Established nearly two centuries ago FM is a leading mutual insurance company whose capital scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners who share the belief that the majority of property loss is preventable represent many of the worlds largest organizations including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions combining property loss prevention with insurance protection.
FM Investment Operations supports the investment activity of the FM Investment Team across asset classes including both internally and externally managed portfolios multiple investing entities and various vehicle types such as separate accounts mutual funds CITs hedge funds and private funds.
We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio playing a lead role in coordinating the onboarding and set-up of new managers supporting ongoing transaction activity and capital movements as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities developing strong working relationships both internally as well as with our key service providers and external investment managers ensuring proactive concise and transparent communication.
This role requires excellent organizational skills deep experience supporting investment activity across multiple vehicle types including both public and private assets and the ability to thrive in a small collaborative team environment.
Schedule & Location
This position is an exempt full-time office-based position in Waltham MA and Boston MA.
External Manager Onboarding & Lifecycle Support
Lead operational onboarding of external managers across FM investment portfolios including separate accounts and pooled fund types (mutual funds CITs hedge funds private funds etc.)
Interface with external managers administrators transfer agents and custodians to establish accounts prepare subscription documents and related KYC information and coordinate detailed funding mechanics through completion ensuring seamless execution.
Lead bi-weekly internal onboarding meetings track action items and provide proactive weekly updates to ensure transparency across workstreams.
Support ongoing administrative aspects related to the external portfolio including KYC updates maintenance and provision of contact lists authorized signers lists etc.
Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members.
Cash Forecasting & Reconciliation
Support daily cash forecasting and reconciliation processes integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management.
Drive enhancements to the cash forecasting process through automation improved data integration and robust quality controls.
Capital Activity Oversight
Provide ongoing support for capital call and distribution activity across FMs private investment portfolio coordinating with external service providers to ensure timely execution of transaction activity.
Ensure accurate setup and maintenance of new private investments within FMs core systems and service providers.
Reporting & Controls
Contribute to monthly and quarterly management reporting deliverables.
Maintain and enhance documentation of procedures and internal controls.
Participate in team projects and strategic initiatives.
Required Work Experience
510 years of relevant investment operations experiences supporting multi asset class investments including privates market investments.
Deep knowledge of investment operations across various asset account and vehicle types and related transaction processes.
Hands-on experience supporting private asset portfolios including capital call and distribution processing.
Required Education
Bachelors degree in Finance Accounting Economics or a related field.
Required Skills
Exceptional attention to detail and organizational skills.
Strong communication and problem-solving abilities.
Ability to manage multiple priorities and collaborate effectively across teams.
Proven team player comfortable working in a small dynamic team environment.
The hiring range for this position is $117280 - $168600 annually. The final salary offer will vary based on individual education skills and experience. The position is eligible to participate in FMs comprehensive Total Rewards program that includes an incentive plan generous health and well-being programs a 401(k) and pension plan career development opportunities tuition reimbursement flexible work time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting developing and retaining a diverse workforce.Required Experience:
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