AXA XL is hiring a

Investments Operations Analyst

5 days
Permanent
Assist in coordination and completion of subscription documents for private investments by working with the Alternatives team, legal, tax and compliance teams Coordinate and gather KYC and AML documentation as needed for all accounts and service providers. Payments related to intercompany fees across entities around the globe. This will require the ability to analyze the balance sheets of multiple entities in different jurisdictions. Working with legal entities across the globe and knowing the nuances related to different jurisdictions Dealing with senior management in Investments, Legal, Compliance and Finance on a daily basis. Continuously look for ways to improve or add controls related to cash payments, asset transfers and account openings Continuously look for ways to improve processes such as account openings, cash movements, asset transfers, tax documentation etc. using internal systems and nd custody banking systems. Achieve efficiencies by improving the notification process to other areas such as Allocations and Treasury in regard to money movements and cash available. Expedite payments using multiple custodial systems. Activities involve payments, account openings and multiple types of queries Reconciliations performed on investments and custodian balances. Monitor collateral for derivatives, repurchase agreements nts (REPO) and unclear margins (UMR) Provide adequate support and services for internal and external audits. Work with multiple internal areas throughout the globe sometimes under pressure situations. Work closely with Investment Accounting teams to ensure discrepancies in SHIP related to cash are addressed Liaise directly with the Finance team and multiple types of queries such as intercompany dividends, payable and receivables and any payment queries Perform back-up functions for other operation staff members. Support Ad-Hoc requests and queries from both internal teams and external service providers strategic You will report to Senior Manager-Operations, Investments. Bachelor's degree in accounting or finance • Minimum four years work experience within an investments group Has or is working towards a CIA (Certified Internal Auditor) and ACCA (Association of Chartered Certified Accountants designation (preferably at last level) Robust knowledge of capital markets operations functions Robust knowledge of BNY, BNP Paribas and Citi software used for payments Knowledge of SharePoint and Qlikv likview, Experience liaising with custodians globally Advanced skills in MS Office applications, particularly Excel and PowerPoint Robust background in finance, accounting, auditing and international tax regulations. Robust technical and analytical skills with solid attention to detail Excellent cash forecasting skills Outstanding communication skills and Problem-solving skills with the ability to communicate complex concepts clearly with business partners Self-Starter, akes initiative and demonstrates accountability Excellent aptitude in organization and planning, Flexibility Team player who is comfortable working in a changing environment

Salary

Not specified

Benefits

Not specified
Finance
Accounting
Insurance
AXAX
AXA XLNo contact information available
May 23, 2025

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