Investment Operations Specialist

Job Title: Investment Operations Specialist (Contract)

Location: Milwaukee, WI (100% onsite)

Duration: 6 months (with potential for extension)

Pay Rate: $20–$22 per hour (W2)

Job Overview

We are seeking a detail-oriented Investment Operations Specialist to support fund custody and loan operations within a financial services environment. This role focuses on tracking, reconciling, and reporting on institutional loan transactions while ensuring accuracy, timeliness, and compliance with established service standards.

The ideal candidate will have a foundational understanding of finance or banking operations and the ability to manage multiple tasks in a fast-paced, deadline-driven environment.

Key Responsibilities

• Track and monitor pending and settled bank loan transactions to ensure accurate processing
• Perform reconciliation of account activity to maintain data integrity and accuracy
• Prepare and deliver daily, monthly, and quarterly reports for internal stakeholders
• Respond to internal inquiries and resolve discrepancies in a timely manner
• Ensure all work meets strict service level agreements (SLAs) for accuracy and timeliness
• Support multiple client relationships by coordinating with internal teams
• Maintain organized records and documentation for audit and compliance purposes

Required Qualifications

• Bachelor’s degree in Finance, Business, or a related field, or equivalent work experience
• 1 years of experience in banking operations, loan processing, or financial services
• Strong attention to detail and accuracy
• Ability to manage multiple tasks and meet deadlines
• Strong analytical and problem-solving skills
• Effective written and verbal communication skills
• Proficiency in Microsoft Office applications, particularly Excel

Preferred Qualifications

• Experience with syndicated loan operations or loan administration
• Familiarity with financial systems such as Wallstreet Office, SEI, Solvas, or CDO Suite
• Basic understanding of credit agreements and loan documentation
• Experience working in a high-volume, process-driven environment

Work Environment

• Fully onsite role in Milwaukee, WI
• Structured, deadline-driven environment with a focus on accuracy and efficiency
• Collaborative team setting supporting internal stakeholders and client operations

This is an excellent opportunity for candidates looking to build or expand their experience in investment operations and financial services.

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.