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Investment Operations Senior Specialist (Remote)

American Family Insurance Agency Staff
paid time off, paid holidays, 401(k)
United States, New York, New York
Mar 25, 2026
This position is with AmFam Investments...

In this senior level role, you will be responsible for cross-platform trade execution and settlement support, data quality control, updating databases, system maintenance, process improvements and documentation, collateral management and conducting limited research projects. You will complete trade settlements, security master processing, daily position reconciliations, and cash management across an array of asset sectors and products.

You will report to the Senior Manager, Security Operations.

Position Compensation Range:

$113,000.00 - $194,000.00

Pay Rate Type:

Salary

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Responsibilities:
  • Review the results of trade support services (outsourced operations) activities against established service level standards.
  • Oversee the setup security master file set-ups, standard wettlement instruction entry, counterparty configuration input, start-of-day processing results, cash and position reconciliation output, data loads and other activities.
  • Review start of day processing results to ensure all inputs have processed and are reasonable. Perform end of day review to ensure all transactions are confirmed.
  • Confirm external manager data has loaded and address and report any issues.
  • Source and maintain broker, trade routing and standing settlement instructions.
  • Participate in projects and compliance-related activities.
Requirements:
  • Demonstrated experience providing customer-driven solutions, support or service.
  • Demonstrated of financial services operations experience within an insurance company, asset manager, bank, or related industry firm.
  • Demonstrated written and verbal communications skills.
  • Demonstrated experience using Microsoft Office products and investment administration/operation systems.
  • Extensive knowledge of cash management concepts.
  • Your offer will be made contingent on the results of applicable background checks and is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
  • Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position.
Travel Requirements:
  • Up to 10%.
Additional Information
  • Offer to selected candidate will be made contingent on the results of applicable background checks

  • Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions

  • Sponsorship will not be considered for this position unless specified in the posting

Additional Job Information

In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events.

#LI-Remote

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a 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 email AskHR@AmFam.com to request a reasonable accommodation.

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