Financial Operations Specialist

4 days ago


Chicago, Illinois, United States Career Group Full time
About the Role

We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth processing of financial transactions and maintaining accurate records.

Key Responsibilities
  • Oversee and ensure accurate reporting of investor transactions related to private equity or hedge fund investments.
  • Review and address trade waiver and correction requests from sales teams.
  • Manage the settlement of investor trades and coordinate with external vendors, including fund administrators and transfer agents.
  • Handle and resolve product servicing issues and discrepancies, driving improvements in processes and controls.
  • Implement and monitor process enhancements to optimize operational efficiency and internal controls.
  • Lead special projects and contribute to overall service quality and operational excellence.
  • Monitor and validate investor transaction data, ensuring timely and accurate reporting.
  • Facilitate trade settlements and manage relationships with key external partners.
  • Identify and resolve issues related to product servicing and transactions.
  • Drive process improvements and enhancements to internal controls.
  • Take on additional projects as needed to support operational goals.
Qualifications
  • Bachelor's degree required.
  • 1-3 years of relevant experience in financial services, particularly within alternative investments.
  • Strong organizational and multitasking skills.
  • Excellent problem-solving abilities and proactive approach.
  • Effective communication skills and a team-oriented attitude.
  • Experience with alternative investment products and industry practices.
  • Proven track record of process improvement and operational efficiency.
About Us

Join a leading firm renowned for its innovative financial solutions and commitment to operational excellence. As a Financial Operations Specialist, you will play a key role in ensuring smooth transaction processing and enhancing overall client satisfaction.



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