Lead Analyst Investment Plan Accounting

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Lead Analyst supports both Defined Benefit and Defined Contribution Investment Only Institutional Plan Sponsors. The incumbent will be responsible for monthly asset & investment reporting as well as annual regulatory reporting. The Lead will provide operational support to various teams within Empower, including, but not limited to, Client Facing, Empower Capital Management, and Empower Trust Company. The responsibilities may include acting as liaison between Project Managers/Business Analysts/Stakeholders and Operations. Additionally, this role requires subject matter expertise in several cross-functional areas and has autonomy of day-to-day decisions. This role also encompasses project work to improve our efficiencies, reduce costs while still maintaining high levels of control.

What you will do

• Support client asset and investment reporting.

• Support of new fund development, opening and closings as it relates to reporting needs.

• Portfolio and Client level transition events (i.e., securities in-kind transfers, manager replacements, etc.)

• Gather supporting documents for External and Internal audit review; support plan sponsor annual audits.

• Participate in various analysis and special projects

• Develop and implement team strategy, procedures and operational/business models.

• Create and maintain workflows and initiate/implement process efficiency improvements in order to mitigate risk.

• Subject-matter expertise in multiple facets of responsibilities.

• Gather supporting documents for external and internal audit review; support plan sponsor annual audits.

• Balance monitoring for benefit payment funding.

• Quality review of work as well as training of other associates.

• Responsible for more complex activities, including identification and resolution of issues.

What you will bring

• Bachelor's degree preferred, preferably in Business, Finance or related field or equivalent related experience.

• 7+years of investment operations, financial reporting, or accounting experience.

• Strong understanding of various investment types and accounting principles.

• Results and detail oriented with ability to effectively handle multiple competing task/work responsibilities.

• Must be able to work in a fast-paced environment.

• Must be able to meet deadlines.

What will set you apart

• Advanced Microsoft Excel skills preferred.  

• Excellent proactive communication skills with ability to interact with all levels of staff and management. 

• Strong problem resolution skills and understanding of when to escalate a matter.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource