Investment Operations Specialist — Transaction Execution

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services provider is seeking a Transaction Execution Specialist based in New York City. This role involves managing the end-to-end execution of investment transactions including processing trades and coordinating with stakeholders. Candidates should possess a Bachelor’s degree in a related field and have strong attention to detail, organizational skills, and proficiency in Excel. The role is full-time with estimated compensation ranging from $140,000 to $185,000 annually.

Qualifications

• Strong understanding of investment transactions and operational workflows.
• Experience in transaction execution or fund operations preferred but not required.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Execute and process investment transactions including private equity and venture capital deals.
• Prepare and maintain transaction documentation and contracts.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Attention to detail

Process management

Organizational skills

Communication skills

Excel proficiency

Education

Bachelor’s degree in Finance, Economics, Accounting, Business or related field

Tools

Excel

SQL

Job description

A financial services provider is seeking a Transaction Execution Specialist based in New York City. This role involves managing the end-to-end execution of investment transactions including processing trades and coordinating with stakeholders. Candidates should possess a Bachelor’s degree in a related field and have strong attention to detail, organizational skills, and proficiency in Excel. The role is full-time with estimated compensation ranging from $140,000 to $185,000 annually.