Investment Plan Serv Analyst

Investment Plan Serv Analyst

US-IL-Bloomington

Job ID : 2024-36815

Type : Regular Full Time

of Openings : 1

Category : Accounting and Financial

Bloomington, IL

Overview

We are not just offering a job but a meaningful career! Come join our passionate team!

As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry.

State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.

We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance.

Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.

We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!

Visit our Careers page for more information on our benefits , locations and the process of joining the State Farm team!

Responsibilities

• Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and / or procedures
• Performs audits, analyzes trends and statistical information, develops reports, and provides recommendations for improving efficiencies and effectiveness to meet department and company business needs
• Fosters and maintains relationships with internal / external business partners and customers
• Establishes, documents, maintains, and communicates business procedures
• Performs a variety of oversight related activities including testing, reporting, and risk assessment, drawing on relevant knowledge and skills (obtained through formal education / training or through job experience)
• Develops creditability and collaborative relationships in Broker Dealer operations, Regulatory Compliance and with business partners.

Actively seeks input on critical decisions to achieve buy-in, on-going support, and cooperation to promote enterprise compliance

Qualifications

• Experience in broker dealer operations with an understanding of applicable laws and regulations
• Ability to quickly understand new concepts, interpret, analyze, and report across multiple areas
• Strong attention to detail and commitment to high standards of work product, including development of deliverables and executive summaries for various audiences
• Technical agility, including proficiency with the Microsoft Office suite of products
• High degree of initiative and accountability with ability to meet primary responsibilities, timelines, and effective dates with limited direction and oversight
• Comfort level and experience communicating effectively with all levels of leadership
• Ability to decipher and communicate risk and compliance topics to obtain buy-in, ownership, and drive action to achieve results
• Ability to multi-task and prioritize work based on business needs
• Ability to communicate priorities and / or associated conflicts, and must appropriately escalate issues to business partners, stakeholders, team members, and / or leadership
• Great relationship building and teamwork skills - maintaining relationships and communication with key business partners and team members regarding ongoing efforts and department initiatives, and assisting other team members and peers when needed

Please see job description

PI242913917