Junior/Senior Investment Operations Associate

eTeam

Indianapolis (IN)

Hybrid

USD 50,000 - 70,000

Full time

14 days+

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Job summary

A financial services organization in Indianapolis is seeking a Junior/Senior Investment Operations Associate for a 6-month contract. This role involves processing transactions, reconciling accounts, and generating reports while ensuring efficient problem resolution. Candidates should possess strong analytical skills, a Bachelor's degree in a related field, and preferred experience with fixed income and derivative securities. The position will offer a hybrid work schedule after initial onsite training.

Qualifications

Must possess strong analytical skills and be self-motivated.
Requires effective written and oral communication skills.
Experience with fixed income and derivative securities is preferred.

Responsibilities

Support resolution of complex investment accounting problems.
Assist with administration of portfolio accounting system.
Prepare management reports and analyses.

Skills

Analytical skills

Multi-tasking

Team collaboration

Interpersonal skills

Process improvement involvement

Education

Bachelor’s degree in Accounting, Finance, or related degree

Tools

Excel

Portfolio accounting systems

Job description

Overview

Job Title: Junior/Senior Investment Operations Associate

Location: Indianapolis, IN 46204

Job Duration: 6 months contract

Parker is in the Client Tower Parking Garage and is paid for by company. Laptop provided. Training will be completed onsite then hybrid schedule 3 days in office 2 days WFH per week.

Job Summary: We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for processing account transactions and reconciliations, generating reports, and acting as liaison for internal and external contacts. This position will also support day-to-day resolution of complex problems and be involved in process improvement projects. Additional responsibilities and projects will be assigned commensurate with demonstrated competency of previous assignments.

Essential Duties And Responsibilities

Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes.
Assists with administration of portfolio accounting system.
Interprets and analyzes information and prepares reports for management.
Resolves issues quickly with a sense of urgency.
Leads small to medium sized projects with varied levels of complexity.
Identifies opportunities in processes and recommends improvements.
Manages and builds relationships as both internal and external liaison.
Balances conflicting resource and priority demands.
Performs other duties and responsibilities as assigned.

Qualifications

Possess strong analytical skills
Ability to multi-task
Self-motivated, with natural curiosity
Works well in a team environment
Exhibits excellent interpersonal skills
Involvement in process improvement projects
Experience with fixed income securities (preferred)
Experience with derivative securities (preferred)
Experience with non-USD securities (preferred)
Familiarity with SWIFT (preferred)

Knowledge, Skills and Abilities

Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
Portfolio accounting systems and databases.
Strong Excel skills.
Effective written and oral communication.
Ethical conduct and integrity in all activities.
Prepare analyses and information reports for management.
Analyze problems and develop creative solutions.
Handle stressful situations and provide high level of customer service in a calm and professional manner.
Provide efficient service to internal and external clients.
Collaborate and work in a team environment; foster cooperative work across functional areas.
Attend to detail while maintaining a big-picture orientation.

Education

Minimum of a Bachelor’s degree in Accounting, Finance, or related degree and three (3) years of relevant experience or combination of education, training and experience.

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