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Title

Sr. Investment Support Specialist 

Category Clerical  
Description

Job Summary

The Sr. Investment Specialist supports the Chief Investment Officer and investment staff for NWL’s $10 billion + investment portfolio.  This position is responsible for the day to day administrative operations of NWL’s Investment Department as well as middle office and back office activities including trade processing, cash management, account reconciliation, corresponding with brokers/counterparties, managing collateral and reporting.

 

Essential Functions

  • Responsible for monitoring and tracking alternative and private investment transactions (capital calls) and for initiating all cash wires related to these investments
  • Perform trade settlement responsibilities for bond, commercial paper and option transactions
  • Partner with custodians, reinsurers, and other internal departments on trade processing, corporate actions, daily cash requirements and ensure funding needs are met
  • Reconcile monthly investment activity and valuations to ensure accurate reporting
  • Monitor and manage collateral with counterparties
  • Produce and maintain reports, including Board reports, related to investment activity
  • Supply information for other internal departments, particularly Accounting and Actuarial
  • Complete audit requests as required.
  • Maintain operational procedures and documentation to ensure compliance with regulatory requirements.
  • Responsible for handling billing and maintaining departmental budget
  • Assist in managing calendars, scheduling meetings and travel arrangements
  • Respond to vendors and partners for documentation and information
 
Position Requirements

 

Knowledge, Skills & Abilities

  • Proactive self starter with strong attention to detail and accuracy
  • Strong analytical skills and problem solving abilities
  • Excellent organization and time management skills with the ability to multi-task
  • Excellent communication skills, both written and verbal
  • Skilled in applying MS Office applications and applicable software tools, particularly Excel
  • Knowledge of basic accounting methods preferred
  • Knowledge of investment instruments and investment management systems, such as Bloomberg, 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 accepting applications.

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