Hybrid Investment Operations Specialist

PTMA Financial Solutions; Naperville (IL); Hybrid; USD 50,000 - 60,000; Full time

Job summary

PTMA Financial Solutions in Naperville, IL is seeking an Investment Operations Specialist to manage middle-office money movement across investment and banking platforms. The role centers on transferring funds via Fed-Wire wires and ACH, including currency transactions.

You'll work hybrid (in-office Tue/Wed/Thu; remote Mon/Fri) with a focus on accuracy, compliance, and timely processing, while coordinating with advisors and internal teams to ensure smooth operations.

Qualifications

• Must be proficient in Outlook and Excel.
• Strong oral and written communication skills.
• Ability to work closely in a team environment.
• Ability to evaluate problems as they occur daily and resolve them in cooperation with co-workers.

Responsibilities

• Provide middle office money movement across investment and banking platforms.
• Initiate transfers via wire and ACH, including foreign currency transactions.
• Read emails and determine actions; update systems and notify advisors.
• Balance assigned funds daily; input repetitive transfer instructions.
• Assist in process improvement and respond to inquiries from supervisors and clients.

Skills

Outlook

Excel

Teamwork

Communication

Attention to detail

Job description

PTMA Financial Solutions in Naperville, IL is seeking an Investment Operations Specialist to manage middle-office money movement across investment and banking platforms. The role centers on transferring funds via Fed-Wire wires and ACH, including currency transactions.

You'll work hybrid (in-office Tue/Wed/Thu; remote Mon/Fri) with a focus on accuracy, compliance, and timely processing, while coordinating with advisors and internal teams to ensure smooth operations.