Investment Operations Specialist - Hybrid (Remote/Onsite)

ptmacareers; Naperville (IL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

PTMA Financial Solutions in Naperville, IL, is seeking an Investment Operations Specialist to handle middle office money movement across multiple platforms. The role focuses on transferring funds via Fed-Wire and ACH, including foreign currency transactions, and maintaining daily balances.

You will work on a hybrid schedule (in-office Tue–Thu; remote Mon & Fri) and collaborate with investment operations colleagues to ensure accurate and timely processing.

Qualifications

• Must be proficient in Outlook and Excel.
• Ability to work closely in a team environment.
• Strong problem-solving and communication skills.
• Ability to prioritize multiple tasks in a fast-paced setting.

Responsibilities

• Provide middle office money movement across investment and banking platforms.
• Initiate transfers via Fed-Wire or ACH, including foreign currency transactions.
• Balance assigned funds daily and input transfer instructions.
• Read emails and determine appropriate actions, update systems, and notify advisors.

Skills

Outlook

Excel

Teamwork

Communication

Problem solving

Prioritization

Attention to detail

Deadline oriented

Job description

PTMA Financial Solutions in Naperville, IL, is seeking an Investment Operations Specialist to handle middle office money movement across multiple platforms. The role focuses on transferring funds via Fed-Wire and ACH, including foreign currency transactions, and maintaining daily balances.

You will work on a hybrid schedule (in-office Tue–Thu; remote Mon & Fri) and collaborate with investment operations colleagues to ensure accurate and timely processing.