Investment Operations Specialist
3 weeks ago
We are looking for a highly skilled Investment Operations Specialist to join our team at Investment Performance Services, LLC (IPS).
The ideal candidate will have excellent analytical and organizational skills, with the ability to work well under pressure.
The estimated salary for this position is $62,000 - $82,000 per year, depending on experience.
Key Responsibilities
- To gather data from various sources and file it accordingly.
- To calculate and reconcile investment returns and transaction history.
- To identify investment return differences and work with a team to problem solve any discrepancies.
- To generate reports based on the data and information collected.
Requirements
- Detailed knowledge of Microsoft Office and Adobe software.
- Experience with InvestmentMetrics and OnContact platforms is an advantage.
- Excellent communication and organizational skills.
- Able to work well in a team environment.
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