AIM Analyst/Senior Analyst - Investment Operations | Hybrid

At Allianz Life, we are guided by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.

What you do:

This position involves supporting senior members of the team and the portfolio managers in daily Investment Operations with focus on listed assets including Corporate Bonds, Munis, Structured Securities, and Agency MBS. You will learn the lifecycle of investments and support the ongoing operations and expansion of AIM’s listed portfolio and processes. This includes trade settlement and processing, reconciling, and investment and accounting reporting.

The role requires the desire to learn from others on the team. This role needs analytic and communication skills, attention to detail and a general understanding of financial markets and investment principles. You will report into the AIM AVP – Investment Operations.

• Trade and Position Review: Facilitate the timely and accurate booking of trades and resulting positions, ensuring that all trades are reflected on Allianz's books and records (IBOR, ABOR) observing regulatory guidelines and internal policies.
• Cash Management: Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner.
• Reconciliation: Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner.
• Investment Strategy Execution: Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately demonstrating knowledge of the governing documents of the investment mandates.
• Reporting: Produce reports to provide insight into accounting, compliance and risk management, and operational efficiency.
• Process Improvement: Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk.
• Investment Operations Controls: Monitor and ensure sound investment operational controls both internally and with external asset managers over core processes including trade settlement, cash, and related reconciliations.
• Relationship Management: Building strong relationships internally and with asset managers is critical to the success of this role.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring:

• 1+ year of experience required: Relevant internship experience or part-time job in the financial industry. Strong analytical, quantitative, critical thinking skills, and pays attention to details.
• Four year degree required: Finance, accounting, economics, or a related field.
• You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.

Job posting range: 

AIM Analyst:  $55,000 - $89,000

AIM Senior Analyst:  $63,000 - $110,000

Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth. 

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer. For additional information regarding What It’s Like To Work Here | Allianz Life. 

83691 | Asset & Investment Management | Professional | Allianz US Life | Full-Time | Permanent

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Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.   #LI-TD1