Investment Operations Specialist
1 week ago
BCforward is seeking a highly motivated Investment Operations Specialist to join our team in Milwaukee, WI.
Job SummaryWe are looking for a detail-oriented and effective communicator to support our business lines and clients with open-ended mutual fund and money market trades.
Key Responsibilities- Place and confirm trades on behalf of supported business lines and clients
- Communicate timely and effectively with trust administration, investment officers, trade services, and other departments
- Establish and maintain strong working relationships with mutual fund representatives and service providers
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- Bachelor's Degree or at least 2 years of operations experience
- Attention to detail and effective communication skills
- MS Excel proficiency and sense of urgency
Please send your resume in Word format, referencing job code when responding to this ad.
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