Share Email Opening Title Investment Support Specialist  Category Clerical   Description Job Summary This position supports the Chief Investment Officer and investment staff by reviewing bond trade activities, monitoring cash positions, corresponding with option brokers/counterparties, reconciling option expirations, and verifying option trade confirmations. Essential Functions Specific tasks occur daily, weekly, monthly Submitting bond and option trade tickets to custodial banks for processing Ensuring accuracy of option trade expirations Completing option trade tickets Maintaining/updating spreadsheets as necessary with up to date option/trade/expiration information including monthly price reasonableness spreadsheets Confirming pricing of securities in NWL portfolio Preparing internal and external reports, summaries and Schedules as assigned Answering phone calls and replying to e-mails from brokers or other trading partners Preparing materials and summaries for the Board related to investment activities; and similar related tasks. Responsible for maintaining departmental budget Keeping office supplies in stock or ordered, and managing general office routines. This position will receive direction from internal staff and external partners and performs similarly related duties as assigned.   Position Requirements Knowledge, Skills & Abilities Strong attention to detail and accuracy Knowledge of basic accounting methods Skilled in applying MS Office applications and applicable software tools Ability to research data related to financial instruments and securities Ability to work effectively under tight deadlines Ability to effectively prioritize large and varied work activities Knowledge of option valuations, processing bond/option trade tickets and trade CUSIPs preferred Education & Experience High school graduation or equivalent plus 5 years of experience related to financial analysis, transactional recordkeeping, or securities processing. Additional education in a relevant field of study may substitute for up to 2 years of required experience   Full-Time/Part-Time Full-Time   Position Investment Specialist   Exempt/Non-Exempt Non-Exempt   About the Organization National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   This position is currently not accepting applications. To search for an open position, please go to http://NationalWesternLife.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Bilingual Administrative Support in Austin, Texas Posted on: 3/27/2024 [Apply Now] Administration Technical Analyst I in Austin, Texas Posted on: 12/14/2023 [Apply Now] Supervisor, Premium Collection in Austin, Texas Posted on: 12/14/2023 [Apply Now] Case Manager in Austin, Texas Posted on: 12/14/2023 [Apply Now] Imaging Specialist in Austin, Texas Posted on: 12/13/2023 [Apply Now] Other Jobs Within 60 Miles Systems Analyst, OIPA Configuration in Austin, Texas Posted on: 12/12/2023 [Apply Now] Team Lead - Software Developer in Austin, Texas Posted on: 12/12/2023 [Apply Now] Solutions Architect, OIPA in Austin, Texas Posted on: 12/15/2023 [Apply Now] Database Administrator in Austin, Texas Posted on: 3/21/2024 [Apply Now] Sr. Investment Support Specialist in Austin, Texas Posted on: 10/25/2023 [Apply Now]

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