HHiring Reality
← Horace Mann

Sr Investment Operations Analyst

Horace Mann
Location
Remote
Posted
24 days ago
Department
Finance & Planning
Salary
$66,500.00 - $92,000.00
What they actually want (must-haves)
  • Bachelor’s degree in Accounting, Finance, Business, or a related field
  • 3-5 years relevant experience
  • Proficiency in Excel including XLOOKUP, SUMIFS, aggregation formulas, PivotTables, chart/table construction and reconciliation of large datasets
  • Strong analytical skills and attention to detail
  • Effective collaboration across multiple teams
  • Professional communication and organizational skills
Nice to have
  • Insurance investment/middle office experience
  • Strong PowerPoint and data visualization skills
  • Bloomberg and Bloomberg API experience
What the job really is

The Senior Investment Operations Analyst will manage critical investment reporting and data-quality processes for the company's investment portfolio. Daily tasks include creating and maintaining Excel spreadsheets, generating reports for stakeholders, and integrating third-party data sources. The role also involves supporting investment portfolio operations and identifying opportunities for process improvements, including automation.

Things to weigh
  • Salary range provided, but is commensurate to experience and location, which may lead to variability in compensation
  • Role involves significant Excel use, which may not appeal to all candidates
  • Focus on automation and AI tools may indicate a shift in traditional processes
Job score3.6/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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