Investment Transaction Operations Specialist

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

Job summary

A leading financial services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with transaction execution, documentation, and compliance. Responsibilities include monitoring workflows, preparing reports, and collaborating with stakeholders. Candidates should possess a bachelor's degree and strong organizational skills. Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation ranging from $140,000 to $185,000.

Qualifications

• Strong understanding of investment transactions and operational workflows.
• Experience or coursework in transaction support or fund operations preferred.
• Ability to work in fast-paced environments.

Responsibilities

• Support the execution of investment transactions.
• Prepare and maintain transaction documentation.
• Coordinate with internal teams and service providers.
• Monitor transaction timelines and deliverables.
• Assist with post-closing reconciliations and reporting.

Skills

Attention to detail

Organizational skills

Clear written communication

Verbal communication skills

Proficiency in Excel

Education

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

Tools

SQL

Databases

Workflow management tools

Job description

A leading financial services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with transaction execution, documentation, and compliance. Responsibilities include monitoring workflows, preparing reports, and collaborating with stakeholders. Candidates should possess a bachelor's degree and strong organizational skills. Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation ranging from $140,000 to $185,000.