Fund Operations Specialist
3 weeks ago
At Walton Global, we are seeking a highly skilled Fund Operational Manager to join our team. As a key member of our global capital markets team, you will play a critical role in maintaining operational efficiency and supporting product development.
Key Responsibilities:- Transaction Processing: Oversee and ensure the accuracy of capital markets transactions related to fund operations, including purchases, redemptions, transfers, and distributions.
- Compliance and Reporting: Ensure adherence to both internal policies and external regulatory requirements, maintaining detailed records and documenting operational processes and compliance activities.
- Legal Coordination of Product Offerings: Collaborate in the development and updating of fund products, reviewing fund legal documents, Ad Hoc Fund documents, and other fund-related items as necessary.
- Fund Performance Analysis: Assist in analyzing fund performance data and generating performance reports for management review, preparing materials for quarterly fund performance reviews and board meetings.
- Stakeholder Communication: Serve as a key point of contact for inquiries from broker dealers, RIAs, and other stakeholders regarding fund operations, coordinating with external service providers to ensure efficient execution of fund operations.
- Bachelor's degree in Business Administration, Finance, Accounting, or related field.
- 2-3 years of experience in fund operations or a similar role within a financial services environment preferred.
- Strong analytical skills and proficiency in the Microsoft Suite (Excel, PowerPoint, Word).
- Excellent communication and interpersonal skills, capable of effectively managing interactions with internal and external stakeholders.
- Detail-oriented with strong organizational and project management skills.
-
Fund Operations Manager
1 week ago
Scottsdale, Arizona, United States Walton Global Full timeJob Title: Fund Operational ManagerAbout the Role:We are seeking a highly skilled Fund Operational Manager to join our team at Walton Global. As a key member of our global capital markets team, you will play a critical role in maintaining operational efficiency and supporting product development for our clients.Key Responsibilities:Oversee and ensure the...
-
Fund Operations Manager
2 weeks ago
Scottsdale, Arizona, United States Walton Global Full timeJob DescriptionAt Walton Global, we are seeking a highly skilled and detail-oriented Fund Operations Manager to join our team. As a key member of our global capital markets team, you will play a critical role in maintaining operational efficiency and supporting product development.Key ResponsibilitiesOversee and ensure the accuracy of capital markets...
-
Underwriting Support Specialist II
2 weeks ago
Scottsdale, Arizona, United States Accident Fund Holdings, Inc. Full timeJob DescriptionThe Underwriting Support Specialist II plays a vital role in ensuring the smooth operation of our underwriting process. This position is responsible for performing a variety of tasks to ensure proper file documentation and policy issuance.Key Responsibilities:Review bind requests for completeness and follow up on missing items to ensure all...
-
Underwriting Support Specialist II
3 weeks ago
Scottsdale, Arizona, United States Accident Fund Holdings, Inc. Full timeJob DescriptionThe Underwriting Support Specialist II plays a vital role in ensuring the smooth operation of our underwriting process. As a key point of contact for agents and internal stakeholders, this position requires excellent communication and organizational skills.Responsibilities:Perform underwriting tasks as determined by the division...
-
Underwriting Support Specialist II
3 weeks ago
Scottsdale, Arizona, United States Accident Fund Holdings, Inc. Full timeJob DescriptionThe Underwriting Support Specialist II plays a vital role in ensuring the smooth operation of our underwriting process. This position is responsible for performing a variety of tasks to ensure proper file documentation and policy issuance.Key Responsibilities:Review bind requests for completeness and follow up on missing items to ensure all...
-
Grants Specialist
3 weeks ago
Scottsdale, Arizona, United States Kim Joyce and Associates Full timeJob Title: Grants SpecialistKim Joyce and Associates is seeking a highly skilled Grants Specialist to join our team. As a Grants Specialist, you will be responsible for researching and writing grant proposals to secure funding for our clients.Key Responsibilities:Research and write grant proposals to secure funding for clientsWork with Senior Grants...
-
Data Operations Specialist
1 month ago
Scottsdale, Arizona, United States IMCS Group Full timeJob Summary:We are seeking a highly skilled Data Operations Specialist to join our team at IMCS Group. As a key member of our operations team, you will be responsible for processing transactions and reviewing documentation to ensure accuracy and timeliness.Key Responsibilities:Process financial transactions and review documentation to ensure compliance with...
-
Mail Operations Specialist
2 weeks ago
Scottsdale, Arizona, United States eTeam Inc Full timeJob Summary:eTeam Inc is seeking a skilled Mail Operations Specialist to join our team in a fast-paced environment. As a key member of our corporate mailroom, you will be responsible for operating large inserter machines, performing digital printing on production class printers, and ensuring timely completion of mailroom functions.Key Responsibilities:Verify...
-
Data Operations Specialist
4 weeks ago
Scottsdale, Arizona, United States IMCS Group Full timeJob SummaryWe are seeking a highly skilled Data Operations Specialist to join our team at IMCS Group. As a key member of our operations team, you will be responsible for processing transactions and reviewing documentation to ensure accuracy and timeliness.Key ResponsibilitiesProcess transactions and review documentation to ensure requests are completed...
-
Data Operations Specialist
3 weeks ago
Scottsdale, Arizona, United States IMCS Group Full timeJob DescriptionRequisition Title: Loan ProcessorDuration: 12 months Contract with possibility of extensionLocation: HybridJob Summary:We are seeking a highly skilled Data Operations Specialist to join our team at IMCS Group. The successful candidate will be responsible for processing transactions, reviewing documentation, and identifying processing and...
-
Billing Specialist
2 weeks ago
Scottsdale, Arizona, United States Amwins Full timeJob Title: Billing SpecialistStealth Partner Group, an Amwins Group Company, is seeking a highly skilled Billing Specialist to join our team. As a key member of our team, you will be responsible for managing and handling premium files, reviewing backup statements for accuracy, and disbursing funds among multiple accounts.Responsibilities:Manage and handle...
-
Autonomous Vehicle Operations Specialist
3 weeks ago
Scottsdale, Arizona, United States Cruise Full timeJob Title: Autonomous Vehicle Operations SpecialistCruise is seeking an experienced Autonomous Vehicle Operations Specialist to join our team in Scottsdale, AZ. As a key member of our Operations Control Center, you will be responsible for providing 24/7 oversight of our autonomous vehicle fleet, identifying and escalating potential issues, and collaborating...
-
Print and Mailroom Operations Specialist
3 weeks ago
Scottsdale, Arizona, United States Ricoh Americas Corporation Full timeJob SummaryRicoh Americas Corporation is seeking a skilled Print and Mailroom Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our high-volume copy machines and performing binding and finishing work.Key ResponsibilitiesConvenience Copier Maintenance: Ensure that convenience...
-
Eligibility Specialist
1 week ago
Scottsdale, Arizona, United States Savista Full timeJob SummarySavista is seeking a highly motivated and detail-oriented Eligibility Specialist to join our team. As an Eligibility Specialist, you will play a critical role in identifying financial assistance programs for uninsured or underinsured customers and assisting with the application process.Key Responsibilities:Handle high-volume inbound and outbound...
-
Retirement and Investment Operations Specialist
3 weeks ago
Scottsdale, Arizona, United States HUB International Full timeAbout UsHUB International is a global leader in helping individuals and companies navigate risk and manage the complexities of insurance.Job SummaryThe Retirement & Investment Operations Specialist is a key member of the Retirement Planning team, responsible for both operational duties and supporting consulting team members with client initiatives and...
-
Optical Specialist
4 weeks ago
Scottsdale, Arizona, United States American Vision Partners Full timeAbout the RoleWe are seeking a skilled and detail-oriented Optical Specialist to join our team at American Vision Partners. As an Optical Specialist, you will play a critical role in providing exceptional patient care and ensuring the highest level of customer satisfaction.Key ResponsibilitiesInterpret prescriptions and assist patients in selecting the...
-
Optical Specialist
3 weeks ago
Scottsdale, Arizona, United States American Vision Partners Full timeAbout the RoleWe are seeking a skilled and detail-oriented Optical Specialist to join our team at American Vision Partners. As an Optical Specialist, you will play a critical role in providing exceptional patient care and ensuring the highest level of customer satisfaction.Key ResponsibilitiesInterpret prescriptions and assist patients in selecting the most...
-
Eligibility Specialist
4 weeks ago
Scottsdale, Arizona, United States Savista Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Eligibility Specialist to join our team at Savista. As an Eligibility Specialist, you will play a critical role in helping our clients navigate the complex healthcare system and access the financial assistance they need.Key ResponsibilitiesScreen customers for financial and medical eligibility...
-
Eligibility Specialist
2 weeks ago
Scottsdale, Arizona, United States Savista Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Eligibility Specialist to join our team at Savista. As an Eligibility Specialist, you will play a critical role in helping our clients navigate the complex healthcare system and access the financial assistance they need.Key Responsibilities:Screen customers for financial and medical eligibility...
-
Accounts Payable Specialist
4 weeks ago
Scottsdale, Arizona, United States Alliance Defending Freedom Full timeAccounts Payable SpecialistWe are seeking a highly skilled Accounts Payable Specialist to join our Finance team at Alliance Defending Freedom. As an Accounts Payable Specialist, you will play a vital role in ensuring timely vendor and team member disbursements.Key Responsibilities:Process accounts payable, including receiving and processing invoices and...