Investment Operations Specialist

BCforward; Harrisburg (Dauphin County); Híbrido; USD 28.000 - 31.000; Jornada completa

Descripción de la vacante

BCforward is seeking an Investment Operations Specialist in Harrisburg, PA. The hybrid role (60% in-office) supports LGIP and cash management operations, requiring strong financial administration experience, strict attention to detail, and the ability to reconcile accounts and process client transactions.

Responsibilities include reviewing bank reports, reconciling discrepancies, handling client forms, monitoring wires, and maintaining records.

Formación

• Undergraduate degree in a business-related field or equivalent work experience.
• Background in financial administration, filing, clerical work, and data entry or tracking.
• Strong attention to detail with ability to work independently and manage multiple priorities.
• Proficiency with MS Office and adaptable to learning various computer systems.

Responsabilidades

• Retrieve external bank reports for intradepartmental LGIP operational use.
• Review and reconcile internal and external reporting, elevate discrepancies per compliance policies.
• Process client transactions per client form requests and TERM files.
• Monitor and reconcile same-day wire activity.
• Maintain client contact and account information in internal recordkeeping systems.
• Open and close accounts based on client direction.
• Respond to client audit confirmation requests and support quarterly/annual internal audits.
• Apply working knowledge of daily operational requirements, policies, and procedures of the PFMAM LGIP Research Team.
• Research and resolve ledger discrepancies identified during reconciliation with support or review by a Research Analyst 2 or Lead.
• Respond to intradepartmental inquiries professionally and on time, resolving time-sensitive issues to minimize shareholder and company impact.
• Assist with projects and initiatives to improve team performance and efficiency.
• Train, assist with workload, and review work products of Research Analyst Admins as needed.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement aligned to ISO 9001 certification.

Conocimientos

Financial administration

Attention to detail

MS Office

Independent work

Educación

Undergraduate degree in business-related field

Herramientas

Fund services apps

Data entry systems

Descripción del empleo

Job Title: Investment Operations SpecialistLocation: Harrisburg, PA (Hybrid, 60% in-office)Duration: Contract - 6 monthsPay Range: $20 to $22.55/hr (W2)Job ID: 411276

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking an Investment Operations Specialist to support Public Financial Management Asset Management (PFMAM) operations for Local Government Investment Pools (LGIPs) and related cash management solutions. The ideal candidate will demonstrate strong attention to detail, independence, and financial administration experience, with the ability to reconcile accounts, process client transactions, and resolve discrepancies while adhering to compliance policies.

Responsibilities

• Retrieve external bank reports for intradepartmental LGIP operational use.
• Review and reconcile previous and current day internal and external reporting, elevate discrepancies per compliance policies.
• Accurately process client transactions per client form requests and TERM files.
• Monitor and reconcile same-day wire activity.
• Maintain client contact and account information in internal recordkeeping systems.
• Open and close accounts based on client direction.
• Respond to client audit confirmation requests and support quarterly/annual internal audits.
• Apply working knowledge of daily operational requirements, policies, and procedures of the PFMAM LGIP Research Team.
• Research and resolve ledger discrepancies identified during reconciliation with support or review by a Research Analyst 2 or Lead.
• Respond to intradepartmental inquiries professionally and on time, resolving time-sensitive issues to minimize shareholder and company impact.
• Assist with projects and initiatives to improve team performance and efficiency.
• Train, assist with workload, and review work products of Research Analyst Admins as needed.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement aligned to ISO 9001 certification.

Required Skills & Qualifications

• Undergraduate degree in a business-related field or equivalent work experience.
• Background in financial administration, filing, clerical work, and data entry or tracking.
• Strong attention to detail with ability to work independently and manage multiple priorities.
• Proficiency with MS Office and adaptable to learning various computer systems.

Preferred Skills

• Minimum 1 year as a Research Admin or similar investment operations role.
• Effective verbal and written communication skills with strong reading comprehension and reasoning.
• Ability to meet quick turnaround demands in a dynamic environment with minimal supervision.
• Experience with U.S. Bank Global Fund Services account management recordkeeping applications.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

Additional Details

Schedule: 7:00 a.m. - 4:00 p.m. Hybrid role with 60% in-office presence. FTE conversion is preferred but not guaranteed due to budget and timing. Open to past contractors with similar roles at the bank.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.