At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

This position provides leadership, coaching, and training to a team of staff. This position is responsible for independently gathering, analyzing, and reporting multi-faceted investment data. This position is also responsible for maintaining accuracy of complex accounting systems, monitoring portfolio compliance and trade settlement, and playing a lead role in managing projects. Participates in and contributes toward the development of the investment operation's investment processes and policies that achieve the objectives of investment operations.

Job Responsibilities:

• Takes a lead role and independently:
• Gathers, analyzes, and reports investment performance data
• Identifies and resolves significant problems in a timely manner
• Determines need for and creates analytical reports
• Maintains accuracy and integrity of complex applications, systems, and databases
• Calculates and analyzes investment performance and/or forecasting investment income
• Reconciles information from various investment management systems
• Prepares modeling of various securities or information
• Monitors portfolio compliance and trade settlement process
• Performs the month-end closing process
• Researches and resolves complex issues related security transactions or processes
• Produces ad-hoc reports of information from various sources
• Leads special projects and prepares custom analyses for clients and management
• Acts as a technical expert in operations processes, procedures and technology
• Continually looks for ways to automate and streamline processes and procedures; works independently to determine solutions.
• Participate in the development and implementation of investment strategies and tactics within the function.
• Maintain and foster effective relationships at all levels both within and outside of the company with senior leaders, portfolio managers, traders, research, analysts and Wall Street.
• Provide back-up analytical and accounting support to other investment classes as needed.

• Leadership:
• Leadership/Coaching: Provides day-to-day leadership and supervision to team members.
• Inspires team to focus on adherence to TruStage policies and processes.
• Fosters a positive work environment.
• Develops and maintains productive working relationship with team members.
• Career Development/Performance & Dialogue: Sets goals and standards of performance for team which are linked to business goals; uses appropriate measurement methods to monitor progress; takes suitable accountability for successful completion of assignments or tasks.
• Provides on-going dialogue to team members about their performance.
• Coaches and helps establish individual development and career plans.
• Prepares employee performance appraisals and merit recommendations.

• Communication:
• Informs team of changes, potential changes and other pertinent information affecting the department.
• Plans, coordinates and conducts meetings to discuss operational procedures and provide on-going training to the team as needed.
• Supports the dissemination of TruStage corporate-wide and Center-specific communications on-site.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Undergraduate degree in Accounting, Finance, Mathematics, Economics or related field; graduate degree, CPA, CFA or similar designation strongly preferred.
• 7-10 years progressively responsible investment operations experience to include comprehensive knowledge of investment securities, investment accounting, operations, and the use of technology
• Demonstrated strong analytical skills and ability to work independently.
• Ability to mentor more junior analysts.
• Ability to build long-term relationships at all levels with co-workers and internal/external clients. Proven skill in negotiating, influencing and willingness to involve others in the decision-making process. Ability to clearly communicate verbally and in writing.
• Achievement orientation demonstrated by a long track record of leadership, solid judgment, high performance and achievement of target results.
• Demonstrated knowledge of Bloomberg and other investment management systems as well as the MS Office suite.

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If you're ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$98,200.00 - $147,400.00

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.