Investment Operations Specialist

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, 53212

This position is 100% onsite.

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. 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.

Basic Qualifications

- Bachelor’s 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

Preferred Skills/Experience

- 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 Microsoft Office applications

- Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred

\nCompany Description

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

Company Description

About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.