[Hiring] Private Placement Operations Specialist @Careers Mutual Of Omaha

Role Description

The Private Placement Operations Specialist supports the ongoing administration of private placement debt investments after closing, including:

• Security setup
• Payment and cash monitoring
• Issuer reporting
• Amendments
• Maturities
• Prepayments
• Regulatory reporting

They serve as a gateway into Private Placement Investments, providing foundational exposure to our work, our mission, and the value the team delivers. Ensures compliance with:

• Note purchase agreements
• Investment requirements
• Regulatory reporting obligations
• Internal controls

Supports portfolio management, investment accounting, and operational risk management activities.

Qualifications

• Knowledge of regulations and laws affecting the purchase of securities, private placements, and any other investment vehicle.
• Knowledge of private placement debt structures, note purchase agreements, and related closing documentation.
• Knowledge of fixed income concepts, including interest calculations, amortization, and prepayment and make-whole provisions.
• Ability to identify operational, compliance, and portfolio risks and recommend corrective action.
• Ability to manage complex transactions involving multiple stakeholders and competing deadlines.
• Ability to interpret note purchase agreements, amendments, and other legal documentation.
• Ability to utilize personal computer applications, including Microsoft Excel, Word, and PowerPoint.
• Strong communication (written and verbal) and interpersonal skills.
• Effectively manages internal and external business relationships.
• Ability to analyze and interpret data; formulate recommendations based on data.
• Strong organizational skills with attention to detail.
• Ability to work as part of a team in a fast-paced, diverse, and growth-oriented environment.
• Ability to effectively manage multiple tasks simultaneously in a timely manner.
• Promotes a culture of diversity and inclusion, values different ideas and opinions, and listens courageously.
• Ability to work remotely with reliable high-speed internet access while residing in the United States or Puerto Rico.

Requirements

• Some post-secondary education, coursework through a professional organization, or equivalent experience.
• Knowledge of Investment Management asset administration's processes and practices and its business partners.

Benefits

• Estimated Salary: $60,000, plus annual bonus opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time, and paid holidays.