Investment Services Senior Analyst, Private Structured Investments

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Job Overview

TruStage is on a mission to enhance financial accessibility for all, fostering an inclusive environment focused on insurance, investment, and technology solutions. They are committed to building a brighter future for employees and customers alike and are seeking a qualified Investment Services Senior Analyst specialized in Private Structured Investments. This role serves as a critical liaison between Legal, Tax, Compliance, Investment Accounting, and various investment professionals, primarily within TruStage Capital Advisors.

Key Responsibilities

The Investment Services Senior Analyst will oversee several essential functions:

New Deal Management

• Coordinate all phases of documenting and funding deal transactions.
• Manage communications with relevant parties, ensuring transparency and timely reporting.
• Collect and review due diligence materials, maintaining organized deal files from inception to closing.

Existing Deal Management

• Analyze reports, financial statements, and compliance certificates, monitoring various deal flows.
• Handle early loan payoff requests, including prepayment premium calculations.
• Coordinate closing processes for trading of securities/assets, ensuring documentation is thorough and timely.

Compliance and Legal Management

• Maintain restricted lists according to practices outlined by TruStage Capital Advisors.
• Serve as the primary liaison to investment counsels, ensuring all legal and compliance documentation is managed effectively.

Qualifications

To thrive as an Investment Services Senior Analyst, candidates should possess:

• A bachelor's degree, with a preference for paralegal certification or Certified Mortgage Servicer certification.
• Over 7 years of relevant work experience, particularly in investment operations involving private placements and structured assets.
• Proven project management skills, alongside strong attention to detail and problem-solving capabilities.
• Excellent written and verbal communication skills, coupled with a collaborative mindset to work efficiently alongside both internal and external parties.

Preferred Skills

• An advanced degree or professional designations such as CFA or CAIA.
• Familiarity with investment management software and tools (e.g., Bloomberg, PAM) and experience with Power BI.

Salary and Benefits

TruStage offers competitive compensation, including a base salary range of $81,500.00 - $122,300.00. The role may also include eligibility for an annual incentive plan (bonus) based on performance. Other benefits provided by TruStage include:

• Medical, dental, and vision coverage.
• Life insurance and disability plans.
• Parental leave, paid time off, and 401(k) plans.
• Tuition reimbursement and additional employee assistance programs.

The company emphasizes the importance of a flexible workplace, allowing employees the freedom to manage their work-life balance.

Ideal Candidate Profile

Candidates interested in this position should resonate with TruStage's mission and values. They should have a proactive approach to sharing ideas, demonstrating strong leadership qualities, and adapt to evolving project needs. Moreover, having the ability to manage risks and ensure compliance will be a significant advantage.

Application Instructions

Applying for the Investment Services Senior Analyst role requires candidates to submit a resume, conveying relevant experience and qualifications. Potential applicants should also be aware that TruStage employs an AI tool to evaluate applications, helping recruiters assess fit based on how closely the candidates’ experience aligns with job requirements. Candidates have the option to opt-out of this process if necessary.

In conclusion, the Investment Services Senior Analyst position at TruStage offers an engaging opportunity for professionals looking to make a meaningful impact in investment services, all while supporting inclusive and innovative financial solutions. Interested candidates are encouraged to apply and explore the potential of building a rewarding career with TruStage.

This job offer was originally published on himalayas.app