Senior Financial Analyst - Investment Operations

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Job Summary
The Senior Financial Analyst position is part of CNA's Investments, Treasury, Investor Relations and Rating Agencies Division. This division is responsible for managing the firm's bank relationships and cash management activities, as well as trade settlement, analysis, accounting and reporting for the firm's $40+ billion investment portfolio.
The primary responsibilities for the Senior Financial Analyst role are to manage the Corporate Action events for securities held by the company and engage in the trade settlements process interacting with banks, brokers and portfolio managers. The role also entails a daily third party reconciliation utilizing Bloomberg while interacting with the accounting vendor & other colleagues within the division.
JOB DESCRIPTION:
Essential Duties & Responsibilities may include:

• Perform trade settlement responsibilities for the firm's $40+ billion investment portfolio. This includes but is not limited to utilizing Bloomberg and banking resources to monitor trade activity, investigate individual transactions, and resolve issues through communication with trading team, brokers, and custody bank personnel.
• Perform Statutory Deposit responsibilities which includes utilizing the accounting system to monitor and resolve state regulatory requirements through communication with internal teams and statutory bank personnel.
• Responsible for managing daily margin requirements for derivative products as well as monitoring and executing Bank Debt wires as needed.
• Responsible for ensuring resolution of voluntary corporate actions via daily monitoring of pending actions, coordinating with credit analysts, and providing appropriate instruction is executed.
• Perform other middle office investment responsibilities including monthly reconciliation of investment positions between custody and accounting records as well as application of third-party pricing.
• Participates in defining the issues and scope of assigned projects; suggests approach and methodology, and enhances analysis where applicable.
• Prepares and presents interpretations of findings for leadership within Investments & Treasury Division and broader corporate partners.
• Proactively investigate anomalies and variances in data.
• Interacts and coordinates with other departments to address business issues and meet organizational objectives.
• Lead or contribute to automation and efficiency projects
• Participates in Sarbanes-Oxley reviews as needed. Completes audit requests, as required.

Reporting Relationship
Manager or Above
Skills, Knowledge & Abilities

• Excellent organization, planning and time management skills. Proven ability to manage competing priorities and execute deliverables in a timely fashion.
• Act like an owner by taking pride in your work and acting with a sense of urgency.
• Strong analytical skills able to solve problems creatively by using your imagination, valuing diverse ideas, embracing change, and making processes as efficient as possible.
• Ability to foster and maintain collaborative relationships with external and internal customers, peers, and management.
• Good verbal and written communication and presentation skills.
• Technical knowledge of Institutional banking processes, documentation, applications and controls is a plus.

Education & Experience

• Bachelor's Degree in finance, accounting, or related field
• Typically three to five years of related experience

#LI-MR1
#LI-HYBRID
I n certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia , California, Colorado, Connecticut, Illinois , Maryland , Massachusetts , New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually.Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com .
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .