Senior Financial Analyst - Investment Operations
Senior Financial Analyst - Investment Operations
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$ 54000 - 103000
1 Vacancy
Job Description
You have a clear vision of where your career can go. And we have the leadership to help you get there.At CNA we strive to create a culture in which people know they matter and are part of something important ensuring the abilities of all employees are used to their fullest potential.
Under technical direction performs economic/financial research and analysis for use in the development of business strategies and in subsequent appraisals Job SummaryThe Senior Financial Analyst position is part of CNAs Investments Treasury Investor Relations and Rating Agencies Division. This division is responsible for managing the firms bank relationships and cash management activities as well as trade settlement analysis accounting and reporting for the firms $40 billion investment portfolio. This role offers an opportunity to collaborate across the division and with various business units outside of Investments & Treasury including our banking partners and asset managers in order to align strategic initiatives with daily activities.
JOB DESCRIPTION:
Essential Duties & Responsibilities may include:
Perform trade settlement responsibilities for the firms $40 billion investment portfolio. This includes but is not limited to utilizing Bloomberg and banking resources to monitor trade activity investigate individual transactions and resolve issues through communication with trading team brokers and custody bank personnel.
Perform Statutory Deposit responsibilities which includes utilizing the accounting system to monitor and resolve state regulatory requirements through communication with internal teams and statutory bank personnel.
Responsible for managing daily margin requirements for derivative products as well as monitoring and executing Bank Debt wires as needed.
Responsible for ensuring resolution of voluntary corporate actions via daily monitoring of pending actions coordinating with credit analysts and providing appropriate instruction is executed.
Perform other middle office investment responsibilities including monthly reconciliation of investment positions between custody and accounting records as well as application of third-party pricing.
Participates in defining the issues and scope of assigned projects; suggests approach and methodology and enhances analysis where applicable.
Prepares and presents interpretations of findings for leadership within Investments & Treasury Division and broader corporate partners.
Proactively investigate anomalies and variances in data.
Interacts and coordinates with other departments to address business issues and meet organizational objectives.
Lead or contribute to automation and efficiency projects
Participates in Sarbanes-Oxley reviews as needed. Completes audit requests as required.
Reporting Relationship
Manager or Above
Skills Knowledge & Abilities
Excellent organization planning and time management skills. Proven ability to manage competing priorities and execute deliverables in a timely fashion.
Act like an owner by taking pride in your work and acting with a sense of urgency.
Strong analytical skills able to solve problems creatively by using your imagination valuing diverse ideas embracing change and making processes as efficient as possible.
Ability to foster and maintain collaborative relationships with external and internal customers peers and management.
Good verbal and written communication and presentation skills.
Technical knowledge of Institutional banking processes documentation applications and controls is a plus.
Education & Experience
Bachelors Degree in finance accounting or related field
Typically three to five years of related experience
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In certain jurisdictions CNA is legally required to include a reasonable estimate of the compensation for this District of Columbia California Colorado Connecticut Illinois Maryland Massachusetts New York and Washington the national base pay range for this job level is $54000 to $103000 determinations are based on various factors including but not limited to relevant work experience skills certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees and their family members achieve their physical financial emotional and social wellbeing goals. For a detailed look at CNAs benefits please visit.
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation please contact.
Required Experience:
Senior IC
Employment Type
Full-Time
