Talent.com
AIM Analyst/Senior Analyst - Investment Operations | Hybrid
AIM Analyst/Senior Analyst - Investment Operations | HybridAllianz Life Insurance Company • Minneapolis, MN, US
AIM Analyst / Senior Analyst - Investment Operations | Hybrid

AIM Analyst / Senior Analyst - Investment Operations | Hybrid

Allianz Life Insurance Company • Minneapolis, MN, US
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

AIM Analyst / Senior Analyst - Investment Operations | Hybrid

At Allianz Life, we are guided by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.

What you do :

This position involves supporting senior members of the team and the portfolio managers in daily Investment Operations with focus on listed assets including Corporate Bonds, Munis, Structured Securities, and Agency MBS. You will learn the lifecycle of investments and support the ongoing operations and expansion of AIM’s listed portfolio and processes. This includes trade settlement and processing, reconciling, and investment and accounting reporting.

The role requires the desire to learn from others on the team. This role needs analytic and communication skills, attention to detail and a general understanding of financial markets and investment principles. You will report into the AIM AVP – Investment Operations.

  • Trade and Position Review : Facilitate the timely and accurate booking of trades and resulting positions, ensuring that all trades are reflected on Allianz's books and records (IBOR, ABOR) observing regulatory guidelines and internal policies.
  • Cash Management : Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner.
  • Reconciliation : Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner.
  • Investment Strategy Execution : Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately demonstrating knowledge of the governing documents of the investment mandates.
  • Reporting : Produce reports to provide insight into accounting, compliance and risk management, and operational efficiency.
  • Process Improvement : Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk.
  • Investment Operations Controls : Monitor and ensure sound investment operational controls both internally and with external asset managers over core processes including trade settlement, cash, and related reconciliations.
  • Relationship Management : Building strong relationships internally and with asset managers is critical to the success of this role.
  • Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring :

  • 1+ year of experience required : Relevant internship experience or part-time job in the financial industry. Strong analytical, quantitative, critical thinking skills, and pays attention to details.
  • Four year degree required : Finance, accounting, economics, or a related field.
  • You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.
  • Job posting range :

    AIM Analyst : $55,000 - $89,000

    AIM Senior Analyst : $63,000 - $110,000

    Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and / or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth.

    What we offer :

    At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer : a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer. For additional information regarding What It’s Like To Work Here | Allianz Life .

    83691 | Asset & Investment Management | Professional | Allianz US Life | Full-Time | Permanent

    Warning : When posting this job advertisment on an external job board, the length of the following fields combined must not exceed 3950 characters : "External Posting Description", "External Posting Footer"

    Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity : we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

    Join us. Let's care for tomorrow. #LI-TD1

    Create a job alert for this search

    Investment Analyst • Minneapolis, MN, US

    Related jobs
    Financial Analyst III

    Financial Analyst III

    Medica • Minnetonka, MN, United States
    Full-time
    Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences an...Show more
    Last updated: 30+ days ago • Promoted
    Finance Business Partner (Hybrid)

    Finance Business Partner (Hybrid)

    Securian • Saint Paul, MN, United States
    Full-time
    As a Finance Business Partner, you will play a critical role in connecting Finance with multiple divisions across the enterprise. You'll provide insights, analysis, and strategic recommendations tha...Show more
    Last updated: 28 days ago • Promoted
    Financial Analyst Consultant

    Financial Analyst Consultant

    VirtualVocations • Minneapolis, Minnesota, United States
    Full-time
    A company is looking for a Financial Analysis Consultant.Key Responsibilities Provide analytical support for financial positioning and growth, including the development of financial plans and bus...Show more
    Last updated: 6 days ago • Promoted
    Financial Analyst Contract

    Financial Analyst Contract

    VirtualVocations • Minneapolis, Minnesota, United States
    Full-time
    A company is looking for a Financial Analysis & Controls (Contract) professional.Key Responsibilities Conduct controls assessments and support financial execution processes related to partner inc...Show more
    Last updated: 5 days ago • Promoted
    Financial Planning Analyst

    Financial Planning Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for a Financial Planning & Analysis Analyst.Key Responsibilities Support the development and implementation of financial planning processes, including budgeting and forecasti...Show more
    Last updated: 30+ days ago • Promoted
    Senior Strategic Finance Analyst

    Senior Strategic Finance Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for a Senior Strategic Finance Analyst.Key Responsibilities Build and maintain detailed financial models for risk contracts and revenue trends Support the development of boa...Show more
    Last updated: 30+ days ago • Promoted
    Annuity Actuarial Finance Lead

    Annuity Actuarial Finance Lead

    Securian • Saint Paul, MN, United States
    Full-time
    At Securian Financial the internal position title is Actuarial Sr Con •.As the Annuity Actuarial Finance Lead, you will be responsible for delivering Individual Annuity actuarial and finance result...Show more
    Last updated: 18 days ago • Promoted
    RFP Analyst

    RFP Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for a Request For Proposal (RFP) Analyst to support the end-to-end RFP process for Treasury's products and services. Key Responsibilities Identify and source RFP opportunities...Show more
    Last updated: 18 hours ago • Promoted • New!
    Financial Business Analyst

    Financial Business Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for a Financial Business Analyst.Key Responsibilities Conduct in-depth financial analysis, including modeling, budgeting, forecasting, and ROI assessments Evaluate business ...Show more
    Last updated: 30+ days ago • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    Key Responsibilities Manage financial processes including forecasting, budget planning, and performance reporting Conduct reporting and analysis on P&L statements, variance to budget / forecast, a...Show more
    Last updated: 30+ days ago • Promoted
    Multi-State Licensed Actuary II

    Multi-State Licensed Actuary II

    VirtualVocations • Minneapolis, Minnesota, United States
    Full-time
    A company is looking for an Actuary II, Multi-State Pricing & Modeling.Key Responsibilities Develop and maintain actuarial models tailored to state-specific requirements Design and implement aut...Show more
    Last updated: 6 days ago • Promoted
    Analyst, Impact Investing

    Analyst, Impact Investing

    ECMC Group • Minneapolis, MN, United States
    Full-time
    ECMC Group is a nonprofit corporation focused on helping students succeed.Headquartered in Minneapolis, ECMC Group and its family of companies provide financial tools and services, as well as fundi...Show more
    Last updated: 30+ days ago • Promoted
    Actuarial Consultant

    Actuarial Consultant

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for an Actuarial Sr Consultant - Remote.Key Responsibilities Perform quantitative analysis of healthcare utilization and cost data, prepare client reports, manage project tim...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Business Analyst

    Senior Financial Business Analyst

    VirtualVocations • Saint Paul, Minnesota, United States
    Full-time
    A company is looking for a Senior Financial Business Analyst to support financial business analysis, development, and operations. Key Responsibilities Lead business analysis and enhancement of com...Show more
    Last updated: 30+ days ago • Promoted
    Actuarial Analyst - Trend Analytics

    Actuarial Analyst - Trend Analytics

    UnitedHealth Group • Eden Prairie, MN, United States
    Full-time
    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect...Show more
    Last updated: 6 days ago • Promoted
    Actuarial Consultant ALDP - Remote

    Actuarial Consultant ALDP - Remote

    UnitedHealth Group • Minnetonka, MN, United States
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show more
    Last updated: 30+ days ago • Promoted
    CIMA Certified FP&A Analyst

    CIMA Certified FP&A Analyst

    VirtualVocations • Minneapolis, Minnesota, United States
    Full-time
    A company is looking for an FP&A Analyst (Spain / UK).Key Responsibilities Lead the preparation of global financial plans and annual budgets for the SaaS business unit Design and maintain complex ...Show more
    Last updated: 2 days ago • Promoted
    Actuarial Analyst I

    Actuarial Analyst I

    VirtualVocations • Minneapolis, Minnesota, United States
    Full-time
    A company is looking for an Actuarial Analyst I.Key Responsibilities Performing rate reviews and ad hoc analysis to determine appropriate rates Compiling information from various departments and...Show more
    Last updated: 30+ days ago • Promoted