Adecco Job - 43887060 | CareerArc
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Company: Adecco
Location: Milwaukee, WI
Career Level: Associate
Industries: Recruitment Agency, Staffing, Job Board


Investment Operations Senior Specialist


Looking for your next career move in the Financial Services arena?  We are hiring for an Investment Operations Senior Specialist with a leading company in the financial services industry located in Milwaukee, WI. If you are interested in this role and meet the requirements, Apply today!


Primary Duties and Responsibilities
? Ensure accurate and efficient execution for transactions in all asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic, fixed income, common stock, derivatives, foreign, private placements, real estate equity and mortgage loans.
? Work with bank representatives, brokers, traders and front office to settle trades efficiently.
? Respond to inquiries regarding investment holdings and activity.
? Maintain investment data for more complex security types in various systems, conduct reconciliations and work closely with Managed Investment's business partners.
? Assure timely and accurate investment positions, commitment updating and critical attributive investment data.
? Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard and moderately complex problems.
? When requested by business partners, conduct in-depth analysis regarding investment holdings, trading activity, and other investment initiatives.
? Train new staff members and may serve as a technical expert on assigned investments and related procedures.
? Stay informed of industry changes and developments that affect processing procedures.
? Assist with developing and implementing business process improvements, new initiatives, procedures, and workflows. Participate in system enhancements, projects and upgrades. May take leadership role in certain areas of expertise.
? Interpretation and analysis of legal documents to ensure adherence to contractual terms and amendments.

? Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.
? Three or more years of related, investment operations experience preferred.
? Requires knowledge, experience and skill across a variety of investment asset and transaction types.
? Previous experience with investment operational and accounting systems.
? Strong verbal and written communication skills.
? Strong problem-solving skills and analytical ability.

Does this all sound good to you? If you ask us, we'd make a great team.  Our friendly experts are ready to get you in at a great job, so the ball is in your court. If you're ready for an exciting, challenging REMOTE position with a premier employer in the downtown Milwaukee area, apply online with Adecco today! At Adecco, we care about our associates' wellbeing on the job and off, which is why we offer the following benefits:

  • Medical, dental, and vision plans
  • Paid Holidays
  • 401(k) Plan
  • Skills Training
  • Referral Bonuses
  • Weekly pay with direct deposit and pay card

    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

    The Company will consider qualified applicants with arrest and conviction records

     Apply on company website