What are the responsibilities and job description for the Investment Ops Analyst position at OneAmerica Financial?
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
The Investment Ops Analyst plays a critical role in supporting the Investment Real Estate Division through the execution of accurate and timely investment operations activities. This position is responsible for validating investment transactions, coordinating with counterparties and custodial banks to ensure successful trade settlement, managing investment data integrity, and supporting reporting and administrative processes across a diverse investment portfolio. The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced environment where accuracy and collaboration are essential.
What You Will Do
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.
Benefits
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.
For All Positions
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
The Investment Ops Analyst plays a critical role in supporting the Investment Real Estate Division through the execution of accurate and timely investment operations activities. This position is responsible for validating investment transactions, coordinating with counterparties and custodial banks to ensure successful trade settlement, managing investment data integrity, and supporting reporting and administrative processes across a diverse investment portfolio. The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced environment where accuracy and collaboration are essential.
What You Will Do
- Review and validate investment transaction details to ensure accuracy and completeness.
- Collaborate with counterparties, brokers, and custodial banks to resolve trade settlement discrepancies and issues in a timely manner.
- Execute the daily derivatives collateral management process, including monitoring and reconciliation activities.
- Maintain high standards of data integrity across investment accounting and portfolio management systems.
- Perform monthly NAIC ratings updates, monitor regulatory rating requirements, and coordinate annual filing activities for applicable investments.
- Support corporate action processing, alternative investment capital calls, distributions, and related administrative activities.
- Assist with investment reporting and operational processes to ensure accurate and timely deliverables.
- Develop, maintain, and update documented procedures and OneAmerica Way process documentation for key responsibilities.
- Provide cross-functional support and serve as backup coverage for team members within Investment Reporting & Administration.
- Adhere to established internal controls, policies, and procedures governing investment operations and reporting activities.
- Identify opportunities to improve operational efficiency, streamline processes, and enhance controls.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
- Minimum of 2 years of experience in a finance, accounting, investment operations, treasury, or related financial services role.
- Strong analytical, problem-solving, and organizational skills.
- Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.
- Proficiency with Microsoft Excel and other business applications.
- Strong verbal and written communication skills with the ability to collaborate effectively across teams and external partners.
This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.
Benefits
We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
- Medical & prescription, dental, vision insurance
- Health Savings Account & Flexible Spending Accounts
- Paid Time Off
- 10 weeks 100% paid parental leave (after completing 12 months of employment)
- 401(k) Plan with company match
- Pension Plan
- Company paid life & disability insurance
- Wellness Program & Company paid employee assistance program
- Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)
Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.
For All Positions
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.