At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
What you will do:
- Review and validate investment transaction details to ensure accuracy and completeness.
- Collaborate with counterparties, brokers, and custodial banks to resolve trade settlement discrepancies and issues in a timely manner.
- Execute the daily derivatives collateral management process, including monitoring and reconciliation activities.
- Maintain high standards of data integrity across investment accounting and portfolio management systems.
- Perform monthly NAIC ratings updates, monitor regulatory rating requirements, and coordinate annual filing activities for applicable investments.
- Support corporate action processing, alternative investment capital calls, distributions, and related administrative activities.
- Assist with investment reporting and operational processes to ensure accurate and timely deliverables.
- Develop, maintain, and update documented procedures and OneAmerica Way process documentation for key responsibilities.
- Provide cross-functional support and serve as backup coverage for team members within Investment Reporting & Administration.
- Adhere to established internal controls, policies, and procedures governing investment operations and reporting activities.
- Identify opportunities to improve operational efficiency, streamline processes, and enhance controls.
What you will need:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
- Minimum of 2 years of experience in a finance, accounting, investment operations, treasury, or related financial services role.
- Strong analytical, problem-solving, and organizational skills.
- Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.
- Proficiency with Microsoft Excel and other business applications.
- Strong verbal and written communication skills with the ability to collaborate effectively across teams and external partners.
Salary Band: 05B
#LI-SH1
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
- Medical & prescription, dental, vision insurance
- Health Savings Account & Flexible Spending Accounts
- Paid Time Off
- 10 weeks 100% paid parental leave (after completing 12 months of employment)
- 401(k) Plan with company match
- Pension Plan
- Company paid life & disability insurance
- Wellness Program & Company paid employee assistance program
- Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field
- Minimum of 2 years of experience in finance, accounting, investment operations, treasury, or related financial services role
- Strong analytical, problem-solving, and organizational skills
- Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail
- Proficiency with Microsoft Excel and other business applications
- Strong verbal and written communication skills with ability to collaborate across teams and external partners
- Ability to work hybrid in Indianapolis, IN and periodically return to offices in CA, IN or ME as business needs dictate
What We Do
In a world where stability can be hard to find, you can count on the companies of OneAmerica®. We provide retirement and employee benefit plans, individual life insurance, annuities and asset based long-term care solutions on a more than 140-year foundation of strength. We continue to thrive and grow by keeping our commitments to stability and ongoing policyholder value. As a mutual organization, we have no shareholders. We are accountable only to those who depend on us. That means our priority is serving you — the people and businesses on “Main Street.”
