Investment Operations Specialist
BCforward
Job Title: Investment Operations Specialist Location: (City, State) Duration: Contract - 6 months Pay Rate: 22.55 /hr (W2) Job ID: 407082 About BCforward BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity. Job Description We are seeking an Investment Operations Specialist to join our Global Fund Custody Group within Fund Services. This role is 100% onsite and supports internal partners across a range of client relationships in the syndicated and private bank loan markets. The ideal candidate will have strong experience in bank loan processing and operational oversight and a proven ability to ensure accurate, timely trade booking, reconciliation, and reporting under strict Service Level Agreements. Responsibilities: Track pending and settled bank loan trades for broadly syndicated, middle market, and private bank loan assets. Prepare and deliver daily, monthly, and quarterly client reports with a focus on accuracy and timeliness. Perform booking and reconciliation of account activity to ensure 100% data accuracy. Research and resolve operational and accounting exceptions, including complex items requiring extensive review. Interface with Investment teams and internal stakeholders to resolve issues and maintain efficient service. Verify account entries, balance totals, and prepare correcting adjustments as needed. Ensure documentation requirements are satisfied and audit-ready. Respond to inquiries from customers, brokers, and internal employees in a timely manner. Required Skills & Qualifications: Bachelor's degree in finance or related field, or equivalent work experience. 1+ years in bank loan processing or loan administration within the syndicated loan market. Ability to communicate effectively via email and in writing. Strong analytical skills with attention to detail and problem-solving capability. Ability to multi-task and meet deadlines in a dynamic team environment. Proficiency with Microsoft Office, including Excel. Preferred Skills: Knowledge of bank loan operational functions, systems, and procedures. Ability to interpret credit agreements and apply analytical judgment. Experience with Wallstreet Office, SEI, Solvas, or CDO Suite. Strong interpersonal and verbal communication skills; prior client-facing experience is a plus. Why BCforward? At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to: Competitive compensation and benefits. Opportunities for growth with global clients. A supportive, inclusive culture that values innovation and people. Exposure to cutting-edge technologies and projects. About Our Commitment BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status. Interested? Apply Now! If this sounds like the right opportunity for you, please apply with your most recent resume.
- ...Job Title: Investment Operations Specialist Location: Milwaukee, WI 53202 (Onsite) Duration: 6-Month Contract Full-Time Conversion Possible The Global Fund Custody Group (GFC) is a division within Fund Services. Typical types of collateral include broadly...SuggestedFull timeContract workWork experience placementWork at office
- Loan Processor Opportunity If you have a year of loan processing experience and feel ready to advance your skills and knowledge, we want to meet you! Randstad is supporting a financial firm who is hiring on their Global Fund Customer Group. Private credit and syndicated...Suggested
- ...Qualifications: Thorough knowledge of bank loan operational functions, systems, and procedures... ...bank loan assets. The operational specialist works closely with internal groups to help... ...duties within an assigned area of Investment Operations. Researches and resolves operational...SuggestedWork experience placementWork at office
- ...Responsibilities Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist.Summary:The Global Fund Custody Group (GFC) is a division within Fund Services. Typical types of collateral include broadly syndicated, middle market and private...SuggestedHourly payContract workWork experience placementWork at office
$22.55 per hour
...- $22.56 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities Trade Tracking & Operations: Monitor and track pending and settled bank loan trades to ensure seamless execution. Reporting: Generate and deliver accurate...SuggestedHourly payPermanent employmentTemporary workWork experience placementWork at officeShift work$21 per hour
Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist. Summary: The Global Fund Custody Group (GFC) is a division within Fund Services. Typical types of collateral include broadly syndicated, middle market and private bank loan assets...Contract workWork experience placementWork at office- ...Job Description Job Description Accounting & Investment Operations Specialist Launch your career in accounting, finance, and investment operations. Are you a recent graduate or early-career professional looking for an opportunity to gain broad exposure...Full timePart timeInternshipWork at office
$55.5k - $72.1k
...The opportunity Delaware North Sportservice is hiring a Technology Operations Specialist to join our team at American Family Field in Milwaukee, Wisconsin. As a Technology Operations Specialist, you will analyze and support computer operations by controlling production...Work at officeShift workWeekend workAfternoon shift- ...Trusted Fraternal Life in Milwaukee, WI is seeking an Accounting Specialist to perform daily accounting functions including general ledger reconciliations and financial reporting. The ideal candidate will have a solid background in accounting, exceptional communication...
$26 - $27 per hour
...Operations Specialist (Temporary) – Part-Time Contract – HybridOur client is seeking a highly organized and detail-oriented Operations Specialist to provide temporary coverage during a planned employee leave from July 2026 through January 2027. This part-time role will...Full timeContract workTemporary workPart timeWork at officeRemote work$61.4k - $78.29k
JOB RESPONSIBILITIES Direct daily space planning and utilization activities across ambulatory sites in collaboration with operational and clinical leadership, ensuring alignment with organizational priorities. Identify and implement opportunities for improving cost and...Full timeWork experience placementShift work- ...support grant applications. The role liaises with clinical, business, and billing staff to ensure accurate documentation and efficient operations. You will handle meeting minutes, calendars, patient records, and referrals, while providing general administrative support, data...
- ...best in class clinical resources for training, education, and point of care support. How you make a difference The Clinical Operations Specialist is a Registered Professional Nurse with advanced expertise in correctional nursing and administration of nurse services. The...Local area
$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...Hourly payContract workFor contractorsWork experience placementRemote work- ...this role is to provide comprehensive administrative and operational support to the insurance business unit, the Product... ...countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.We’re all about people | We...Full timeLocal areaWork from home
$75k - $85k
...Location: US-WI-Milwaukee ID: 2025-1079 Position Type: Full-Time Category: Operations Overview This position is responsible for processing, mitigating risk and resolving questions related to Corporate Actions. We currently operate in a hybrid working model, whereby you...Full timeWork at office- What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists...Full timeLocal area
$70k - $85k
...Overview Allspring Global Investments is looking for a portfolio accountant to join our Portfolio Accounting team. The candidate... ...of 2 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities. A track...Work at office- ...financial, mental, physical, and emotional. We continuously invest in our people and empower them to pursue their passions at work... ...is where you belong.SUMMARY OF POSITION:The Warehouse Operations Specialist plays a critical role in supporting the New Berlin and West...Full timeWork from homeShift work3 days per week
$20 per hour
...your skills in a culture that will welcome your unique contributions? If so, let's start the conversation. The Warehouse Operations Specialist serves customers by maintaining and processing physical assets stored in our warehouse. These vital team members process incoming...Hourly payPermanent employmentMonday to Friday- ...You'll Do Own customer-facing communications across the full customer lifecycle, from onboarding through ongoing payment operations. Manage KYB and KYC document collection, application tracking. Follow up proactively on stalled or incomplete applications....Remote work
$85k - $100k
...Milwaukee, WI or Indianapolis, IN. This hybrid role requires working in‑office 4 days per week. Overview Join our dynamic team as an Investment Analyst. This full‑time role offers deep exposure to investment research, portfolio construction and client strategy within a...Full timeWork at office$95k - $120k
...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization. This role involves strategic oversight of data sourcing,...Work at office- # Investment AnalystHammes PartnersAnalystReal EstateFull-timeLocationMilwaukee, United StatesDate PostedJune 16, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Real Estate / Analyst jobs in Milwaukee, United States" are published...
$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth...Full timeWork experience placementCurrently hiringWork visaNight shift- ...CFA Institute in Milwaukee is looking for an Analyst in Investment Banking. In this role, you will assist the team with financial models for acquisitions and perform industry analysis. Your strong analytical, research and interpersonal skills will contribute to your success...
- ...and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom. Primary Function The Commercial...Full timeTemporary workWork at officeLocal areaWorldwide
$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your...Full timeWork experience placementCurrently hiringWork visaNight shift- ...while delivering outstanding customer service. The role includes leading on‑duty responsibilities and supporting daily front-end operations. You will count, receive, and organize inventory, ensuring accurate on‑hand balances and compliant pricing. This position requires...
$29.23 - $38.94 per hour
Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...Temporary workWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations Specialist. Be the first to apply!
- provider operations coordinator Milwaukee, WI
- bank operations specialist Milwaukee, WI
- aviation operations specialist Milwaukee, WI
- field operations specialist Milwaukee, WI
- flight operations specialist Milwaukee, WI
- operations management specialist Milwaukee, WI
- people operations specialist Milwaukee, WI
- systems operations specialist Milwaukee, WI
- program operations specialist Milwaukee, WI
- operations consultant Milwaukee, WI



