Position Details
About this role
This role involves maintaining fund lineups, producing performance reports, conducting fund analysis, and supporting fund documentation for an insurance and financial services company.
Key Responsibilities
- Maintain product lineups
- Produce performance reports
- Conduct fund analysis
- Review fund documents
- Coordinate with stakeholders
Technical Overview
Proficiency in Excel, fund analysis, performance reporting, and familiarity with Morningstar Direct and fund legal documents.
Ideal Candidate
The ideal candidate is a mid-level investment operations analyst with experience in fund analysis, performance reporting, and fund documentation. They should be detail-oriented, proficient in Excel, and familiar with private funds and COLI products.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience with fund analysis or performance reporting, Inability to work remotely, No familiarity with COLI or private funds
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