Investment Operations Specialist

Immediate need for a talented an Investment Operations Specialist. This is a 12+ months contract opportunity with long-term potential and is located in Cincinnati, OH(Onsite). Please review the job description below and contact me ASAP if you are interested.

Job Diva ID:  26-02861

Pay Range: $21 - $23/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities:

• These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts.
• As a functional opener, you will be accountable for the following:
• Validate new account documentation is completed
• Ensure account openings are processed timely and accurately based on client elections, with critical documents being retained within systems of record, including initiation of fee billing for new accounts
• Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
• Embracing technology and finding new ways to solve problems
• As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.
• We provide a career path that can lead to working on deals of more complexity and with increasing autonomy.
• Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes.
• Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts.
   

Key Requirements and Technology Experience: 

• Key skills; Client Service, Investment Management, and Front Office operations
• Associate degree, or equivalent work experience
• Two to four years of job-related experience, preferably in institutional trust and/or financial industry
• Thorough knowledge of trust administration, mutual fund products, and sales
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Ability to resolve complex problems with minimal guidance
• Effective interpersonal, verbal, and written communication skills.

Our client is a leading Financial and Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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