Investment Operations Coordination Supervisor

americanfidelity· CEALP Cameron Enterprises A Limited Partnership
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📍 Oklahoma City, OklahomaFull time
Full timeCEALP Cameron Enterprises A Limited Partnership

About this role

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Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.

Serve as the primary point of contact for the accounting department to achieve a smooth daily reconciliation and quarterly/year-end reporting process with minimal discrepancies.

Coordinate, track and report registered investment advisor material requests for compliance.

Work closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management.

Requirements:

  • Associate's or Bachelor's degree from four-year college or university in Finance or IT; 4 years middle office and investment reporting experience acceptable in lieu of degree

  • 10 years experience; 5 years job-specific

  • Background in finance, accounting and middle office settlement operations

  • Strong understanding of security structures including corporate bonds, RMBS, CLOs, asset-backed securities and municipal bonds

  • Strong proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and SharePoint) and Adobe (Acrobat Pro), and the ability to adapt to new technologies

  • Strong knowledge of investment portfolio analytics

  • Strong understanding of Bloomberg and Bloomberg AIM

  • Sound knowledge of investment/accounting systems such as PAM SS&C and FactSet

  • Basic knowledge of accounting and actuarial functions

  • Strong oral and written communication skills

  • Strong analysis and interpretation skills

  • Excellent organizational skills required

  • Administrative skills required

  • Ability to work efficiently within strict time constraints

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#AFC

Frequently Asked Questions

Is the salary disclosed for the Investment Operations Coordination Supervisor position at americanfidelity?
The salary for this Investment Operations Coordination Supervisor role at americanfidelity is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Operations Coordination Supervisor position at americanfidelity located?
This Investment Operations Coordination Supervisor role at americanfidelity is based in Oklahoma City, Oklahoma. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Operations Coordination Supervisor role at americanfidelity full-time or part-time?
This is listed as a Full time position. It is posted as a Investment Operations Coordination Supervisor role in the CEALP Cameron Enterprises A Limited Partnership department at americanfidelity.
Which team or department does the Investment Operations Coordination Supervisor at americanfidelity belong to?
This Investment Operations Coordination Supervisor position is part of the CEALP Cameron Enterprises A Limited Partnership department at americanfidelity. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investment Operations Coordination Supervisor position at americanfidelity?
Click the "Apply Now" button on this page. You will be redirected to americanfidelity's official application portal hosted on workday where you can submit your application directly.
When was the Investment Operations Coordination Supervisor job at americanfidelity posted?
This Investment Operations Coordination Supervisor position at americanfidelity was posted on Jun 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Investment Operations Coordination Supervisor
americanfidelity
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