Investment Operations Specialist

BC Forward

Milwaukee, WI

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JOB DETAILS

SALARY

$22.55–$22.55 Per Hour

JOB TYPE

Contractor

SKILLS

Accounting, Analysis Skills, Banking Operations, Banking Services, Brokerage, Business Solutions, Communication Skills, Customer Relations, Data Quality, Detail Oriented, Diversity, Documentation, Finance, Fortune 500 Customers, Government, Information Technology Consulting, Interpersonal Skills, Loan Operations, Loan Processing, Loans, Microsoft Excel, Microsoft Office, Multitasking, On Site Support, Operations Research, Presentation/Verbal Skills, Private Banking, Problem Solving Skills, Reconciliation, Service Level Agreement (SLA), Time Management, Writing Skills

LOCATION

Milwaukee, WI

POSTED

7 days ago

Job Title: Investment Operations SpecialistLocation: (City, State)Duration: Contract - 6 monthsPay Rate: 22.55 /hr (W2)Job ID: 407082About BCforwardBCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.Job DescriptionWe are seeking an Investment Operations Specialist to join our Global Fund Custody Group within Fund Services. This role is 100% onsite and supports internal partners across a range of client relationships in the syndicated and private bank loan markets. The ideal candidate will have strong experience in bank loan processing and operational oversight and a proven ability to ensure accurate, timely trade booking, reconciliation, and reporting under strict Service Level Agreements.Responsibilities:Track pending and settled bank loan trades for broadly syndicated, middle market, and private bank loan assets.Prepare and deliver daily, monthly, and quarterly client reports with a focus on accuracy and timeliness.Perform booking and reconciliation of account activity to ensure 100% data accuracy.Research and resolve operational and accounting exceptions, including complex items requiring extensive review.Interface with Investment teams and internal stakeholders to resolve issues and maintain efficient service.Verify account entries, balance totals, and prepare correcting adjustments as needed.Ensure documentation requirements are satisfied and audit-ready.Respond to inquiries from customers, brokers, and internal employees in a timely manner.Required Skills & Qualifications:Bachelor's degree in finance or related field, or equivalent work experience.1+ years in bank loan processing or loan administration within the syndicated loan market.Ability to communicate effectively via email and in writing.Strong analytical skills with attention to detail and problem-solving capability.Ability to multi-task and meet deadlines in a dynamic team environment.Proficiency with Microsoft Office, including Excel.Preferred Skills:Knowledge of bank loan operational functions, systems, and procedures.Ability to interpret credit agreements and apply analytical judgment.Experience with Wallstreet Office, SEI, Solvas, or CDO Suite.Strong interpersonal and verbal communication skills; prior client-facing experience is a plus.Why BCforward?At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:Competitive compensation and benefits.Opportunities for growth with global clients.A supportive, inclusive culture that values innovation and people.Exposure to cutting-edge technologies and projects.About Our CommitmentBCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.Interested? Apply Now!If this sounds like the right opportunity for you, please apply with your most recent resume.

Investment Operations Specialist

BC Forward

Milwaukee, WI

About the Company

BC Forward

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