Investment Operations Specialist

Company: INSPYR Solutions
Location: Harrisburg
Posted on: May 28, 2023

Job Description:

Title: Investment Operations Specialist (Hybrid 3 days in office, 2 days remote)Location: Harrisburg, PADuration: 6+ month contractCompensation: $28-34 W2Work Requirements: US Citizen, GC Holders or Authorized to Work in the US Qualified candidates may send a copy of their resume to Michelle Nicolaus at mnicolaus@inspyrsolutions.com. Job Description: Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance, and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers, or internal employees. Responsibilities: Assist in on-boarding of new clients Investigate and resolve reconciling items with custodian banks Daily trade input Perform data integrity checks New account set up & maintenance Assisting clients and client managers with portfolio inquiries. Daily & monthly accounting software processing Preliminary client statement reviews Assist with portfolio performance calculations Preparation of custom client reports Required Skill Sets: Ability to work well under deadline pressure Strong accuracy aptitude and detail orientation Strong hands-on experience with Microsoft Excel Preferred Skill Sets: Excellent time management, problem solving, teamwork, and communication skills; strong interpersonal skills Excellent written and spoken communication skills Experience in asset management/ financial services/ banking industries Experience with any portfolio accounting software a plus. Experience with Microsoft Excel, Word, Access Excellent written and spoken communication skills Ability to work well under deadline pressure Our benefits package includes: (EXCLUDE on perm placements) Comprehensive medical benefits Competitive pay, 401(k) Retirement plan ...and much more! About INSPYR Solutions:As a leading information technology partner, we connect top IT talent with our clients to provide innovative business solutions through our IT Staffing, Professional Services, and Infrastructure Solutions divisions. We understand and value the unique needs of highly-skilled information technology professionals in the industry and always strive to stay above the curve. Our company was founded on the following core values: Be the Best, Understand the Urgency, Never Ever Give Up, Have the Courage to Excel, and Make a Contribution. We take pride in our business model and strive to create a positive workplace environment through an exemplary culture. INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. #IND-IT#REMOTEPDN-992339d6-a7e9-415b-b376-a028acb57591

Keywords: INSPYR Solutions, Harrisburg , Investment Operations Specialist, Other , Harrisburg, Pennsylvania