Investment Analyst & Operations Coordinator

Royal Neighbors of America•Rock Island, IL

1d•Hybrid

About The Position

The Investment Analyst & Operations Coordinator supports the investment function through the preparation of portfolio reporting, investment analysis, and operational coordination activities. This role is responsible for maintaining accurate investment data across systems, producing recurring and ad hoc reporting for internal stakeholders and investment committees, and supporting the execution and documentation of investment transactions. The position works cross-functionally with investments, accounting, and external managers to ensure consistency, accuracy, and timeliness of investment information and materials.

Requirements

Bachelor’s degree from a four-year college or university; five to ten years of related experience and/or training; or equivalent combination of education and experience.
Successful completion of the Life Office Management Association (LOMA) certifications and designations: Customer Essentials Certificate; Associate, Customer Service (ACS); Associate, Life Management Institute (ALMI); and Associate, Insurance Regulatory Compliance (AIRC), required.
Possesses excellent presentation and relationship management skills.
Demonstrates knowledge and experience in multiple asset classes with experience in multiple aspects of portfolio management.
Can develop portfolio monitoring frameworks applying advanced quantitative methods.
Demonstrates the ability to develop and implement risk management frameworks around embedded value, Enterprise Risk Management and Asset Liability Management.
Extensive knowledge of the Microsoft Office suite of products.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply concepts of basic algebra and bond math.
Ability to build Excel models and worksheets for both basic calculations and higher-level analysis or projections.
Subject matter expertise to quantify/explain/apply/probability, distributions, and other advanced math concepts.
Life insurance industry experience.
Familiarity with risk mitigation techniques within the insurance industry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Regularly required to sit; use hands to finger, handle, or feel and talk or hear.
Occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl.
Must occasionally lift and/or move up to 15 pounds.

Nice To Haves

Evidence of professional level of achievement such as an MBA or Chartered Financial Analyst (CFA), preferred.
A working knowledge of Clearwater investment accounting system a plus.

Responsibilities

Prepare and maintain recurring investment reports, including portfolio performance, activity summaries, and analytics for internal stakeholders and committees.
Support investment analytics and forecasting, including cash flow projections, income analysis, and variance explanations.
Maintain data integrity across investment systems, ensuring accuracy of holdings, classifications, yields, and transaction records.
Develop and distribute Investment Advisory Group (IAG) and Investment Committee (IC) materials, including meeting decks, supporting analysis, and minutes in accordance with the work plan.
Collaborate with accounting, external managers, and internal stakeholders to reconcile data and ensure consistent reporting across functions.
Assist with compliance and governance processes, including adherence to investment policies and preparation of supporting documentation.
Assist the Chief Investment Officer in the evaluation of new investment opportunities, including supporting due diligence and analysis, and management of external relationships.
Participate in ad hoc analysis and special projects related to portfolio strategy, asset allocation, risk management, and investment performance.
Support process improvements and operational initiatives, including enhancements to reporting tools, workflows, and document management systems.
Other duties as assigned.