Investment Operations Analyst-Alternative Investments

Provides middle office support to investments throughout the investment lifecycle from onboarding, servicing and termination.This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.We are looking for an Investment Operations Analyst to join our Alternative Investments team. In this role, you will be responsible for executing operational tasks, such as completing transactions, monitoring and responding to compliance inquiries, statement and documentation management and performing audit functions such as researching and responding to requests for information.What You'll DoAs an Investment Operations Analyst on our Alternative Investments team, you will:Review various communications and gather necessary documentation to initiate fund capital calls and distributions in a timely manner and record investment activity and valuations within internal systemsInterpret documents to identify and gather required information to support submission of investment subscriptions and assist with completion of onboarding documents for third partiesInitiate and lead procedure, system and workflow reviews and evaluations for continuous process improvements in mid-office operationsComplete reconciliations for accounting, investment, audit or tax reporting purposes. Compile information to respond to various audit, compliance or miscellaneous requests for information from other cross-functional departments or internal/external investment managersPrepare, maintain, and analyze various reports. Conduct portfolio monitoring and performance analysis on a regular basis and ad hoc when requested by the portfolio management teamAdditionally, you will:Maintain industry knowledge of various investments, their characteristics and operational support methodologies by participating in meetings and conference calls with general managers, market update calls, and attending selected industry conferencesPerform other job-related duties as assigned from time to timeWhat it TakesBachelors Degree or equivalent work experience2+ years of related work experienceMaster's degree in Business Administration or related advanced degree beneficialChartered Financial Analyst or Chartered Alternative Investment Analyst designations beneficialKnowledge of institutional investment operations, including protocols, measurements, tools and technologies. Background in macroeconomics, financial analysis, accounting and/or statistical analysisProven critical thinking and analytical ability to analyze data, identify trends and solve complex operational issues with limited guidance. Strong attention to detail and accuracyStrong interpersonal and collaboration skills with the ability to communicate clearly and concisely, both verbally and in writingDemonstrated organization and time management skills including ability to prioritize multi-task and meet deadlines often under tight time constraintsProficiency in MS Office applications, advanced Excel skills including proficiency with pivot tables, Power Query and VBA necessary. Basic database skills are essential. Familiarity with investment databases, related tools and technologies (i.e. Bloomberg, PAM, etc.) strongly desiredAbility to meet travel requirements of the roleWhat You'll ReceiveAt Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you'll work in office.As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.Meal Subsidy available for associates who report to an office.401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement programGenerous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time offGroup Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.Well-being and Employee Assistance programsSentry Foundation gift matching program to encourage charitable giving.About SentryWe take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.Get ready to own your future at Sentry. Opportunities await!Casey Van Der GeestEqual Employment OpportunitySentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.