Nathaniel Otley

Implement Operation Procedures for Onboarding Outside Money Manger Initiated Investments

• Organized key SMF deliverables between third-party managers, 40|86 investment accounting, and custodian to ensure seamless operations
• Conduct reconciliations between third-party managers, investment accounting, and operations to ensure current and accurate holdings
• Establish SFTP delivery sites between 40|86 IT and third-party mangers for transaction and SMF files

Led the onboarding of FundHub, new Third-Party book of record for 40|86 alternative investments

• Oversee transfer of holding and reporting data for over a billion dollars in alternative assets to Third Party managed Book of Record
• Coordinated weekly project meetings to troubleshoot challenges and uphold project deadlines
• Delivered quarterly benchmark data for alternative portfolio to third-party managers and executed monthly holdings reconciliations for accuracy

Led settlement of all 40|86 Alternative, Private Placement and Physical Assets

• Review NPAs and relevant deal documents to extract key data points for security master onboarding
• Recorded security master information for over 50 private placements in 2025
• Oversaw private placement deposits and reconciliations with custodian, ensuring timely and accurate processing of transactions

Direct Trade Settlement for 40|86's Fixed Security Trade

• Utilize Bloomberg AIM to ensure all DTC trades settle timely, resolving any discrepancies arising with brokers and custodians
• Processed over 60 Voluntary corporate action and gain-loss analysis relating to 40|86's publicly held bonds.

Accurately processed newly originated CRE and CTL Loan Activity within Precision LM

Processed custodian transaction activity and confirm consistency with Precision LM Lockbox postings

Monitored WSO bank loan trade activity and ensure complete and accurate details were loaded to data warehouse

Examined applicant’s qualifications and needs for government regulated insurance plans

Passed Licensing to become a licensed Health and Accident Insurance Agent

Led team training for new interns in Anthem’s downtown Indianapolis offices upon internship completion