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American Red Cross · 2 hours ago

Senior Analyst, Investment Operations (work from home)

United States

Full-time

Remote

Mid, Senior Level

$70K/yr - $90K/yr

3+ years exp

American Red Cross is the world's largest humanitarian network, dedicated to helping millions of lives every year. They are seeking a Senior Analyst for Investment Operations to manage operational, administrative, accounting, and performance functions related to investment portfolios, ensuring compliance and efficiency in financial operations.

Health CareHumanitarianNon ProfitTraining

Responsibilities

The Sr. Analyst will be responsible for the preparation of various interim and annual investment reports for presentation to internal and external stakeholders and inclusion in financials

This will include regular reconciliations between multiple vendors and internal teams, identifying and correcting potential issues, and generating timely final reports supported by data checks and balances

Additional responsibilities will include assisting in the planning and execution of annual external audit processes, including researching changes to controls, audit practices and regulatory changes, the execution of PBCs and preparation of financial statements and footnotes

The Sr. Analyst will work with the Director, Investment Operations and Audit to ensure compliance with regulatory requirements in the applicable financial reporting areas as they apply to institutional investments, including compliance with ASC 820, ASC 815, Topic 210 (ASU 2013-01) and Form 5500

The Sr. Analyst will assist with operational controls and risk management needs, and with administrative functions, such as plan transactions, vendor contracts, invoice processing, and cash maintenance

The Sr. Analyst will oversee vendor processes and make recommendations to better leverage data and ensure the accuracy of data reported

The Sr. Analyst will be the day-to-day contact for internal parties and external vendors, responding to inquiries, facilitating communication, staying abreast of any issues, and ensuing timely responses and resolutions

The Sr. Analyst provide back-up support for the Director as needed

Support other departments and teams within the organization, including Treasury, Tax, Legal and Compliance, as required

Qualification

Investment managementInvestment accountingRegulatory complianceAudit experiencePrivate equity knowledgeDerivative investments knowledgeProject managementCollaboration skillsProblem-solving skillsCommunication skillsPresentation skills

Required

Bachelor's degree in Accounting, Economics, Finance, Business or related field

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

A solid working knowledge of investment management, investment accounting, investment operations, budgeting and strategic planning

Ability to manage complex projects involving various stakeholders and multiple projects of varying priority

Ability to generate respect and trust from staff and external constituencies

Outstanding organizational skills and detail orientation

Goal-oriented, task driven

Strong collaboration skills and experience working in small teams

Creative problem-solving skills and a future-oriented vision

Strong interpersonal, communication, public-speaking and presentation skills

Strong sense of the mission of the American Red Cross