Investment Operations Specialist

4 days ago


Harrisburg, Pennsylvania, United States BCforward Full time
Job Title: Investment Operations Specialist

BCforward is seeking a highly motivated Investment Operations Specialist to join our team in Harrisburg, PA.

Job Summary:

We are looking for a skilled Investment Operations Specialist to support our clients in the financial services industry. The ideal candidate will have experience in asset management, financial services, and banking operations, with a strong background in data analysis and technical skills.

Key Responsibilities:

  • Resolve transaction discrepancies between accounting systems and bank records
  • Troubleshoot technical and procedural issues related to processing analyst responsibilities
  • Work with banking institutions to resolve transaction issues
  • Set up and maintain bank accounts for cash management services
  • Participate in organizational projects involving the processing team
  • Create and participate in presentations and/or training for GFS, CSG, and other USB groups
  • Review CD interest check deposit processing

About BCforward:

BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.

Requirements:

  • Experience in asset management, financial services, and banking operations
  • Advanced experience with Microsoft Outlook, Excel, and Access
  • Advanced experience with Visual Basics for Application (VBA) knowledge preferred
  • Excellent written and spoken communication skills
  • Takes initiatives to handling shifting priorities and staff shortages
  • Ability to analyze and organize data
  • Ability to follow procedures and update procedures when necessary
  • Able to quickly learn complex concepts and seamlessly manage multiple priorities

How to Apply:

Interested candidates please send resume in Word format. Please reference job code when responding to this ad.



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