Investment Operations Analyst

About Berkley

• 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.
• 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.

Requirements

• Bachelor's degree required.
• 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.

Pay

Additional Company Details Salary Range - $70K to $85K, dependent on experience, knowledge, and education.

Benefits

• Berkley is committed to offering comprehensive and competitive employee health benefits that help our employees stay healthy, feel secure and maintain a work/life balance.
• Medical, Dental, Vision, Flexible Spending Account, Health Savings Account and a Health Reimbursement Arrangement.
• We support our employees in planning for their current and future security by offering Short & Long Term Disability, 401(k)/Profit Sharing/Employee Stock Purchase Plan, Life/Accidental Death & Dismemberment/Travel and Additional Life Insurance.
• We want our employees to live productive and fulfilling lives.
• We promote work-life balance and personal wellness by providing an Employee Assistance Program, Paid Time Off (Vacation/Sick/Holidays) and encouraging employees to participate in our groups wellness program.
• We take risk management excellence and your professional growth and ongoing development seriously by offering industry-related education and exams along with industry-related tuition assistance.