Investment Operations Analyst

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Bermuda
Remote
95K-120K Annually
Junior
Insurance • Financial Services
The Role
Supports fixed income investment operations by preparing reports, coordinating meetings, managing correspondence and records, executing cash and security transactions, monitoring trust structures, maintaining custody and banking information, supporting risk-system accuracy, and distributing investment policies. The role also assists with investment data entry, automation, regulatory compliance, vendor coordination, and stakeholder inquiries. Requires a finance-related university degree and strong Microsoft Office skills; investment or reinsurance experience is preferred.
Summary Generated by Built In

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry.

At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work. 

All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or any basis prohibited by the laws that govern its operations.

Job Description: Investment Operations Analyst
 

How will this role contribute to our collective success?
 

The Investment Operations Analyst plays a pivotal role in supporting the Fixed Income Investments team by ensuring the accuracy, efficiency, and integrity of investment operations.

Through meticulous reporting, coordination of key meetings, and seamless execution of cash and security transactions, this role enhances decision-making and operational agility. By maintaining compliance with regulatory and governance standards, fostering strong relationships with internal and external stakeholders, and driving process improvements through automation and technology, the analyst helps safeguard the firm’s financial health and contributes meaningfully to its strategic investment objectives.

What will you do in this role?
 

  • Prepare and format fixed income reports and presentations for key committees using MS Office and AI tools.

  • Manage scheduling and materials for investment meetings and reviews.

  • Draft and issue professional correspondence to third-party investment managers

  • Maintain investment documents and filing systems for secure record-keeping.

  • Respond to client and internal inquiries by phone or email, conducting research and redirecting as appropriate to ensure timely and accurate

  • resolution.

  • Execute cash and security movements to support liquidity and compliance.

  • Monitor trust structures and ensure compliance with agreements and regulations.

  • Assist with investment custody relationships and banking account information, ensuring accuracy and readiness for cash and investment transactions.

  • Assist with maintaining the risk system for accuracy.

  • Maintain and distribute investment policies to ensure regulatory alignment.

  • Enter investment data and support automation to improve efficiency.

  • Partner with teams and vendors to support investment operations.

  • Stay informed of industry and technological developments, regulatory changes, and best practices.

You may also be required to take on additional duties, responsibilities and activities appropriate to the nature of this role.

About You:
 

We encourage you to bring your own experience and expertise to the table, so while there are some qualifications and experiences, we need you to have, we are open to discussing how your individual knowledge might lend itself to fulfilling this role and help us achieve our goals.

What you need to have:
 

  • A university degree in finance, economics, accounting, or a related discipline.

  • What we prefer you to have:

  • 1+ years of experience in the (re)insurance or investment industry

  • Interest in pursuing internationally recognized professional designation (e.g., CFA, CA, CPA)

  • Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel; familiarity with AI-enabled platforms

  • High attention to detail and accuracy, strong work ethic, and demonstrated ability to meet tight deadlines and manage competing priorities.

Role Factors:
 

In this role, you will be required to work in the office.

For this position, we currently expect to offer a base salary in the range of $95,000 - $120,000 (Bermuda). Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location.  

In addition, you will be offered competitive target incentive compensation, with awards based on overall corporate and individual performance. On top of this, you will be eligible for a comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.   

This posting is for an existing vacancy.

Skills Required

  • University degree in finance, economics, accounting, or a related discipline
  • At least 1 year of experience in the insurance, reinsurance, or investment industry
  • Interest in pursuing an internationally recognized professional designation such as CFA, CA, or CPA
  • Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel
  • Familiarity with AI-enabled platforms
  • High attention to detail and accuracy
  • Strong work ethic and ability to meet tight deadlines and manage competing priorities
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The Company
HQ: Hamilton
1,966 Employees
Year Founded: 2001

What We Do

AXIS Capital is a global leader in specialty insurance and reinsurance, providing solutions for complex and evolving risks.

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