Maintain a high quality and consistent work product with respect to financial modeling, analysis of credit / industry trends, written credit reports and credit review presentations to portfolio managers.
Create comprehensive project management plans when initiating new projects, including defining the scope, identifying key stakeholders, creating the project charters, and assessing risks, assumptions and constraints.
Conduct oversight checks and balances and reconciliation and review for standard and ad hoc processes, including month-end reviews before final net asset values are published, and comprehensive reconciliations of Cash Accounts and other RCI accounts.
In this role, the selected candidate will supervise accounting for and reconciliation of cash, investments and intercompany transactions; assist with the migration of historical accounting records into SunGard Investran accounting software.
Contribute to the financial success of FBL by researching, developing and executing, under the guidance of the portfolio manager, investment portfolio strategies and specific securities transactions for various portfolios.
Lead investment analysis projects to provide proactive custom analyses for client-facing Investment Directors, Relationship Managers, and Wholesalers in preparation for client meetings or in response to client questions that require in-depth analysis.
You will help provide solutions and execute implementation of business requirements to ensure the readiness, integrity and quality of the data required in these interfaces to achieve client, business and regulatory needs.