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Type of Role: InvestmentsOperations

Experience Level: Analyst/Associate

Location: Austin, Texas

Salary: $65K - $85K

National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.

TITLE

Investment Support Specialist

CATEGORYClerical
DESCRIPTIONJob Summary

This position supports the Chief Investment Officer and investment staff by reviewing bond trade activities, monitoring cash positions, corresponding with option brokers/counterparties, reconciling option expirations, and verifying option trade confirmations.

 

Essential Functions

Specific tasks occur daily, weekly, monthly

Submitting bond and option trade tickets to custodial banks for processing

Ensuring accuracy of option trade expirations

Completing option trade tickets

Maintaining/updating spreadsheets as necessary with up to date option/trade/expiration information including monthly price reasonableness spreadsheets

Confirming pricing of securities in NWL portfolio

Preparing internal and external reports, summaries and Schedules as assigned

Answering phone calls and replying to e-mails from brokers or other trading partners

Preparing materials and summaries for the Board related to investment activities; and similar related tasks.

Responsible for maintaining departmental budget

Keeping office supplies in stock or ordered, and managing general office routines.

This position will receive direction from internal staff and external partners and performs similarly related duties as assigned.

POSITION REQUIREMENTS 

Knowledge, Skills & Abilities

  • Strong attention to detail and accuracy
  • Knowledge of basic accounting methods
  • Skilled in applying MS Office applications and applicable software tools
  • Ability to research data related to financial instruments and securities
  • Ability to work effectively under tight deadlines
  • Ability to effectively prioritize large and varied work activities
  • Knowledge of option valuations, processing bond/option trade tickets and trade CUSIPs preferred

 

Education & Experience

  • High school graduation or equivalent plus 5 years of experience related to financial analysis, transactional recordkeeping, or securities processing.
  • Additional education in a relevant field of study may substitute for up to 2 years of required experience
FULL-TIME/PART-TIMEFull-Time
POSITIONInvestment Specialist
EXEMPT/NON-EXEMPTNon-Exempt