Investment Operations Business Analyst II

Security Benefit Business Services / Everly Life•Topeka, KS

1d•Hybrid

About The Position

This role combines operational execution with strategic enablement, including oversight of external managers, collateral and asset servicing activities, operational risk management, and business analysis for initiatives across Asset Services, Legal, and Compliance. The position serves as a key liaison across business units and may lead or support PMO activities for department-specific projects, ensuring scalable processes, strong controls, and alignment with organizational priorities. The Investments Operations Business Analyst II position reports to the 2nd VP, Head of Asset Services and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

Bachelor’s degree in Accounting , Finance, Business Administration, MIS, Computer Science, or related fields
4-8+ years of experience in Investment Operations or Business Analysis supporting Insurance industry investment accounting and/or financial reporting experience preferred
Strong relationship management skills with a customer first approach, ensuring timely communication, proactive issue resolution, and consistent delivery of accurate and reliable operational outcomes
Knowledge of investments, both fixed-income and equity preferred
Ability to analyze financial documentation and turn into concise data points, develop procedures and communicate detail in both verbal and written form
Advanced experience using spreadsheets and database tools (Excel, MS SQL Server, Oracle)
Strong time management skills with the ability to meet critical deadlines
Highly detail oriented – absolute commitment to accuracy is required
Achievement oriented – focused on getting work done quickly and efficiently
Strong technical/analytical capability with excellent problem solving and decision making skills
Strong written and verbal communication skills along with presentation skills
Ability to handle multiple tasks of highly varied nature in a timely manner
Strong business acumen, and existing knowledge of financial services industry preferred

Responsibilities

Work with business users to understand their business processes and information needs
Gather and document business requirements, translate needs into workflows and process improvements, support testing, implementation and validation as well as develop use cases and gather requirements for needed projects.
Lead or support department projects tracking timelines, risks and deliverables and coordinate across key stakeholders and teams.
Support the end to end lifecycle of investments including trade interfaces, repo trading and collateral, pricing, external manager governance, state deposit governance, corporate actions, asset transfers and identify and resolve operational issues and exceptions.
Monitor and develop operational risk framework and controls, support audit, compliance and documentation requirements through partnership with risk, legal and compliance teams.
Responsible for identifying efficiencies in the reporting process and working with the team to convert recurring reports to the reporting system. Analyst will have exposure to a variety of financial data and work with a variety of asset types
Contribute to the development and implementation of standardized procedures for supporting the Legal, Compliance and Asset Services department according to best practices and industry standards
Participate in development and changes to areas of responsibility that would enhance, improve or facilitate job performance, process or workflow

Benefits

Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.