior to payment.
+ Monitors correspondence with more than 100 external investment managers and ensures the data is categorized and stored properly.
+ On an annual basis, reviews all side letters with each investment manager and ensures the terms of the side letters are being upheld.
+ Assists in the onboarding of new managers and funds including, categorizing completed contracts, verifying tax filings, reviewing annual ADVs, and the integration of side letter terms into the CRM system
+ Assists with reviewing and auditing data in our CRM system including, K-1s, PFIC, EINs, CRD#, Annual ADV AUM, account transactions, account balances, investment manager contact information, and investment operations annual reviews.
+ Completes questionnaires and requests from investment managers relating to anti-money laundering and Know Your Client requests.
+ Partners with other department leaders on projects as needed.
Skills
+ Investments
+ Business Acumen
+ Legal Practices
+ Risk Management
+ Finance
+ Financial Analysis
+ Leadership
+ Documentations
+ Accounting
+ Contracts
Minimum Qualifications
+ Demonstrated experience in a role requiring effective project management skills, a high degree of accuracy, attention to detail, and sound decision making with limited supervision.
+ Demonstrated experience working with either contracts, legal analysis, financial service audit / consulting, bank operational risk or middle / back office, or related financial management in a role requiring contract review or analysis skills.
+ Experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
+ Demonstrated ability to work on multiple assignments concurrently under tight deadlines.
+ Experience in a role requiring effective verbal, written, and interpersonal communication skills.
Preferred Qualifications
+ Bachelor's degree in Finance or Accounting or business-related discipline plus two years of related finance experience. Degree must be obtained through an accredited institution. Education is verified.
+ Legal experience.
+ Two years in a role requiring effective project management skills, a high degree of accuracy, attention to detail, and sound decision making with limited supervision.
+ Two years of experience working with either contracts, legal analysis, financial service audit / consulting, bank operational risk or middle / back office, or related financial management in a role requiring contract review or analysis skills.
Physical Requirements:
+ Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
+ Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
+ Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
+ May have the same physical requirements as those of clinical or patient care jobs when the leader takes clinical shifts.
+ For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles.
Location:
Key Bank Tower
Work City:
Salt Lake City
Work State:
Utah
Scheduled Weekly Hours:
40
The hourly range for this position is listed below. Actual hourly rate dependent upon experience.
$40.02 - $63.03
We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
Learn more about our comprehensive benefits packages for our Idaho, Nevada, and Utah based caregivers (https://intermountainhealthcare.org/careers/working-for-intermountain/employee-benefits/) , and for our Colorado, Montana, and Kansas based caregivers (http://www.sclhealthbenefits.org) ; and our commitment to diversity, equity, and inclusion (https://intermountainhealthcare.org/careers/working-for-intermountain/diversity/) .
Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
All positions subject to close without notice.
Source : Intermountain Health
