Operations Analyst

Title:
Operations Analyst
Company:
Everest Global Services, Inc.
Job Category:
Operations
Job Description:
About Everest:
Everest is a leading global reinsurance and insurance provider, operating for nearly 50 years through subsidiaries in the Europe, Bermuda, Canada, Singapore, US, and other territories. Our strengths include extensive product and distribution capabilities, a strong balance sheet, and an innovative culture. Throughout our history, Everest has maintained its discipline and focuses on creating long-term value through underwriting excellence and strong risk and capital management. But the most critical asset in this organization is our people.
At Everest, we are committed to the development of our people. We offer dynamic training & professional development to our employees. You will benefit from career development and learning opportunities that will let you set career goals and fulfill them, including:
• Generous tuition/continuing education reimbursement
• Mentoring opportunities
• Flexible work arrangements
• Talent development initiatives
• Networking groups
Job Summary:
Everest Global, Ltd. is seeking to add an Operations Analyst to the Investment Team, headquartered in Warren, New Jersey.
The Operations Analyst will support both the team's internally-managed portfolios as well as support certain responsibilities for externally-managed portfolios and investments. This person will also be integral to maintaining and tracking investment manager and 3rd party invoices. The Analyst must be comfortable communicating with various external parties including custodians, counterparties, external investment managers, and other vendors.
The Everest Investment Team consists of a small group of talented individuals working in a collegial and supportive environment. The Operations Analyst is expected to be a key contributor to help ensure that the group's information flow and processes are designed and executed at the highest level.
This is a Warren New Jersey hybrid position (in office 3 days and remote 2 days).
Responsibilities

• Investment / Trade Operations
  
  • Support trade confirmation, settlement, and reconciliation processes (full lifecycle of a trade)
  • Support asset transfers as necessary
  • Track and manage capital calls and distributions for private investments
  • Actively manage any issues that arise relating to the trade / settlement process
  • Manage vendor invoice process. Check calculations against contracts and ensure invoices are paid in a timely manner. Keep a record of ongoing expenses.
• Controls
  
  • Review control process documentation as necessary
  • Assist in interactions with Internal Audit and External Audit, and for any requests for information from those two departments
• Data Management
  
  • Support data integrity processes as needed
• Record Keeping
  
  • Assist with the record keeping of all final deal documentation, including updates to the following types of documents:
    
    • Investment Management Agreements (IMAs)
    • Form ADVs
    • Sarbanes-Oxley Compliance (SOC) documentation

Work Experience and Qualifications

• Well organized, diligent, and self-motivated
• 3-4 years of relevant work experience
• Ability to work on multiple projects concurrently
• Strong decision-making and problem-solving approach
• Positive attitude, open to learning, and ability to contribute in a 'team-first' atmosphere
• Bachelor's degree in Accounting, Finance, Economics, or related field of study
• Proficient in Microsoft Office applications, advanced PowerPoint and Excel skills preferred

Our Culture
At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture.

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Diversity, Equity and Inclusion.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.
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#LI-Hybrid
Type:
Regular
Time Type:
Full time
Primary Location:
Warren, NJ
Additional Locations:
Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.
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