The Lead Middle Office Analyst will support all trade lifecycle events for F&G's Investment portfolios, as well as all daily production support related to this trade activity. In addition, this role will serve as the Team Lead, helping to direct production tasks and ad-hoc requests of the team. Reporting to the AVP, Middle Office, this position will act as subject matter expert for all projects related to the investment operations of the firm.
Duties and Responsibilities
Lead implementation of investment onboarding procedures, with a focus on Private Credit investments
Review Security Master daily (SMF) data for new investments and guide the flow of data into the Accounting Database
Prioritize and direct daily production tasks and ad-hoc requests
Proactively seek and drive opportunities to achieve straight-through processing and improve efficiency of investment onboarding and reconciliation processes
Liaise with primary custodian as the point of contact for F&G on all operational responsibilities
Lead the quarterly valuation process for private placement and mortgage loans
Responsible for reconciliation and reporting oversight for the Investment portfolios
Develop monthly metrics to identify trends in production and mitigate potential risk
Analyze and execute complex and non-routine deliverables
Responsible for training all new team members and ensuring the entire team is cross-trained on all routine tasks
Experience and Education Requirements
Bachelor's Degree in Finance, Economics, Accounting or Business
Advanced understanding of Fixed Income securities and the process through which they are entered into a Trade Management and/or Accounting system
Advanced skills within Microsoft office applications
Proficient use of Bloomberg terminal, specifically for pricing and Middle Office functions
Excellent analytical skills required
Business Intelligence experience preferred
Experience with Clearwater Analytics preferred
Skills and Abilities
Strong analytical and intuitive skills
Strong communication skills
In-depth understanding of concepts impacting the life cycle for the suite of fixed income and derivative asset types
Ability to handle multiple complex tasks & prioritize in fast paced environment
Self-directed individual who works well with teams
Understand how consumers are using our information
Understand the impact of the strategic initiatives of F&G and industry events
Translating strategy into execution
Ability to lead and coach team members
Ability to drive change
Strong influential skills across business units
Embraces and demonstrates F&G's cultural values
Very Strong Communication skills
Complex financial forecasting and analysis skills
Builds trust and camaraderie between team members
Other Requirements
Perform other functions, duties, and projects, as assigned
Regular and punctual attendance
Some travel may be required (less than 10%)
#IND-HP
#LI-MK1
#LI-Remote
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 - 2023
2Des Moines Register Top Workplaces 2018 - 2022
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