Valuations Specialist (Hybrid-Oak Brook, IL)

Posted 12 Days Ago
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Chicago, IL
1-3 Years Experience
Fintech • Financial Services
Inspira Financial's innovative financial wellness solutions help people plan, save, and invest for today and tomorrow.
The Role
The Valuations Specialist at Inspira Financial is responsible for updating valuations for alternative assets held in custody by the company through the implementation and administration of the reconciliation system. They collaborate with investment sponsors, clients, and internal departments to ensure accurate valuation updates and resolve any issues that arise. The ideal candidate must be detail-oriented, analytical, and able to multitask effectively.
Summary Generated by Built In

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

  • Typical schedule for this position is Monday to Friday from 8 a.m. CT to 4:30 p.m. CT.
  • 1 to 2 weekends required per quarter.
  • This position needs to be able to come into the Oak Brook, IL office as needed.


HOW YOU WILL SOAR:
The Valuations team is responsible for updating valuations for alternative assets held in custody by Inspira. These updates, received from investment sponsors or other third parties, are processed both manually and through the use of an automated reconciliation system. The Valuations Specialist is responsible for facilitating alternative asset valuation updates through implementation and administration of the reconciliation system and manual processing. The incumbent will work closely with investment sponsors, clients, and various internal departments to resolve any issues that arise. The ideal candidate will be able to multitask while also being detail oriented, flexible and analytical.

  • Facilitate asset valuation updates through implementation and administration of the TRecs reconciliation system
  • Complete assigned TRecs implementation tasks in a timely manner to ensure that the project progresses, and follow-through with any ongoing responsibilities
  • Review and record alternative asset valuation updates, which includes analyzing sponsor statements and reconciling activity to the Trust Accounting System to identify and resolve differences
  • Research and resolve complex valuation issues
  • Monitor past due alternative asset valuations and assist with periodic and year-end valuation mailings to sponsors and clients
  • Ensure all processing consistently meets established service levels and is done with a high degree of accuracy
  • Create and maintain written operating procedures related to assigned functions
  • Actively share ideas to improve department processes and efficiencies
  • Other duties as assigned


IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • Bachelor's Degree in Accounting, Finance or related field
  • 1-3 years of applicable experience
  • Ability to be detail-oriented, organized and dependable
  • Possess a strong aptitude for numbers and reconciliations
  • Operate efficiently, with a high degree of accuracy and follow-through
  • Proven ability to both prioritize and manage multiple tasks to completion
  • Ability to work effectively and accurately under pressure
  • Proactive and analytical, able to problem-solve and propose solutions
  • Possess excellent verbal and written communication skills
  • Operate with a high sense of responsibility and conscientiousness in delivering results
  • Optimistic with a consistently positive and flexible attitude
  • Demonstrated computer aptitude and proficiency with Microsoft Excel, Word and Outlook
  • Ability to maintain the highest quality of service
  • IRA knowledge and experience with alternative investments and data archival systems preferred
  • Prolonged periods of sitting at a desk and working on a computer
  • Ability to work overtime and weekends as needed


Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

What the Team is Saying

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The Company
Oak Brook, IL
1,378 Employees
Remote Workplace
Year Founded: 2000

What We Do

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

Why Work With Us

At Inspira, you join a team of collaborative and approachable experts in a workplace where your unique talents and strengths are recognized and appreciated. We're searching for candidates who are just as excited to contribute to our clients' financial well-being as we are.

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Inspira Financial Offices

Remote Workspace

Employees work remotely.

Typical time on-site: None
Oak Brook, IL

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