Investment Operations Specialist
Dexian
Job Title : Investment Operations Specialist Work Location: Milwaukee, WI 53202 Duration: 12+ months Payrate $20- $22 per hour Typical types of collateral include broadly syndicated, middle market and private bank loan assets. The operational specialist works closely with internal groups to help maintain a high level of customer service. Adheres to strict business line Service Level Agreements. Will focus on the support of internal partners on a variety of client relationships. The operational specialists responsibilities include tracking pending and settled bank loan trades; provide reports to the clients on a daily, monthly and quarterly basis; and respond to internal party requests in a timely fashion. The incumbent ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity. Bachelors degree in finance or related field, or equivalent work experience One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market Thorough knowledge of bank loan operational functions, systems, and procedures Moderate credit agreement interpretation abilities and analytical skills Strong analytical, problem-solving, decision-making, and organizational skills Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment Strong interpersonal, verbal and written communication skills Proficient computer navigation skills using a variety of software packages including MS Office applications. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. #J-18808-Ljbffr
- ...processing or loan administrative activities in the syndicated loan market Preferred Skills/Experience Thorough knowledge of bank loan operational functions, systems, and procedures Moderate credit agreement interpretation abilities and analytical skills Strong analytical,...SuggestedHourly payContract 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
- ...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- ...Job Description Job Description Job Title: Investment Operations Specialist Pay Rate: $22 /hr on W2 Expected Duration: 6 Months contract with possibility of extension Location : - 1555 N RiverCenter Dr, Milwaukee, Wisconsin, United States of America, 532...SuggestedContract 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
- ...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...
- ...Milwaukee, United States | Posted on 07/01/2026 The Scopemate Operations Specialist is responsible for ensuringthe quality, accuracy, consistency, and completeness of inspection deliverablesbefore they are released to clients. This role serves as the primary qualitycontrol...
$63.7k - $83.7k
...energetic, dedicated professional to join our team in Wisconsin as an Operations Specialist. About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management....Full timeTemporary workLocal areaImmediate startFlexible hours- ...Landmark Credit Union People Operations Specialist At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities...InternshipWork at office
- ...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...Full timeLocal areaWork from home
$66.64k - $78.4k
## Process Operations SpecialistApplylocations: Milwaukee, WI: Brookfield, WItime type: Full timeposted on: Posted Todaytime left to apply... ...Accounting Team is excited to add a new **Process Operations Specialist** to their group. This role supports high-volume operational...Temporary workWork experience placementLocal 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- ...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
- A financial services firm in Milwaukee is seeking an AFAT Operations Specialist. This role involves client onboarding, managing account transactions, and preparing meeting materials while ensuring excellent client service. The ideal candidate has over 2 years of experience...
- ...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
$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- ...lives of patients and helping our healthcare partners thrive. Position Summary Under the direction of the HR Operations Manager, the Associate HR Operations Specialist will mainly support Versiti's HR4You Service Center by answering employee inquiries, processing HR...Full timeTemporary workLocal area
$95k - $120k
...Senior Investment Operations Analyst Location US-WI-Milwaukee ID 2026-1164 Position Type Full-Time Additional Locations US...Full timeWork at office$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- ...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
- # 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...
- Job Description Schedule: Monday-Friday, 8:00 AM - 5:00 PM About the Role We are seeking a detail-oriented and analytical Portfolio Analyst to join our Portfolio Management team. In this role, you will be responsible for monitoring, analyzing, and protecting...Work at officeMonday to Friday
$75k - $85k
...Milwaukee ID: 2025-1079 Position Type: Full-Time Category: Operations Overview This position is responsible for processing,... ...status, disability, sexual orientation, gender identity, or any other protected status. #J-18808-Ljbffr Allspring Global InvestmentsFull timeWork at office- ...of studio-to-street: taking the consciousness from practice on the mat and putting it into practice in life. OVERVIEW The Operations Associate is critical in the store team and is responsible for driving profitability and efficiency. The Operations Associate will...Full timePart timeWork experience placementLocal areaShift workWeekend work
- ...As an experienced Site Acquisition Specialist, you’ll play a key role in supporting our telecom infrastructure projects. This position... ..., in-office role based in Florence once the new location is operational. Employment Equity At Ledcor we believe diversity, equity, and...Full timeWork at officeRemote workWork from home
$18.5 - $26 per hour
...The School Operations Associate participates in the day-to-day management of the school office under the direction of the Operation Manager. The position works to ensure that the front office operates smoothly and presents a positive first impression of Carmen....Full timeTemporary workCasual workLocal areaFlexible hoursAfternoon shift$23k
...reporting process and responsible for maintaining and enhancing the operating effectiveness of internal controls over financial reporting... ...of major corporate events including significant contracts, investments, mergers and acquisitions, etc \n \n Technical Accounting:...Temporary workWork experience placementWork at officeFlexible hours$60k - $75k
...Michael Best is seeking a Legal Operations Coordinator to support Practice Group Managers and partner closely with Firm leadership. The Legal Operations Coordinator works closely with Practice Group Managers to support practice group operations through coordination, financial...Temporary workWork at officeLocal areaWork from homeFlexible hours- ...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...
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