Investment Operations Specialist

1 week ago


Saint Paul, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Investment Operations Specialist. This is a 06+months contract (Possible temp to hire) opportunity with long-term potential and is located in Saint Paul, MN (Hybrid). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-40242

Pay Range: $20 - $22/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:


  • Compile and organize client documents.
  • Validate data on forms and documents.
  • Perform daily reconciliations and process proxy documents (All of these docs are FINRA regulated docs)
  • Respond promptly to emails and inquiries.
  • Communicate effectively with team members and escalate concerns.
  • Identify and troubleshoot issues related to reconciliations and document processing.
  • Demonstrate proficiency in Microsoft Office Suite and possess basic computer troubleshooting skills.


Key Requirements and Technology Experience:


  • Bachelor's degree in finance or a related field preferred, but not required.
  • Prior experience in the finance industry is beneficial (Any prior experience in finance will work, e.g., Teller, Rep, Admin, Financial Advisor, or someone who has some experience into financial industry will work)
  • Fresh grads with a Bachelor’s Degree in Finance will also be considered
  • Strong organizational and multitasking skills.
  • Attention to detail and ability to work accurately under pressure.
  • Excellent written and verbal communication skills.
  • Ability to meet deadlines and SLAs.
  • Proficiency in Microsoft Office Suite.


Our client is a leading 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.



  • Saint Paul, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Investment Operations Specialist . This is a 03+ Months Contract opportunity with long-term potential and is located in Saint Paul, MN (Onsite) . Please review the job description below and contact me ASAP if you are interested. Job ID:24-35790 Pay Range: $21 - $23/hour. Employee benefits include, but are not limited to,...


  • Saint Paul, United States Russell Tobin & Associates Full time

    What are we looking for in our Investment Operations Specialist? Russell Tobin's client, a diversified financial services company is hiring an Investment Operations Specialist to work in Saint Paul, MN (Hybrid) Apply Now! Employment Type: Contract/Hybrid Location: Saint Paul, MN Pay rate: $18-$22/hr. DOE Responsibilities: Responsible...


  • Saint Paul, United States Russell Tobin & Associates Full time

    What are we looking for in our Accounting - Investment Operations Specialist? Russell Tobin & Associates is seeking an Investment Operations Specialist to work for one of our top clients in Saint Paul, MN 55107 The Investment Operations Specialist provides dedicated support to custody clients in helping set up their accounts on internal...


  • Saint Paul, United States RTA US Full time

    Job DescriptionJob DescriptionRussell Tobin's client, a diversified financial services company is hiring an Investment Operations Specialist to work in Saint Paul, MN (Hybrid)Apply Now!Employment Type: Contract/HybridLocation: Saint Paul, MNPay rate: $18-$22/hr. DOEResponsibilities:Responsible for managing and reconciling all output processing...


  • Saint Paul, United States Corestaff Services Full time

    Investment Operations Specialist for a HYBRID role in St Paul, MN!Details:$22.46 per hour pay rateFull TimeContractHybrid in St Paul MN60 Livingston Ave, Saint Paul, MN 55107What's in it for you?Health, Dental, Vision insurance offered401k optionsWork with a great team!Only considering candidates with the following:Bachelor's Degree or 4 years of equivalent...


  • saint paul, United States Corestaff Services Full time

    Investment Operations Specialist for a HYBRID role in St Paul, MN!Details:$22.46 per hour pay rateFull TimeContractHybrid in St Paul MN60 Livingston Ave, Saint Paul, MN 55107What's in it for you?Health, Dental, Vision insurance offered401k optionsWork with a great team!Only considering candidates with the following:Bachelor's Degree or 4 years of equivalent...


  • St Paul, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Investment Operations Specialist. This is a 03+ Months Contract opportunity with long-term potential and is located in Saint Paul, MN (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-35790Pay Range: $21 - $23/hour. Employee benefits include, but are not limited to, health...


  • Saint Paul, Minnesota, United States Northern Prairie Financial LLC Full time

    Investment Advisor Support SpecialistNorthern Prairie Financial LLC is seeking an Investment Advisor Support Specialist to enhance our team. In this role, you will be instrumental in delivering tailored investment strategies to assist our clients in reaching their financial aspirations. This position offers a wonderful chance to advance your career within...


  • Saint Paul, Minnesota, United States Pyramid Consulting, Inc Full time

    Position Overview:We are currently seeking a skilled Investment Operations Analyst to join our team. This role is essential for ensuring the smooth operation of investment processes and providing support to our investment management activities.Contract Duration:This is a contract opportunity with the potential for long-term engagement.Location:This position...


  • Saint Paul, United States swipejobs Full time

    Responsibilities:Performs a variety of operational duties within an assigned area of Investment OperationsResearches and resolves operational and/or accounting exceptions, some of which may involve extensive reviewInterfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customersEnsures the accuracy of account...


  • St Paul, United States Corestaff Services Full time

    Investment Operations Specialist for a HYBRID role in St Paul, MN!Details:$22.46 per hour pay rateFull TimeContractHybrid in St Paul MN60 Livingston Ave, Saint Paul, MN 55107What's in it for you?Health, Dental, Vision insurance offered401k optionsWork with a great team!Only considering candidates with the following:Bachelor's Degree or 4 years of equivalent...


  • St Paul, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Investment Operations Specialist. This is a 06+months contract (Possible temp to hire) opportunity with long-term potential and is located in Saint Paul, MN (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-40242 Pay Range: $20 - $22/hour. Employee benefits include, but are not...


  • Saint-Brieuc, Bretagne, United States Crestline Hotels & Resorts Full time

    Position Title: Investment Analysis SpecialistOverview:The Investment Analysis Specialist plays a crucial role in conducting financial evaluations related to the portfolio of managed properties, business development initiatives, and the overall corporate structure. This role demands a driven professional with a robust work ethic and a collaborative spirit....


  • Saint Paul, Minnesota, United States Russell Tobin & Associates Full time

    Job SummaryRussell Tobin & Associates is seeking a highly skilled Investment Operations Specialist to join our team in a contract/hybrid role. As a key member of our operations team, you will be responsible for managing and reconciling all output processing, creating and sending verification letters, and researching client inquiries.Key...


  • Saint Paul, United States Rose International Full time

    Hybrid position: 3 days in office at the candidate's preference. Other 2 days remoteEXCEPT TRAINING: They will be required to go into the office on the 3 days that their trainee does.Hourly Rate: $22/hrParking -- $40.00 monthly. Other options and lots are available that are close.Job Description: We are looking for a candidate who is organized and likes...


  • Saint Paul, United States Rose International Full time

    Hybrid position: 3 days in office at the candidate's preference. Other 2 days remoteEXCEPT TRAINING: They will be required to go into the office on the 3 days that their trainee does.Hourly Rate: $22/hrParking -- $40.00 monthly. Other options and lots are available that are close.Job Description: We are looking for a candidate who is...


  • Saint-Brieuc, Bretagne, United States Crestline Hotels & Resorts Full time

    Position Overview:The Investment Analysis Specialist plays a crucial role in conducting financial evaluations related to Crestline's diverse portfolio of managed properties, its strategic growth initiatives, and the overall corporate framework. This role demands a driven professional with a robust work ethic and a collaborative spirit. The ideal candidate...


  • Saint-Brieuc, Bretagne, United States Crestline Hotels & Resorts Full time

    Position Overview:The Investment Analysis Specialist plays a crucial role in conducting financial evaluations related to Crestline's portfolio of managed properties, its business expansion initiatives, and the overarching corporate structure.This role demands a highly driven professional with a robust work ethic and a collaborative spirit. The ideal...


  • St Paul, United States swipejobs Full time

    Responsibilities:Performs a variety of operational duties within an assigned area of Investment OperationsResearches and resolves operational and/or accounting exceptions, some of which may involve extensive reviewInterfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customersEnsures the accuracy of account...


  • Saint Louis County, Missouri, United States NISA Investment Advisors, LLC Full time

    About NISA Investment Advisors, LLCNISA Investment Advisors, LLC is a leading investment management firm serving institutional clients. We seek bright and motivated individuals to contribute to our growing team of professionals.Key Responsibilities:Support the Portfolio Management team by utilizing tools to enhance and optimize trading and asset management...