Sr Investment Operations Analyst - HYBRID (Carmel, IN)

Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible.

CNO Financial Group’s 40|86 Advisors are hiring a Sr. Investment Operations Analyst to assist in the development and adherence of controls within the Investment Operations group and assist in the certain investment operations processes. This role will provide direct support to mid-level business or functional leaders of 40|86 Advisors and is also responsible for identifying process improvements and value-added project work while maintaining business continuity and timely reporting. This work also requires regular interaction with 40|86/CNO senior leaders and internal/external auditors.

This is your opportunity to exercise significant judgment, quality documentation, and strong communication skills within a SOX audit-controlled environment.

As a Sr. Investment Operations Analyst, your responsibilities will include:

• Ensuring SOX key controls are adhered to, and designing and implementing new internal controls as needed.

• Working with internal and external auditors regarding Investment Operation internal controls and substantiative testing work.

• Interfacing with portfolio managers, traders, custodians, and broker dealers in support of investment decisions.

• Detailed analytical and evaluative review of investment data.

• Fixed Income and Option trade processing.

• Mortgage loan set-up and payment processing.

• Collateral review and processing.

The Sr. Investment Operations Analyst position is well-suited for you if you:

• Have knowledge of financial and investment principles and practices.

• Have strong business acumen, analysis skills, and written and verbal communication skills.

• Can excel with new, complex, and evolving tasks in a fast-paced environment.

• Are proficient with MS Excel, Access, Word, PowerPoint, and Oracle BI.

• Are familiar with investment systems such as Bloomberg and WSO Markit.

What you’ll need:

• Bachelor’s degree in Finance, Accounting, or related field.

• 5 years of related work experience.

• Understanding of and prior experience with SOX internal controls.

What will set you apart:

• Problem-solving skills along with project management skills.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k) retirement plan with company match

• Short-term & long-term disability insurance

• Paid time off and corporate holidays,

• Paid parental leave

• Company-paid life insurance

Click on this link for additional information.

This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.  CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States. 

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents.  Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company.  We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

#LI-CD1

Compensation

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.