Hybrid Contract: Investment Operations Specialist

Pyramid Consulting, Inc; Harrisburg (Dauphin County); Hybrid; USD 28,000 - 31,000; Full time

Job summary

Pyramid Consulting, Inc. seeks an Investment Operations Specialist for a Harrisburg, PA hybrid contract role. You will support back-office processes for Investors, including data entry, file handling, and reconciliations across banking platforms.

The ideal candidate has 1+ years in asset management or banking operations, strong Excel/Access skills, and a proactive, deadline-driven mindset to process cash flows, trades, and CD activities.

Qualifications

• Back-office and banking operations experience is required or highly preferred.
• Strong Excel, Outlook, Access abilities and VBA knowledge are expected.
• Bachelor’s degree in finance, economics, accounting or related field preferred.

Responsibilities

• Facilitates back-office/operational processes for Investors.
• Download bank reports and files from banking platforms.
• Enter transactions into internal accounting systems and reconcile data.
• Work with broker dealers and banks to maintain CD program and resolve disputes.
• Transmit batch wire and ACH files to cash management banks.
• Upload cash flows, trades, and CD/TERM rates; process checks and deposits.
• Resolve discrepancies between accounting systems and bank records.

Skills

Backoffice operations

Banking operations

Microsoft Excel

Microsoft Outlook

Microsoft Access

VBA

Data analysis

Education

Associate’s or Bachelor’s degree in finance, economics, accounting

Tools

MS Access

Banking platforms

Job description

Pyramid Consulting, Inc. seeks an Investment Operations Specialist for a Harrisburg, PA hybrid contract role. You will support back-office processes for Investors, including data entry, file handling, and reconciliations across banking platforms.

The ideal candidate has 1+ years in asset management or banking operations, strong Excel/Access skills, and a proactive, deadline-driven mindset to process cash flows, trades, and CD activities.