Investment Operations Specialist

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Job description

Investment Operations Specialist

BCforward is currently seeking a highly motivated Investment Operations Specialist for an opportunity in Harrisburg, PA!

Position Title: Investment Operations Specialist

Location: Harrisburg, PA 17101

Anticipated Start Date: 10/28/2024.

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 3 Months

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:

1. Experience in asset management/ financial services / banking industries with specific experience in bank operations and data analyst preferred
2. Advanced experience with Microsoft Outlook, Excel, and Access
3. Advanced experience with Visual Basics for Application (VBA) knowledge preferred
4. Excellent written and spoken communication skills
5. Takes initiatives to handling shifting priorities and staff shortages
6. Ability to analyze and organize data
7. Ability to follow procedures and update procedures when necessary
8. Able to quickly learn complex concepts and seamlessly manage multiple priorities

Job Description:

• Resolve transaction discrepancies between accounting systems and bank record, ensuring prompt and accurate resolutions
• Troubleshoot technical/procedural issues relating to the Processing Analyst responsibilities
• Working with banking institutions to resolve transaction issues
• Set up and maintain bank accounts for cash management services
• Participate in organizational projects that involve the Processing team
• Create and participate in presentations and/or training for GFS, CSG, and other USB groups
• Review CD Interest Check Deposit processing

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.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 230215 when responding to this ad.

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