Investment Operations Analyst-alternative Investments

Hortica Insurance

Stevens Point, WI, United States
Hybrid
Alternative investments operations
Execute operational tasks
Monitor compliance inquiries
Provides middle office support to investments throughout the investment lifecycle from onboarding, servicing and termination

Job Summary

  • Provides middle office support to investments throughout the investment lifecycle from onboarding, servicing and termination.
  • In this role, you will be responsible for executing operational tasks, such as completing transactions, monitoring and responding to compliance inquiries, statement and documentation management and performing audit functions such as researching and responding to requests for information.
  • Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.

Matching Summary

Provides middle office support to investments throughout the investment lifecycle from onboarding, servicing and termination.

Skills & Requirements

Must-have

  • Alternative Investments operations
  • Execute operational tasks
  • Monitor compliance inquiries
  • Manage statements and documentation
  • Perform audit functions
  • Conduct portfolio monitoring

Nice-to-have

  • Industry knowledge of investments
  • Continuous process improvements
  • Collaborate with cross-functional departments
  • Participate in industry conferences

Key Requirements

  • Bachelors Degree or equivalent work experience
  • 2+ years of related work experience
  • Advanced Excel skills
  • Basic database skills
  • F-1, J-1, and H-1 Visa holders not eligible

Work Rights

Not specified

Tailored Resume

Cover Letter