Remote Investment Operations Specialist
First Citizens Bank
- Remote job
First Citizens Bank is looking for a Specialist Lead to support the Community Development Finance team in Los Angeles. This remote position involves responsibilities such as managing investment closings, ensuring compliance, and providing quality customer service. The ideal candidate will possess a Bachelor's Degree along with 2 years of relevant experience or a High School Diploma with 6 years in the field. The position offers competitive compensation and an extensive benefits package. #J-18808-Ljbffr First Citizens Bank
- ...Supporting the Community Development Finance investment closing and servicing team, the remote Investment Operations Specialist will manage operational tasks, ensure timely deal closings, and maintain high customer service standards while building relationships with clients...Remote work
$79.39k - $100k
...Bank in Portland, Oregon, is looking for a Specialist Lead to support the Community Development Finance team in investment closing and servicing. The role involves tracking... ...customer service while maintaining high operational standards. Qualified candidates should have...Remote job- First Citizens Bank is looking for a Specialist Lead to provide operational support for the Community Development Finance investment closing and servicing team. This remote position requires expertise in closing, servicing, and operational support. The candidate must hold...Remote job
- First Citizens Bank is looking for a Specialist Lead to provide operational support for the Community Development Finance investment team. The role involves tracking investments,... ...experience in the field. The position is remote but can only hire in specific U.S. states...Remote job
- ...retirement plans. We provide tailored investment management, financial planning, trust... ...Nashville. Job Summary The Investment Operations Specialist works with and supports the Operations... ...hybrid work environment (combination of remote and in-office) Ability to maintain...Remote workFull timePart timeWork at office
- ...hiring a Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction processing... ...The position offers a hybrid work model, combining office and remote days, and includes benefits such as generous PTO and wellness programs...Remote workWork at office
$65k - $80k
Summary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating... ...a.m. to 5 p.m. Some flexibility in hours and remote work is allowed based on management’s...Remote workFull timeTemporary workWork at officeImmediate startMonday to Friday$72k - $78k
...markets and client service? Corporate One is seeking an Investment Operations Specialist to support our investment sales team by delivering primarily... ...and analytical skills Ability to work independently and remotely with minimal supervision Experience in B2B sales or...Remote workWork at office- ...The Investment Operations Specialist will be responsible for all operational aspects of employee savings plan asset management. Responsibilities: Manage trust and custody activities with external, savings plan record keepers Prepare performance reporting...
- ...Overview Position : Investment Operations Specialist Compensation : Base salary + bonuses + benefits Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients...Work from home
- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing high‑quality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare...Contract workWork at officeHome office
- ...Investment Operations Specialist Job Overview: The Investment Operations Specialist will provide technical advice and capacity development to member countries in designing, implementing, and evaluating investment operations that promote sustainable, inclusive, and resilient...
$80k - $90k
..., comprehensive financial planning and investment services. Our team-oriented environment... ...oriented, and business-savvy Investment Operations Associate to support our expanding... ...experience. Overview The Investment Operations Specialist plays a critical role in supporting the...Home office- ...steps. Our partner is looking for a Sr. Revenue Systems and Operations Specialist based in United States. This role sits at the intersection... ...aligned with experience and responsibilities. Flexible remote work environment across the United States. Opportunity to...Remote jobFull timeFlexible hours
$65 per hour
Sr. Investment Operations Specialist ($65/hr) Title: “Investment Operations Senior Specialist” Locations: Austin, TX or Newport Beach, CA or New York, NY Rate: $65/hr Overview: We are seeking a Senior Associate/Specialist to join the Investment Operations (IO) team. Our...Work at officeFlexible hoursShift work- Overview We are seeking an Investment Operations Specialist to join our client's growing team. This position is hybrid in Boston, MA. Responsibilities Processand reconcilesecurities trades across accounting and order management systems to ensure accurate and timely settlement...Work at officeLocal area
- ...Teachers Retirement System of Ohio is seeking a Securities Operations Specialist I or II responsible for executing securities transactions within... ...in processing and researching corporate actions, daily investment transactions, and coordinating with brokers. This position...
- Morgan Stanley in New York is seeking a Team Specialist at Director level in their Investment Management Operations group. This role supports equity, fixed income, and ETF businesses, providing key middle-office services. The ideal candidate will have over 7 years of Investment...Work at office
- A financial services company is seeking an Investment Operations Specialist to join their growing team in Boston, MA. The role is hybrid and involves processing securities trades, monitoring trade discrepancies, and coordinating cash flows. Candidates should have a Bachelor...
- ...Office Associate responsible for supporting Trust Officers with operational activities, including onboarding, account maintenance, and... ...adaptability in a dynamic environment. The role demands proficiency in investment operations and a commitment to maintaining compliance with...Work at office
- ...partnered with a leading wealth management firm to hire a Operations Processing Specialist . This is a direct-hire opportunity with one of the... ...term growth. Hybrid Schedule: 4 days onsite, 1 day remote. Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts)...Remote workWork at officeShift work
- Meketa Investment Group in Westwood, MA is seeking an Investment Operations Associate to manage trade execution, investment monitoring, and documentation for clients. Responsibilities include executing trade activities, reconciling portfolio valuations, and maintaining...Work at office
- Insight Global is seeking an Investment Operations Specialist in Chicago, IL. This role involves supporting Domestic Trust Operations with a focus on cash processing and asset movement. You will execute operational workflows, coordinate with internal teams, and maintain...
- A financial planning firm in Austin, TX, is seeking an Investment Operations Associate to support trading and operational excellence. This full-time role offers significant professional development opportunities. The ideal candidate will have a Bachelor’s degree in a relevant...Full time
- A financial services firm based in Miami is seeking an Investment Operations Associate to support day-to-day investment and portfolio management activities. The ideal candidate will have 3-5 years of experience in financial analysis or related fields, possess strong analytical...
- The Investment Operations Specialist serves as an essential member of our client's investment management team, supporting daily operations and client service. Reporting to senior operations and compliance leaders, the role is responsible for managing critical tasks, including...Work at office
- Midwest Trust Company in Overland Park seeks a Middle Office Associate to support Trust Officers with investment operations and client transactions. Responsibilities include onboarding new accounts, asset transfers, and reconciliation activities. The ideal candidate should...Work at office
$77.4k - $100.6k
Cambridge Associates LLC is seeking a qualified individual for a key role in investment operations within their Boston office. This position involves preparing subscription and redemption documentation, supporting transactions, and maintaining accurate client account records...Work at office- ...Investment Specialist page is loaded## Investment Specialistlocations: Remotetime type: Full timeposted on: Posted Todayjob requisition id: JR... ...Investment Specialist****Risk & Regulatory Consulting, LLC (RRC)****Remote—USA location****Open to Full-time or Part-time applicants***...Remote workFull timePart timeWork experience placementInternshipLocal areaFlexible hours
- Atlantic Group is seeking an Investment Operations Associate in Boston, MA, to support various investment operations tasks including trade execution and treasury management. Candidates should have a Bachelor’s degree and 1-3 years of relevant experience in investment operations...
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