Protective Life · 1 day ago
Investment Operations Associate II
Birmingham, AL
Full-time
Onsite
New Grad, Entry Level
$64K/yr - $80K/yrProtective is committed to helping customers against life’s uncertainties. The Investment Operations Associate II supports the Investment Management business by ensuring accurate investment data and efficient operations while collaborating with various teams to maintain data integrity and drive operational improvements.
FinanceFinancial ServicesInsurance
Responsibilities
Support securities and derivatives data management operations, ensuring accurate and timely investment information
Develop, manage, and maintain investment data used for internal reporting, including transactions, positions, performance, analytics, and limit monitoring
Conduct deep‑dive data analyses to validate the accuracy, completeness, and timeliness of investment data
Enhance quality control processes for reference and analytical investment data, including developing tools for monitoring, diagnostics, and issue resolution
Manage trade settlement processes while coordinating with custodians and Middle Office teams
Apply knowledge of compliance frameworks, including Know Your Customer (KYC) and Anti‑Money Laundering (AML) standards
Produce investment reporting across transactions, positions, performance measurement and attribution, scenario analysis, stress testing, counterparty analysis, and compliance monitoring
Support process gap analyses and contribute to continuous improvement efforts, including strengthening operational and risk controls
Complete daily reconciliations across multiple platforms and investment products
Support the development of the Systems Management Framework by partnering with IT and the Investments Front Office to enhance system functionality
Identify and propose technology enhancements related to data management and reporting
Assist with development and implementation of new investment management systems, including user training and customization support
Lead or support technology‑driven initiatives to improve operational processes and system efficiency
Perform system administration tasks to maintain system controls and proper segregation of duties
Contribute to special projects and broader corporate initiatives as needed
Qualification
Required
Bachelor's degree in Business, Finance, Mathematics, Accounting, or a related field from an accredited institution
Strong analytical and problem‑solving skills with the ability to interpret data and identify trends or issues
Intermediate to advanced Excel skills, including pivot tables, filtering, and macros
High accuracy and attention to detail, particularly when working with large data sets
Ability to meet deadlines and adapt quickly in a fast‑paced, dynamic environment
Strong communication and collaboration skills, with the ability to work effectively across cross‑functional teams
Ability to manage multiple tasks within the Investment Operations environment and maintain organized workflows
Strategic thinking with the ability to simplify and translate complex concepts
Service‑oriented approach, with a desire to learn, grow, and contribute to process improvement initiatives
Working knowledge of investment operations, including securities and derivatives data, reporting, compliance requirements, and reconciliation processes
Preferred
Familiarity with KYC, AML, and related regulatory frameworks
Experience in investment operations or a related investment environment preferred
Demonstrated ability to analyze data and uphold high standards of data quality and accuracy
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
Founded in 1907
1001-5000 employees
H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2022 (1)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase