Investment Operations Analyst

Sophisticated Work. In a Great City. Making a Difference.

The State of Wisconsin Investment Board (SWIB) manages more than $178 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global asset managers than in typical public pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.

The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on lists of best places to live, eat, and play. SWIB offers a modern workspace, hybrid work options, and competitive compensation and benefits.

Serving over 703,000 WRS beneficiaries, SWIB is driven by a clear mission: securing the financial future of those who serve Wisconsin. When you work at SWIB, you know your work matters.

Job Description

About the Team

The Funds and Liquidity Operations team is responsible for providing analytical and operational support and oversight of SWIB’s investments. The primary functions of the team are to support SWIB’s collateral management, asset allocation, re-balancing, leverage, liquidity, and treasury activities.

Position Overview

• Monitor cash forecasting and instruct cashflows between accounts as appropriate
• Support monthly rebalances and asset transition activity
• Facilitate account onboarding and maintenance
• Operationally support the agency’s Securities Finance program
• Track borrows and loans across all sources and move to minimize borrowing costs
• Track available High Quality Liquid Assets (HQLA)
• Provide daily operational support for exchange-traded and over-the-counter derivatives including validation of daily initial and variation margin calculations
• Serve as operational support for new investment instruments, strategic initiatives and projects
• Develop procedures and internal control d...