Job 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

Qualifications

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