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

Investment Operations Specialist

12+months contract opportunity with long-term potential and is located in Harrisburg, PA (Hybrid).

Job ID:26-33024

Pay Range: $20 - $22.55/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Facilitates various back-office/operational processes for Investors such as:
• Download bank reports and files from banking platforms
• Upload files of various types to internal shareholder systems
• Enter transactions into internal accounting systems
• Work with broker dealers and individual banks to maintain CD program and resolve disputes
• Transmit batch wire and ACH files to cash management banks
• Upload cash flows and trades
• Process orders for checks and deposit tickets
• Process CD/TERM rates and transactions
• Reconcile Lockbox Image and Check Item files
• Process stop payments and fraud cases via banking partners
• Resolve transaction discrepancies between accounting systems and bank record, ensuring prompt and accurate resolutions
• Working with banking institutions to resolve transaction issues
• Participate in organizational projects that involve the Processing team

Key Requirements and Technology Experience:

• Must have skills: - Backoffice operations, Banking operations and Microsoft Excel.
• Previous banking experience highly preferred
• Experience with excel and access databases preferred (used to process banking transactions)
• Associate’s or Bachelor’s degree in finance, economics, accounting, or a related field preferred
• 1+ years of experience in the asset management/ financial services / banking industries with specific experience in bank operations and data analyst preferred
• Advanced experience with Microsoft Outlook, Excel, and Access
• Advanced experience with Visual Basics for Application (VBA) knowledge preferred
• Excellent written and spoken communication skills
• Takes initiatives to handling shifting priorities and staff shortages
• Ability to analyze and organize data
• Ability to follow procedures and update procedures when necessary
• Able to quickly learn complex concepts and seamlessly manage multiple priorities
• Ability to work well under deadline pressure - THIS POSITION CAN BE EXTREMELY DEADLINE ORIENTED
• Banking operations, MS Excel and Transaction Processing

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.