Investment Operations Analyst

Genesis10 is currently seeking an Investment Operations Analyst for a contract position with a Major Financial Services Company located in Milwaukee, WI. This is a 12+ month contract opportunity.

Pay Rate: $37.00-$40.00 per hour depending on skill level and experience.

This role focuses on ensuring the accurate and efficient execution of transactions across all asset classes within public and private managed portfolios. The ideal candidate will work with various internal and external partners to settle trades, maintain complex investment data, and resolve exceptions while contributing to process improvements.

Responsibilities:

• Ensure accurate and efficient execution for transactions in all asset classes in 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 business partners
• Assure timely and accurate investment positions, commitment updating and critical attributive investment data
• Respond to and investigate cash receivable and payable exceptions and resolve a wide variety of standard and moderately complex problems
• Conduct in-depth analysis regarding investment holdings, trading activity, and other investment initiatives when requested by business partners
• 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, and may take a leadership role in certain areas of expertise
• Interpret and analyze legal documents to ensure adherence to contractual terms and amendments

Requirements:

• 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
• 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
• Ability to work with a team
• Attention to detail
• May work under pressure at times

Desired skills:

• Ability to juggle multiple demanding tasks simultaneously and with accuracy

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website www.genesis10.com.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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