Investment Operations Analyst

Empower

. Process asset and liability rebalancing transactions according to signed client directives .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $65,600 - $92,675 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced proficiency in Microsoft Excel for financial modeling and data management, alongside strong analytical skills for evaluating client transactions and maintaining compliance in life insurance and investment operations. Capable of effective client communication and collaboration while managing multiple deadlines and service deliverables.

Highest-signal resume keywords

Advanced Proficiency In Microsoft Excel3+ Years In Investment OperationsState Life Insurance LicenseFINRA Series 6 And Series 63 RegistrationsStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset And Liability RebalancingFinancial Transaction ProcessingData AnalysisQuality-Control ReviewsMathematical Skills

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationAttention To DetailDeadline ManagementCollaborative Work

Tools & Technologies

Metrix Administration SystemNonqualified Administration SystemsMicrosoft Excel

Certifications & Qualifications

State Life Insurance LicenseFINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Fingerprinting

Industry Keywords

Investment OperationsNonqualified Plan AdministrationLife InsuranceFinancial ServicesClient Servicing

About the role

Key responsibilities & impact

Process asset and liability rebalancing transactions according to signed client directives
Prepare and maintain asset and liability reporting
Serve as day-to-day client contact for corporate-owned life insurance and split-dollar life insurance
Respond to technical questions and ad hoc client requests
Complete daily service deliverables and client-specific operational activities
Administer Microsoft Excel rebalancing and premium-listing models
Use Metrix and nonqualified administration systems for client servicing and financial transaction processing
Implement and maintain client procedures and documentation
Participate in client team meetings and provide updates on assigned responsibilities
Escalate requests outside applicable service agreements to management
Perform quality-control reviews for client projects and service deliverables
Keep team members informed of client projects, servicing expectations, and developments
Analyze issues, evaluate data, establish facts, make decisions within authority, and escalate appropriately

Requirements

What you’ll need

Bachelor’s degree in a related field or equivalent relevant experience
3+ years of relevant experience in investment operations, nonqualified plan administration, life insurance, financial services, accounting, or a related field
State Life Insurance license or ability to obtain within 120 days of hire
Advanced proficiency in Microsoft Excel, including formulas, large-data management, workbook maintenance, and financial/rebalancing models
Basic financial acumen and mathematical skills
Strong verbal and written communication skills for client-facing interactions
Strong analytical skills and attention to detail
Ability to manage deadlines and work effectively independently and collaboratively
Ability to define problems, collect and analyze data, establish facts, draw conclusions, and escalate issues appropriately
FINRA Series 6 and Series 63 registrations
FINRA Fingerprinting required
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with wired connection and a suitable home workspace for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with option to wear jeans
Paid time off program
Ten paid company holidays
Three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Reliable high-speed internet and wired connection; necessary computer equipment provided