Date Posted: 09/04/2024
Hiring Organization: Rose International
Position Number: 470394
Job Title: Investment Operations Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Employment Type: Temporary
Estimated Duration (In months): 13
Min Hourly Rate($): 22.00
Max Hourly Rate($): 22.00
Must Have Skills/Attributes: Fund Administration, Trading/ Trade
Job Description
MUST HAVE - Attention to detail, Effective Communicator both in person and virtually, MS Excel proficient, Sense of urgency
NICE TO HAVE -
Experience dealing with back-office operations and exposure to market finance through schooling is a plus.
Minimum education requirements - Bachelor's Degree or at least 2 years of Operations Experience demonstrating working with numbers and to what capacity. Finance experience preferred. Business accounting economics, math etc.…
Responsibilities:
Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.
Candidate will need to have to have minimal trading errors as Bank will be liable. There is a minimum trade area goal so they will have to get though their que, and process accurately and not miss anything, and then cross check with their teammate.
They will be working with the Money Market Trading team through Microsoft Teams messaging and meeting. Will interact with internal clients only. This team will be switching to a new system so there is a volume increase due to this. Looking for someone interested in possibly converting as that is always the intention and may become available. There is also chance of extension.
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
As a contractor, I have to say that Rose International was by far the best agency I have worked for.
Q'testdalir, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
It is a great pleasure being a part of the Rose International Team.
Toni, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, Consultant
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