Investment Operations Specialist

Stellantis NV

  • Auburn Hills, MI
  • 30+ days ago

    Highlights

    The Investment Operations Specialist will be responsible for all operational aspects of employee savings plan asset management. Prepare materials for external compliance including external financial statement reporting requirements related to employee savings plan assets.

    Numbers & Facts

    LocationAuburn Hills, MI

    Description

    The Investment Operations Specialist will be responsible for all operational aspects of employee savings plan asset management.

    Responsibilities:

    • Manage trust and custody activities with external, savings plan record keepers

    • Prepare performance reporting

    • Partner with Stellantis HR Retirement & Savings team

    • Present to the Pension Investment Committee for the US and Canadian savings plans

    • Ensure compliance with all internal governance

    • Prepare materials for external compliance including external financial statement reporting requirements related to employee savings plan assets

    • Serve as the point of contact for external/internal audit of plan reporting

    • Oversee compliance with regulatory authorities and applicable regulations

    • May support investment operations of the US and Canadian pension plans depending on overall needs of the team

    Required Qualifications

    • Bachelors degree in Accounting, Finance, Economics or related field

    • Minimum of 5 years of finance/treasury/accounting experience

    • Excellent analytical, verbal, and written communication skills

    • Demonstrated leadership and ability to independently manage multiple projects

    • Willingness to utilize AI and other Microsoft tools to drive process improvements and gain efficiency

    • Personal interest and passion for staying in-the-know with 401k/savings plan market developments

    Preferred Qualifications

    • Master's degree

    • CPA/CA designation

    • General understanding of capital markets, pension trusts, and relevant accounting standards

    • Candidate's openness to rotate through other positions within the broader Treasury department

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