[Hiring] Senior Analyst, Investment Operations @American Red Cross

Role Description

This position is 100% remote based, to be seated anywhere within the United States.

• The Sr. Analyst will be responsible for the preparation of various interim and annual investment reports for presentation to internal and external stakeholders and inclusion in financials.
• This will include regular reconciliations between multiple vendors and internal teams, identifying and correcting potential issues, and generating timely final reports supported by data checks and balances.
• Additional responsibilities will include assisting in the planning and execution of annual external audit processes, including researching changes to controls, audit practices and regulatory changes, the execution of PBCs and preparation of financial statements and footnotes.
• The Sr. Analyst will work with the Director, Investment Operations and Audit to ensure compliance with regulatory requirements in the applicable financial reporting areas as they apply to institutional investments, including compliance with ASC 820, ASC 815, Topic 210 (ASU 2013-01) and Form 5500.
• The Sr. Analyst will assist with operational controls and risk management needs, and with administrative functions, such as plan transactions, vendor contracts, invoice processing, and cash maintenance.
• The Sr. Analyst will oversee vendor processes and make recommendations to better leverage data and ensure the accuracy of data reported.
• The Sr. Analyst will be the day-to-day contact for internal parties and external vendors, responding to inquiries, facilitating communication, staying abreast of any issues, and ensuring timely responses and resolutions.
• The Sr. Analyst provides back-up support for the Director as needed. Support other departments and teams within the organization, including Treasury, Tax, Legal and Compliance, as required.

Qualifications

• Education: Bachelor’s degree in Accounting, Economics, Finance, Business or related field. A Masters degree or CPA is desirable.
• Minimum of three years of demonstrated progressive responsibility and relevant experience, preferably with a leading private sector endowment, foundation, or qualified plan organization.
• Audit experience with one of the Big Four firms and investment industry legal and regulatory knowledge is strongly desired, as is knowledge related to private equity and derivative investments.

Requirements

• A solid working knowledge of investment management, investment accounting, investment operations, budgeting and strategic planning.
• Ability to manage complex projects involving various stakeholders and multiple projects of varying priority.
• Ability to generate respect and trust from staff and external constituencies.
• Outstanding organizational skills and detail orientation.
• Goal-oriented, task driven.
• Strong collaboration skills and experience working in small teams.
• Creative problem-solving skills and a future-oriented vision.
• Strong interpersonal, communication, public-speaking and presentation skills.
• Strong sense of the mission of the American Red Cross.

Benefits

• Medical, Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO: Starting at 19 days a year; based on type of job and tenure
• Holidays: 11 paid holidays comprised of six core holidays and five floating holidays
• 401K with up to 6% match
• Paid Family Leave
• Employee Assistance
• Disability and Insurance: Short + Long Term
• Service Awards and recognition