Investment Operations Associate

Pride Global/Russell Tobin & Associates is seeking a Investment Operations Specialist to work for one of our top clients in Milwaukee, WI.

Apply today for consideration!

Employment Type: Contract

Job Title: Investment Operations Specialist

Pay rate: $20/hr. to $22.55 /hr.

Location: Milwaukee, WI

Duration: Till 2/12/27, with possible extension

Job Details

• The Global Fund Custody Group (GFC) is a division within Fund Services.
• Typical types of collateral include broadly syndicated, middle market and private bank loan assets.
• The operational specialist works closely with internal groups to help maintain a high level of customer service.
• Adheres to strict business line Service Level Agreements.
• Will focus on the support of internal partners on a variety of client relationships.
• The operational specialists’ responsibilities include tracking pending and settled bank loan trades; provide reports to the clients on a daily, monthly, and quarterly basis; and respond to internal party requests in a timely fashion.
• The incumbent ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity.

Basic Qualifications

• Bachelor’s degree in finance or related field, or equivalent work experience
• One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market

Preferred Skills/Experience

• Thorough knowledge of bank loan operational functions, systems, and procedures
• Moderate credit agreement interpretation abilities and analytical skills
• Strong analytical, problem-solving, decision-making, and organizational skills
• Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment
• Strong interpersonal, verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred

ABOUT US:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.