Job Title: Investment Operations Specialist
Location: Milwaukee WI (53212)
Duration: 6 Months
Shift Time: 1st Shift (8:00 AM to 5:00 PM)
Job Description:
- We are seeking a dedicated and detailoriented Investment Operations Specialist.
- This hybrid role requires the candidate to be based locally in Milwaukee WI as the position involves occasional office visits for training and other needs.
- While regular inoffice presence is not mandatory the candidate should be available to come to the office when required.
- A hotel workstation setup is available as an option.
Primary Responsibilities:
- Support account administrators with physical asset setups requiring precise attention to detail accuracy and manual data entry.
- Research and resolve reconciliation breaks identified by the fund accounting teams utilizing strong analytical and organizational skills.
Requirements:
- Proficient in navigating a variety of software packages including Microsoft Office applications.
- Bachelors degree or equivalent work experience.
- Strong analytical problemsolving decisionmaking and organizational skills.
- Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment.
- Strong customer relations interpersonal and verbal and written communication skills.
Preferred Skills/Experience:
- Knowledge of trust and securities operational functions systems procedures and various products/services supported by the assigned areas.
- Basic understanding of regulatory and accounting principles.