Sr. Investment Operations Analyst (Remote) at Protective
This role is ideal for a finance professional with 5+ years of experience in the insurance or investment industry, specifically within Corporate Owned Life Insu
Work type: remote
Location: Work From Home
Salary: $76,500 – $95,000/yr
Type: Full-time
This role is ideal for a finance professional with 5+ years of experience in the insurance or investment industry, specifically within Corporate Owned Life Insurance (COLI) or Bank Owned Life Insurance (BOLI). The ideal candidate is an Excel power user who enjoys a mix of data management and operational coordination. You should be comfortable navigating complex fund documents and managing relationships between legal, sales, and external fund managers.
The position offers the convenience of being fully remote with a steady mid-range salary ($76.5k – $95k). A unique aspect of this role is its cross-functional nature; while you’ll be handling technical data and fund reporting, you also act as a crucial liaison for sales support and large-scale money movements. It’s a great opportunity for a senior analyst looking for a stable, high-impact role within a specialized executive benefits niche.
**You might be a good fit if you...**
* Are an expert at Excel (v-lookups, pivot tables) and data summarization.
* Have experience with Morningstar Direct or Andesa administration systems.
* Understand the nuances of Managed Separate Accounts (MSAs) and private funds.
* Can translate complex legal fund prospects into actionable data for internal teams.
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