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Financial Professional job in Milwaukee at Rose International

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Financial Professional at Rose International

Financial Professional

Rose International Full-Time
$20.00 - $25.00 / hour
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Position Title: Investment Operations Specialist

Position Number: 368003

Location: Milwaukee, WI 53202

Position Type: Long Term Contract

Required Skill Set:

Banking/Financial, Compliance, Finance, MS Excel, Reconciliation

Position Description:

**Only U.S. Citizens and those authorized to work in the U.S. can be considered as W2 candidates.**
Job Title: Investment Operations Specialist
Location: Milwaukee, WI. 53202 (Remote until office in re-opens)
Start Date: 06/01/2021
Duration: 8 months +
Hours: M-F, 1st Shift


The Investor Services department is responsible for the accurate processing and maintenance of investor registers and documentation for the funds we administer. Associates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti-money laundering (“AML”) guidelines when processing investor-related transactions, including subscriptions, redemptions, transfers and re-registrations, as well as the generation and distribution of confirmations. Associates are also responsible for reconciling trade information against clients’ expected transactions and monies received from investors. Additional responsibilities include written and oral correspondence with the fund and investors regarding AML documentation and transactions. The Investor Services department works closely with the legal/compliance team as needed. Associates are also a resource for client and investor inquiries regarding their transactions and documentation outside of the trade processing cycle. Associates are expected to have a basic understanding of the overall direction of Alternative Investment (“AI”) business, core services of AI, and ancillary products and services provided to the AI client base. Associates are also responsible for monthly investor services data in Soc 1 checklists for applicable funds.

Additional responsibilities include:
• Understanding the policies and procedures of the AI department
• Understanding the information flow through the various AI systems
• Knowledge of how to use the various systems specific to the job function
• Ability to communicate information carefully in order to manage client relationships
• Active listening to obtain information and understand client needs
• Written correspondence that is clear, professional and grammatically correct


Basic Qualifications:
• Bachelor’s Degree or equivalent work experience
Preferred Skills / Experience:
• Strong attention to detail required
• Effective verbal and written communication skills
• Ability to manage multiple tasks/projects simultaneously while meeting deadlines
• Ability to perform research and analysis
• Strong knowledge of Microsoft Office – Word, Excel, Outlook
• Ability to work independently with minimal supervision while participating in a team environment
• Exceptional organizational skills in terms of the function to be performed by the solution. Other responsibilities include overseeing business to system knowledge management and assisting in overall system design from user interface through backend processes. This is a team-based position that requires strong interpersonal skills.

Benefits:
For information and details on employment benefits offered, visit [ Link removed ] - Click here to apply to Financial Professional . If you have any questions/concerns, please contact our HR Department via our secured [ Link removed ] - Click here to apply to Financial Professional .
Basic Qualifications:
• Bachelor’s Degree or equivalent work experience
Preferred Skills / Experience:
• Strong attention to detail required
• Effective verbal and written communication skills
• Ability to manage multiple tasks/projects simultaneously while meeting deadlines
• Ability to perform research and analysis
• Strong knowledge of Microsoft Office – Word, Excel, Outlook
• Ability to work independently with minimal supervision while participating in a team environment
• Exceptional organizational skills in terms of the function to be performed by the solution. Other responsibilities include overseeing business to system knowledge management and assisting in overall system design from user interface through backend processes. This is a team-based position that requires strong interpersonal skills.

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.

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.)

Recommended Skills

Banking/Financial,
Compliance
Reconciliation
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