Remote Investment Operations & Trade Support

African-American Credit Union Coalition; Columbus (OH); On-site; USD 72,000 - 78,000; Full time

Benefits offered by this job

Generous 401(k) matching

Quality health benefits

4 weeks PTO starting year one

Tuition reimbursement

Gym membership reimbursement

Job summary

A leading financial services provider in Columbus, Ohio, is seeking an Investment Operations Specialist to support the investment sales team. This role involves analytical and operational support, ensuring accurate trade execution, and assisting clients when needed. Ideal candidates should have a bachelor’s degree and a strong understanding of fixed income markets. Competitive compensation includes generous benefits, work-life balance, and commitment to employee development.

Qualifications

• Minimum of 3 years in investments or financial services.
• Knowledge of fixed income instruments (CDs, bonds).
• Series 7 and 63 preferred; support for licensure available.

Responsibilities

• Update daily offering sheets for investment securities.
• Deliver tailored securities offerings using market research.
• Assist in executing transactions and ensure accurate settlements.

Skills

Understanding of fixed income markets

Proficiency in Bloomberg

Proficiency in Salesforce

Excellent communication skills

Analytical skills

Education

Bachelor’s degree in business-related field

Tools

Microsoft Excel

Job description

A leading financial services provider in Columbus, Ohio, is seeking an Investment Operations Specialist to support the investment sales team. This role involves analytical and operational support, ensuring accurate trade execution, and assisting clients when needed. Ideal candidates should have a bachelor’s degree and a strong understanding of fixed income markets. Competitive compensation includes generous benefits, work-life balance, and commitment to employee development.