Investment Operations Specialist
Virtual Vocations Inc
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 across several states. Key responsibilities Track deal closing status and coordinate with stakeholders to ensure timely and accurate closing and funding for investments Provide high-quality customer service by addressing account inquiries, fulfilling requests, and resolving issues Perform operational tasks and streamline workflows to enhance efficiency within the business unit Required qualifications Bachelor's Degree and 2 years of experience in Closing/Servicing/Processing, Operations Support, or a High School Diploma/GED with 6 years of relevant experience Experience in Real Estate Investments, Affordable Housing, or Community Reinvestment Act Knowledge of Community Development and familiarity with financial services related to closing and servicing
- ...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...Suggested
- ...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...SuggestedContract workWork at officeHome office
- ...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...SuggestedWork from home
- ...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...Suggested
$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...SuggestedHome office- 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
- 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...Remote job
- Liberty Mutual in Boston is seeking an Investment Operations Analyst to join its Shared Services Team. The role involves reconciling cash, custodians, positions, and transactions to ensure data integrity across investments. The successful candidate will support various...
- 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- 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...
- 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
$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- ...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...
- ...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
- 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...
- 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
$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- 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 leading insurance and financial services company in New York is seeking an Associate, Investments - ABS Operations Specialist. This pivotal role involves managing the operational needs of private Asset-Backed Securities transactions, ensuring compliance and effective...
- 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, resolving customer inquiries, and ensuring compliance with policies. Ideal candidates will...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
- MY Wealth Planers in San Antonio, TX, seeks an Investment Operations professional to manage daily operations and ensure compliance. The role involves executing trades, handling client onboarding, and utilizing custodial platforms like Schwab and Fidelity. The ideal candidate...
- Pyramid Consulting is seeking an Investment Operations Specialist/Banker/Teller for a 12+ month contract in Cincinnati, OH. This hybrid position offers the potential for long-term growth. The successful candidate will ensure timely processing of account openings, validate...Contract work
- 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...
$72k - $78k
...you a detail‑oriented professional with a passion for financial markets and client service? Corporate One is seeking an Investment Operations Specialist to support our investment sales team by delivering primarily analytical and operational support, with occasional...Work at officeRemote work$55k
Invst, an SEC-registered investment advisory firm based in Indianapolis, is looking for an Operations Specialist to support investment service operations. You'll handle critical transactions, manage billing procedures, and ensure seamless client onboarding. The ideal candidate...- ...Investment Operations Specialist Our client in Milwaukee, WI is seeking an Investment Operations Specialist. This will be a hybrid position 1-year contract. Assists team in executing on solutions that meet the complex needs of sophisticated practices, advisors,...Contract work
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