CrawlJobs Logo

AIM Analyst - Investment Operations

https://www.allianz.com Logo

Allianz

Location Icon

Location:
United States , Minneapolis

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

55000.00 - 110000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

This entry-level position in Allianz Investment Management (AIM) offers a unique opportunity to rotate through Investment Operations and Investment Management to obtain a comprehensive understanding of the lifecycle of investments. Your rotation will begin within Investment Operations and Data Governance as a critical team member contributing to maintaining the integrity and accuracy of our daily Investment Book of Record (IBOR), Accounting Book of Record (ABOR), and Local Data Warehouse (LDW). The Investment Analyst will be responsible for reconciliations of positions and cash, inputting investment trades, transactions, and security master information supporting robust analytics, daily liquidity and portfolio management, and reporting. You will collaborate with senior team members to support your development. The analyst will play a key role in verifying the accuracy of our records and ensuring that data meets the needs of key stakeholders. This role offers the opportunity to rotate through various functions across the investment value chain providing exposure to diverse teams. You will report to the AIM AVP – Investment Operations.

Job Responsibility:

  • Trade and Position Review: Facilitate the timely and accurate booking of trades and resulting positions
  • Cash Management: Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
  • Reconciliation: Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
  • Reporting: Generate reports to provide insight into investment performance, accounting, compliance and risk management
  • Process Improvement: Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
  • Relationship Management: Building strong relationships internally and with asset managers is critical to the success of this role
  • Documentation and Reporting: Support the documentation of data governance processes and create reports to track progress on data quality initiatives and issue resolution
  • Data Governance Design and Maintenance: Assist in the design and ongoing maintenance of data governance frameworks
  • Data Quality Assurance: Participate in monitoring and evaluating data quality
  • Issue Resolution: Collaborate with business partners to address existing data issues
  • Understanding User Needs: Engage with data users to understand their requirements and challenges
  • Assist in implementing investment strategies that align with the portfolio's goals and objectives
  • Monitor external managers and vendors to ensure objectives are met
  • Monitor and analyze market trends and economic indicators and prepares internal reports
  • Manage the portfolio's risk profile and assist in rebalancing across asset classes and external managers
  • Develop and maintain policies and procedures related to the adviser and portfolios

Requirements:

  • Bachelor's degree in finance, accounting, MIS, or related field
  • Ability to work independently and as part of a team
  • Curiosity, attention to detail, driven for solutions
  • Proficient in Excel
  • Utilization of artificial intelligence tools and resources (e.g. generative AI)
  • You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship
What we offer:
  • a choice of comprehensive medical, dental and vision plan options
  • health savings account
  • tuition reimbursement
  • student loan retirement plan
  • annual paid leave
  • an outstanding 401(k) company match
  • life insurance
  • onsite health center
  • child development center
  • fitness facility
  • convenience store
  • two cafeterias
  • Employee Resource Groups

Additional Information:

Job Posted:
May 02, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Allianz - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for AIM Analyst - Investment Operations

Senior Investment Operations Analyst

FM Investment Operations supports the investment activity of the Investment Team...
Location
Location
United States , Waltham, MA and Boston, MA
Salary
Salary:
120400.00 - 173100.00 USD / Year
fm.com Logo
FM
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus
  • Strong understanding of post-trade processing and settlement across various markets and asset types
  • Strong technical proficiency and experience, preferably working with database development
  • Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired
  • Bachelor’s degree in Finance, Economics, Accounting, or related field
  • Excellent analytical, organizational, and communication skills
  • Desired experience in leading transition management initiatives intra and inter-departmentally
  • Ability to proactively work individually and collectively in a small team-oriented environment
Job Responsibility
Job Responsibility
  • Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM)
  • Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity
  • Support the expansion of trading instruments in developed and emerging markets
  • Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources
  • Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols
  • Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios
  • Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems
  • Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk
  • Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems
  • Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes
What we offer
What we offer
  • incentive plan
  • generous health and well-being programs
  • a 401(k) and pension plan
  • career development opportunities
  • tuition reimbursement
  • flexible work
  • time off allowances
  • Fulltime
Read More
Arrow Right

Senior Voluntary Corporate Actions Analyst

The Asset Services Assistant Vice President (AVP) is a key leadership role respo...
Location
Location
United States , Jersey City
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 years of relevant experience in financial services operations, with experience in asset servicing and corporate actions
  • demonstrated leadership skills, including experience in managing and developing teams
  • solid understanding of cash flows, accounting treatments, operational controls, and market practices
  • knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities
  • strong analytical, problem-solving, and decision-making skills
  • excellent communication, interpersonal, and presentation skills
  • proficiency in MS Office Suite and other relevant industry software
  • Bachelor’s/University degree in Finance, Accounting, or a related field preferred
Job Responsibility
Job Responsibility
  • accurate reconciliation and efficient processing of positions related to Corporate Action events
  • timely and effective execution of client instructions, proactively addressing potential challenges and ensuring adherence to established guidelines
  • reconciliation, processing, and payment facilitation of voluntary corporate action events, ensuring compliance with regulatory requirements and internal controls
  • maintain high-quality service standards by guiding the team in researching and responding to complex client inquiries
  • analyze operational issues to identify root causes, collaborating with team members to develop and implement effective solutions
  • champion a strong culture of compliance, driving team adherence to established procedures and controls, proactively monitoring and adapting to changes in market regulations, and ensuring all team members are adequately trained
  • provide guidance, mentorship, and training to team members, fostering a positive and productive work environment
  • assess risks associated with team activities, demonstrating a commitment to protecting Citigroup's reputation, clients, and assets
  • escalate, manage, and report control issues effectively
  • collaborate with key stakeholders, including clients, internal business partners, and other departments, to improve processes and enhance service delivery
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right

Financial Analyst

We are seeking a Financial Analyst to support strategic growth initiatives for o...
Location
Location
United States , West Palm Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years + of experience in financial analysis or investment banking
  • Bachelors in Finance, Accounting, Economics or related field
  • Proficiency in financial modeling, due diligence, and analytical experience
  • Strong multitasking abilities with a proven track record of managing multiple priorities and projects simultaneously
  • Advanced Excel experience
  • Strong problem-solving skills and attention to detail
Job Responsibility
Job Responsibility
  • Support senior leadership in developing and maintaining relationships with external partners, including investment firms, recruiting groups, and referral networks
  • Evaluate potential acquisition targets through financial, operational, and strategic analysis, providing leadership with clear insights to guide decision-making
  • Participate in acquisition discussions and planning sessions, assisting with documentation, analysis, and follow-up actions
  • Build and maintain industry relationships to help identify new opportunities and strategic partnerships
  • Coordinate with internal integration teams to ensure visibility, communication, and alignment throughout transaction-related activities
  • Assist with transaction diligence by reviewing key data, identifying risks, and highlighting integration considerations
  • Support post-transaction onboarding and integration efforts to promote continuity and operational stability
  • Contribute to enterprise-level initiatives focused on improving efficiency, performance, and data-driven insights
  • Create financial models and analytical tools to assess growth initiatives, investments, and operational improvements
  • Participate in projects aimed at strengthening systems, reporting, and strategic decision-making capabilities across the organization
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Vice President, Institutional Credit Management - In-Business Quality Assurance - Financial Institutions Underwriting

The ICM In-Business Quality Assurance function (QA) verifies that established st...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Quality Assurance: Demonstrable Credit / Counterparty credit risk Audit / quality assurance experience, including 5-7 years in the areas of banking, credit risk management, loan review or quality assurance review function at an investment or large commercial bank
  • Solid understanding of risk management and control frameworks related to Counterparty Credit Risk management or another Financial Risk discipline
  • Capability to understand complex counterparty credit product structures, and ideally versed in derivatives and structured investment products
  • Good grasp of counterparty credit risk covered process, to evaluate findings within the Quality Assurance process, determine materiality, and partnering with in-line makers and checkers for ongoing improvement, problem detection, and sustainable remediation
  • Strong background on core credit analysis for large corporate and finance industries including funds to properly evaluate process and quality breaks within the quality assurance function
  • Ideally, credit officer or analyst or operational credit risk background, with experience on day-to-day credit functions associated with analysts and risk approval
  • High awareness and adherence to the control environment including Quality Assurance and Quality Control
  • Competencies: Highly Effective interpersonal skills, with the ability to build relationships and exert influence with and without direct authority with Senior Levels of Management
  • Solid organizational skills with ability and willingness to work under pressure and manages time and priorities effectively
  • Exceptional written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority
Job Responsibility
Job Responsibility
  • Support the Head of FI In-Business Quality Assurance to set the global strategy for and lead the implementation and ongoing delivery of a robust Quality Assurance function
  • Provide effective credible challenge during QARs to Business Region Heads and Portfolio Managers, as regards to memo and process quality to ensure that weaknesses in such processes are identified and escalated as appropriate
  • Support with the aim to ensure wholesale credit risks within Citi are effectively identified, measured, monitored, and controlled, consistent with the bank's risk appetite and all policies and processes established within the risk governance framework
  • Support execution of consistent and objective assessments during QARs
  • Support execution of subsequent follow-up on corrective actions that were raised during QARs
  • Support execution of sustainability testing of corrective actions resulting from issues raised by Internal Audit or Regulators
  • Synthesize and prepare quarterly Quality Assurance Scorecard Reports to ICM business management that communicate and measure results and identify negative trends and potential solutions
  • Constant interaction with the respective Analysts and Team Leads, to ensure that quality assurance protocols are adequate for all portfolios
  • Support WCR IBQA function in the establishment of WCR IBQA policies, procedures, risk assessment and controls to drive effective QA coverage and standards
  • Support ICM Head of Markets In-Business Quality Assurance Functional Head to stay abreast of relevant changes to rules/regulations and other industry news including regulatory findings
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • Traditional learning opportunities
  • Access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • Resources and tools to volunteer in the communities in which they live and work
  • Opportunity to give back and make a positive impact through volunteerism
  • Fulltime
Read More
Arrow Right
New

Vice President- Risk Assessment and Control Design

Analyst will provide support to the Risk Assessment and Control Design Lead for ...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 8-10 years of experience in regulatory change management, compliance, audit, or other control-related functions in the financial services industry
  • Demonstrated experience with regulatory inventory management and internal control programs
  • Strong understanding of relevant financial services regulations (e.g., AML, KYC, consumer protection, data privacy, prudential regulations) is highly valued
  • Exceptional analytical skills with the ability to interpret complex regulatory texts, assess their practical implications, and identify root causes of risk
  • Excellent written and verbal communication skills, with the ability to articulate complex issues clearly and concisely to diverse audiences, including senior management and regulators
  • Proven project management and organizational skills, with the ability to manage multiple priorities and meet tight deadlines
  • High level of attention to detail and accuracy
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Provide analytical support for the design and development of Citi's comprehensive controls program tailored for Investment, Insurance, FX Sales & Advisory
  • Support the assessment of existing controls' effectiveness within Sales & Advisory, identifying areas for improvement, and supporting the implementation of necessary changes
  • Proactively support and contribute to driving and managing controls enhancements focused on increasing efficiency and reducing risk within investment, insurance, and FX sales and advisory operations
  • Coordinate with key stakeholders and process owners to support management decisions aimed at maintaining operations within the bank’s policies and procedures
  • Assist in assessing the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
  • Support the collaboration with key stakeholders to analyse potential risks and support the development of risk mitigation activities
  • Partner with business and related functions in the coordination and analysis of the regulatory change management process and new product approvals
  • Support the execution of the Enterprise Risk Management Framework and adherence with Risk Management / Compliance Policies
  • Provide analyst support and collaboration with business and functions to analyse control processes and identify potential areas for improvement
  • Support the Controls Lead to prepare and provide regular analytical updates to senior management on the performance of controls assessment and design
  • Fulltime
Read More
Arrow Right

Vice President - Risk Assessment and Control Design – Governance, Escalation and Reporting

Analyst will provide support to the Risk Assessment and Control Design Lead for ...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 8-10 years of experience in regulatory change management, compliance, audit, or other control-related functions in the financial services industry
  • Demonstrated experience with regulatory inventory management and internal control programs
  • Strong understanding of relevant financial services regulations (e.g., AML, KYC, consumer protection, data privacy, prudential regulations) is highly valued
  • Exceptional analytical skills with the ability to interpret complex regulatory texts, assess their practical implications, and identify root causes of risk
  • Excellent written and verbal communication skills, with the ability to articulate complex issues clearly and concisely to diverse audiences, including senior management and regulators
  • Proven project management and organizational skills, with the ability to manage multiple priorities and meet tight deadlines
  • High level of attention to detail and accuracy
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
  • Education: Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Provide analytical support for the design and development of Citi's comprehensive controls program tailored for Investment, Insurance, FX Sales & Advisory
  • Support the assessment of existing controls' effectiveness within Sales & Advisory, identifying areas for improvement, and supporting the implementation of necessary changes
  • Proactively support and contribute to driving and managing controls enhancements focused on increasing efficiency and reducing risk within investment, insurance, and FX sales and advisory operations
  • Coordinate with key stakeholders and process owners to support management decisions aimed at maintaining operations within the bank’s policies and procedures
  • Assist in assessing the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
  • Support the collaboration with key stakeholders to analyse potential risks and support the development of risk mitigation activities
  • Partner with business and related functions in the coordination and analysis of the regulatory change management process and new product approvals
  • Support the execution of the Enterprise Risk Management Framework and adherence with Risk Management / Compliance Policies
  • Provide analyst support and collaboration with business and functions to analyse control processes and identify potential areas for improvement
  • Support the Controls Lead to prepare and provide regular analytical updates to senior management on the performance of controls assessment and design
  • Fulltime
Read More
Arrow Right

Senior Analyst, Strategic Finance

Play an integral role in forming Pomelo’s long-term business strategy and ensuri...
Location
Location
United States
Salary
Salary:
100000.00 - 130000.00 USD / Year
pomelocare.com Logo
Pomelo Care
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3 years of finance experience, including investment banking, venture capital, PE, or operating finance roles at a tech or healthcare startup
  • Experience in financial analysis and forecasting, with demonstrated ability to build flexible financial models with a high degree of flexibility and forecasting accuracy
  • Strong analytical skills with experience performing independent analyses in Google Sheets and Excel and manipulating data in data visualization tools (e.g. Metabase, Looker)
  • A proactive and resourceful problem-solver who is comfortable navigating ambiguity and independently seeks out answers and solutions
  • You're comfortable leveraging a full suite of tools, including AI, to drive efficiency and insights
  • You are a data-driven, analytical thinker who can also distill complex financial insights for a broader audience
  • Highly organized with a strong attention to detail
Job Responsibility
Job Responsibility
  • Working closely with the Strategic Finance team to conduct deep-dive financial analysis and modeling, turning raw data into the actionable insights that leadership uses to make key decisions on pricing, staffing, and capital allocation
  • Executing financial planning cycles, including supporting the Senior Manager in preparing materials and data inputs for annual budgeting, headcount planning, and quarterly forecast updates
  • Developing and refining the key financial metrics and dashboards used to monitor business performance, focusing on building scalable processes for disseminating information across functional teams
  • Partnering with key stakeholders across the organization to execute financial analyses that support strategic decisions aimed at improving unit economics and other key financial metrics
  • Providing rigorous financial analysis and actionable insights to support strategic initiatives, such as evaluating new pricing decisions, assessing hiring requests, or modeling new partnerships
  • Preparing and consolidating materials for Board-level financial reporting and executive analyses
What we offer
What we offer
  • Equity
  • Benefits
  • Other opportunities at Pomelo Care
  • Fulltime
Read More
Arrow Right

International - Assessment & Design Lead Analyst - Vice President

Individuals in Assessment & design are responsible for developing, designing, an...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Mandatory experience in Banking sector (Investment Banking, Corporate Banking, Commercial Banking)
  • Minimum of 6-10 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
  • Ability to identify, measure, and manage key risks and controls
  • Strong knowledge in the development and execution for controls
  • Proven experience in control related functions in the financial industry
  • Proven experience in implementing sustainable solutions and improving processes
  • Understanding of compliance laws, rules, regulations, and best practices
  • Understanding of Citi’s Policies, Standards, and Procedures
  • Strong analytical skills to evaluate complex risk and control activities and processes
  • Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level
Job Responsibility
Job Responsibility
  • Support the design and development of Citi's comprehensive controls program
  • Support assessment of the effectiveness of existing controls, identifying areas for improvement, and helping to implement necessary changes
  • Continually drive and manage controls enhancements focused on increasing efficiency and reducing risk
  • Help coordinate with key stakeholders and relevant process owners to drive management decisions aimed at maintaining operations within the firm’s Risk Appetite
  • Support the assessment for the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
  • Help collaborate with key stakeholders to assess potential risks and develop risk mitigation activities to define the acceptable level of risk across various areas of operation
  • Help to drive execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies
  • Help collaborate with business and functions to understand the control processes and identify potential areas for improvement
  • Stay updated on regulatory changes and industry best practices related to control management and ensure the controls program aligns with these standards
  • Support providing regular updates to senior management on the performance of the controls assessment and design
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy