Senior Analyst, Investment Operations
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Job Description
Senior Analyst managing investment operations and compliance for the American Red Cross. Overseeing financial reporting and collaborating with various internal teams and external stakeholders.
Responsibilities:
- Responsible for the preparation of various interim and annual investment reports for presentation to internal and external stakeholders
- Regular reconciliations between multiple vendors and internal teams
- Assisting in the planning and execution of annual external audit processes
- Ensuring compliance with regulatory requirements in the applicable financial reporting areas
- Assisting with operational controls and risk management needs
- Overseeing vendor processes and making recommendations to better leverage data
Requirements:
- Bachelor’s degree in Accounting, Economics, Finance, Business or related field
- A Masters degree or CPA is desirable
- Minimum of three years of demonstrated progressive responsibility and relevant experience, preferably with a leading private sector endowment, foundation, or qualified plan organization
- Audit experience with one of the Big Four firms and investment industry legal and regulatory knowledge is strongly desired
- Knowledge related to private equity and derivative investments
Benefits:
- Medical, Dental Vision plans
- Health Spending Accounts & Flexible Spending Accounts
- PTO: Starting at 19 days a year; based on type of job and tenure
- Holidays: 11 paid holidays comprised of six core holidays and five floating holidays
- 401K with up to 6% match
- Paid Family Leave
- Employee Assistance
- Disability and Insurance: Short + Long Term
- Service Awards and recognition
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