Job description

Location: Remote Work Type: Full Time Regular Job No: 505329 Categories: Investment Management Application Closes: Closes Nov 13, 2026 2026-10-22 SHARE The Private Placement Operations Specialist supports the ongoing administration of private placement debt investments after closing, including security setup, payment and cash monitoring, issuer reporting, amendments, maturities, prepayments, and regulatory reporting. They serves as a gateway into Private Placement Investments, providing foundational exposure to our work, our mission, and the value the team delivers. Ensures compliance with note purchase agreements, investment requirements, regulatory reporting obligations, and internal controls while supporting portfolio management, investment accounting, and operational risk management activities. WHAT WE CAN OFFER YOU: • Estimated Salary (Levels have variable responsibilities and qualifications) • • Private Placement Ops Specialist: $60,000, plus annual bonus opportunity • 401(k) plan with a 2% company contribution and 6% company match. • Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment WHAT YOU’LL DO: • Coordinate and administer security setup, documentation, and reporting activities for private placement investments, ensuring accurate and timely execution in accordance with approved terms and internal controls. • Build foundational knowledge of private placement investments, the investment process, and the team's role in the portfolio through exposure to the work of portfolio managers, analysts, and operations colleagues. • Serve as an operational point of contact for matters affecting private placement investments. Research and respond to inquiries, coordinate required actions, and communicate with issuers, placement agents, counsel, custodians, internal business partners, and other external stakeholders. Resolve routine matters and escalate material credit, compliance, or operational concerns as appropriate. • Monitor interest and principal payments, prepayments, maturities, and other cash activity. Reconcile activity to custodian and accounting records, identify exceptions, and coordinate resolution with internal and external stakeholders. • Track receipt of financial statements, compliance certificates, and other issuer reporting required under note purchase agreements. Distribute deliverables to investment staff and follow up on missing or late items • Support the processing of amendments, waivers, consents, and other issuer requests, including document collection, internal approvals, execution, and system updates. • Support NAIC Securities Valuation Office (SVO) filings and other regulatory reporting requirements for private placement holdings, as applicable. • Utilize various systems and applications to prepare periodic reports and requests for information. Assist in updating system information for various activities and participate in testing system or application upgrades. • Work collaboratively with and support the efforts of internal parties and external parties who perform certain tasks or jobs for our benefit and at our direction. • Establish and maintain appropriate documentation associated with all procedures, policies and activities, training counterparts and establishing a good backup plan for coverage and business continuity. WHAT YOU’LL BRING: • Knowledge of regulations and laws affecting the purchase of securities, private placements, and any other investment vehicle. • Knowledge of private placement debt structures, note purchase agreements, and related closing documentation. • Knowledge of fixed income concepts, including interest calculations, amortization, and prepayment and make-whole provisions. • Ability to identify operational, compliance, and portfolio risks and recommend corrective action. • Ability to manage complex transactions involving multiple stakeholders and competing deadlines. • Ability to interpret note purchase agreements, amendments, and other legal documentation. • Ability to utilize personal computer applications to include but not limited to Microsoft Excel, Word and PowerPoint. • Strong communication (written and verbal) and interpersonal skills. • Effectively manages internal and external business relationships. • Ability to analyze and interpret data; formulate recommendations based on data. • Strong organizational skills with attention to detail. • Ability to work as part of a team environment in a fast paced, diverse and growth oriented environment. • Ability to effectively manage multiple tasks simultaneously within a timely manner. • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. • Ability to work remotely with reliable high-speed internet access while residing in the United States or Puerto Rico. Preferred: • Some post-secondary education, course work through a professional organization or equivalent experience. • Knowledge of Investment Management asset administration's processes and practices and its business partners. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! If you have questions about your application or the hiring process , email our Talent Acquisition area at careers@mutualofomaha.com . Please allow at least one week from time of applying if you are checking on the status. Stay Safe from Job Scams Mutual of Omaha only accepts applications from mutualofomaha.com/careers . Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs . Stay alert for scams and apply securely! Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Senior Investment Operations Analyst - Derivatives Remote | 505235 Senior Associate - Project Finance & Infrastructure Remote | 505299 Derivatives Portfolio Manager Various Locations | 505282 Apply Now Need Help? Email us at: careers@mutualofomaha.com Related Job Openings Senior Investment Operations Analyst - Derivatives Remote | 505235 Senior Associate - Project Finance & Infrastructure Remote | 505299 Derivatives Portfolio Manager Various Locations | 505282 Close Important Information Before You Apply We’re thrilled you’re considering a career with Mutual of Omaha. Before starting your application, please ensure you’ve gathered the most recent — and accurate — information regarding your background. Inconsistencies or incomplete details may result in your application being declined. Providing thorough and truthful information is essential for a fair evaluation and supports our code of ethics and our corporate value of integrity. We take fraudulent activity seriously. By clicking Apply Now, you confirm your application and resume are accurate and up to date. Thank you for your attention to this step. We look forward to reviewing your application! Apply Now Back to top

Requirements

Must-haves

Location: Remote
Work Type: Full Time Regular
Job No: 505329
Categories: Investment Management
Application Closes: Closes Nov 13, 2026
Estimated Salary (Levels have variable responsibilities and qualifications)
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment
Coordinate and administer security setup, documentation, and reporting activities for private placement investments, ensuring accurate and timely execution in accordance with approved terms and internal controls.
Build foundational knowledge of private placement investments, the investment process, and the team's role in the portfolio through exposure to the work of portfolio managers, analysts, and operations colleagues.
Track receipt of financial statements, compliance certificates, and other issuer reporting required under note purchase agreements. Distribute deliverables to investment staff and follow up on missing or late items
Support the processing of amendments, waivers, consents, and other issuer requests, including document collection, internal approvals, execution, and system updates.

Nice-to-haves

Private Placement Ops Specialist: $60,000, plus annual bonus opportunity
Some post-secondary education, course work through a professional organization or equivalent experience.
Knowledge of Investment Management asset administration's processes and practices and its business partners.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
Stay Safe from Job Scams
Fair Chance Notices
Need help? Email Us
Great place to work
Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.
See All Awards
An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.

Application prep

Use the role’s language and application details while tailoring your materials.

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Benefits detected in the listing.

Vision

401(K)