Investment Operations Specialist

2 weeks ago


Hartford, Connecticut, United States IPS, LLC Full time
Job Overview

Position Title: Investment Operations Specialist

Position Summary:

This is a full-time role within an institutional investment consulting firm.

Key Responsibilities:

  • Collect data from various sources, including custody banks and investment firms, through direct communication and secure online platforms.
  • Organize and input data into our reporting software accurately.
  • Calculate and reconcile investment returns along with transaction histories.
  • Identify discrepancies in investment returns and collaborate with the team to resolve issues.
  • Produce reports based on the gathered data, customizing sections as necessary for portfolio recommendations and compliance considerations.
  • Engage in additional project-based tasks as assigned.

Required Skills:

The ideal candidate should be detail-oriented with strong multitasking abilities. Excellent communication and organizational skills are essential, as is the ability to maintain a professional demeanor in all interactions. A solid work ethic and the ability to thrive in a team-oriented environment are crucial. The workflow may fluctuate based on client schedules, production cycles, and market conditions.

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) and Adobe is required. Familiarity with InvestmentMetrics and OnContact is advantageous.

Benefits:

  • Comprehensive Medical and Hospitalization Coverage
  • Dental Insurance
  • Life Insurance (equivalent to two times salary, up to a maximum of $125,000)
  • Short-Term and Long-Term Disability Insurance

The company covers all individual employee benefits listed above. Dependent coverage may be available through payroll deductions.

  • Paid Holidays
  • Paid Vacation based on tenure
  • 401(k) Plan eligibility after six months of service

IPS, LLC is an equal opportunity employer, committed to a policy of non-discrimination in evaluating qualifications, regardless of race, religion, age, gender, disability, or national origin.



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