Sammons Financial Group is hiring a Senior Investment Operations Analyst to ensure the accuracy, integrity, and usability of our Investment Book of Record (IBOR). In this role, you will own complex investment data processes across diverse asset classes, perform advanced analytics, and lead resolution of high-impact discrepancies. You will act as a key subject matter expert, partnering cross-functionally to enhance data quality, strengthen controls, and drive continuous improvement.

What You'll Do

Lead advanced analytics reviews of investment data, including valuation movements, fixed income analytics, structured cash flows, and performance trends.
Own the accuracy and completeness of IBOR positions, transactions, and security records across supported asset classes.
Lead IBOR to ABOR reconciliation oversight, performing root-cause analysis on complex discrepancies and implementing sustainable resolutions.
Serve as a subject matter expert for complex investment data issues, advising stakeholders and developing cross-functional solutions.
Review and support security and transaction setup for complex instruments, including structured products and private investments.
Interface directly with external asset managers and vendors to validate data inputs, resolve discrepancies, and improve transparency.
Utilize Intex and other analytics tools to validate cash flow models, assumptions, and structured asset analytics.
Develop and enhance exception reporting, trend analysis, and data quality metrics to proactively identify risks.
Lead or materially contribute to process improvement and automation initiatives that enhance scalability and operational efficiency.
Support and influence system implementation efforts, including IBOR platform enhancements and Bloomberg Enterprise go-live activities.
Maintain and strengthen documentation, control frameworks, and operational metrics related to investment data governance.
Commit to embracing our shared values of Accountability, Connection, Openness, Respect, and Integrity.
Participate in other initiatives and projects as necessary.

What We're Looking For

Bachelor's Degree in Finance, Economics, Actuarial Science, Mathematics, or a related field.
Minimum of 5 years of relevant investment operations, IBOR support, or investment data management experience.
Demonstrated experience across multiple asset classes, including corporate credit, structured products, and private or alternative investments.
Deep understanding of investment data structures, analytics, and valuation mechanics across asset classes.
Strong root-cause analysis capability across systems, data feeds, and operational processes.
High degree of ownership and accountability for process outcomes and data quality.
Ability to operate independently in complex and ambiguous environments.
Cross-functional influence and stakeholder partnership skills.
Strong judgment balancing accuracy, timeliness, and business risk.

Nice to Have

Hands-on experience with IBOR platforms, investment accounting systems, or comparable complex investment data environments.
Experience with Intex or similar structured modeling tools.
Demonstrated experience improving investment data processes and implementing measurable quality enhancements.
Experience with Bloomberg Enterprise.
Proficiency in data analysis tools such as Excel, SQL, Python, Alteryx, or comparable technologies.