Investment Operations Associate - Military veterans preferred

2024-04-16
AppCast (https://www.appcast.io)
Other

/yr

  full-time   employee


Montpelier
Vermont
05604
United States

THE COMPANY For 175 years, National Life Group ("NLG") has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America's Main Streets: "To Do good in our communities and with the individual families we serve."NL Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.THE POSITIONPosition SummaryThe Investment Operations Associate will be responsible for executing critical operational processes every day to support all asset classes within the portfolio. This role will be a key contributor to the operations team which provides accurate, complete, and timely processing of trades and security administration. In this fast-paced dynamic team, the daily contributions are the foundation to support investment decisions, results, and strategy across our General Account Investment Mandate. ResponsibilitiesProcessing of trades daily across Bloomberg, PAM, and Blackrock systemsReconciling each data point for trades and positions across all systems and databasesProcessing corporate actions in the associated systems and communicating transactions with key business partnersSettling collateral and margin calculations associated with our derivative positionsBuilding and maintaining key operational reports associated with our controls and ad hoc compliance reportingTHE PERSONPivotal Experience & ExpertiseUndergraduate degree in Finance, Economics or AccountingExperience in banking, financial services, or financial operationsExperience using Excel, Access, Bloomberg, or PAMIntellectual curiosity with the desire to learn and pursue an investment careerSolid interpersonal skills and ability to form meaningful working partnershipsInclusive team player with a collaborative and cooperative approachStrong work ethic and proactive professional dispositionCultural FitResults-driven mindsetThrives in a collaborative environment where the best ideas that drive the best results are rewardedHas the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not knowLove of learning - comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisionsComfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations - finding answers and solutionsProficient in giving and receiving constructive feedback in both real time and structured environmentsDemonstrates transparent, direct, and open communication across the organizationPromotes collaboration and has a "firm first" attitude - does what is right for National Life GroupCommitment to our mission and valuesIn addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employmentNational Life is accepting applications for this role on an ongoing basis and the role remains open until filled. National Life GroupĀ® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.National Life Group1 National Life DrMontpelier, VT 05604Social Media PolicySite Disclosure and Privacy Policy#LI-KV1#LI-Hybrid