- Location
- Greenwich, CT, US
- Department
- Operations
- Education
- Bachelor
- Closing date
- Today
- Source
- iCIMS
Description
Company Details
We provide a foundation of stability and predictability that gives employees the confidence to succeed.
Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.
Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion.
Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth.
The Company is an equal employment opportunity employer.
Responsibilities
Berkley Dean & Company, Inc., the investment management subsidiary of W. R. Berkley Corporation, is seeking an Investment Operations Analyst with up to two years of relevant experience to join our team. Berkley Dean manages a multi-billion-dollar global investment portfolio across fixed income, equities, alternative investments, and externally managed funds.
This role offers exposure well beyond traditional entry-level investment operations. Working as part of a small, collaborative team, the analyst will have meaningful interaction with portfolio managers, research analysts, brokers, custodians, and investment accounting professionals and will contribute to a wide range of operational and analytical activities. The analyst will gain hands-on experience with industry-leading platforms such as Bloomberg, Aladdin, and Databricks, while participating in investment strategy meetings and observing real-world investment discussions. It is an outstanding opportunity for someone looking to develop strong operational, analytical, and technical skills while gaining a comprehensive understanding of the investment process.
Key Functions/Duties of Position:
- Coordinate the confirmation, settlement, and ongoing monitoring of investment transactions across multiple asset classes.
- Utilize Bloomberg, Aladdin, Databricks, and AI-powered solutions to transform data into actionable insights, improve reporting, strengthen operational controls, automate manual processes, and increase overall efficiency across the investment operations function.
- Monitor custodian activity, including corporate actions, income payments, and settlement exceptions.
- Reconcile cash balances and transactions against custodian records and internal systems.
- Produce portfolio, operational, regulatory, and management reporting.
- Investigate and resolve discrepancies related to cash, securities, income, and trade activity.
- Communicate regularly with brokers, custodians, and internal stakeholders to facilitate efficient operations and resolve issues.
- Support ad-hoc analyses, reporting requests, and process improvement initiatives.
Qualifications
Education Requirement:
- Bachelor's degree required.
Qualifications:
The ideal candidate is highly organized, analytical, and detail-oriented, with a strong desire to learn and develop within the investment management industry. Success in this role requires an investigative mindset, strong problem-solving skills and analytical abilities, and the ability to manage multiple priorities in a dynamic environment.
- One to two years of relevant professional experience.
- Strong technical aptitude and proficiency with Microsoft Office, particularly Excel.
- Strong verbal and written communication skills.
- Experience with Bloomberg, Aladdin, Databricks, and AI-powered solutions a plus.