Demo

Investment Operations Specialist

Staffing
Milwaukee, WI Other
POSTED ON 4/25/2026
AVAILABLE BEFORE 5/25/2026

6 Months Contract
Onsite Job - 5 days in a week

Required Skills:

  • Bachelor’s degree in finance or a related field, or equivalent work experience
  • At least one year of experience in bank loan processing or loan administrative activities within the syndicated loan market
  • In-depth knowledge of bank loan operational functions, systems, and procedures
  • Strong analytical, problem-solving, and decision-making abilities
  • Excellent organizational skills with the capacity to multitask and meet deadlines in a team environment
  • Effective interpersonal, verbal, and written communication skills
  • Proficiency in Microsoft Office applications and familiarity with software such as Wallstreet Office, SEI, Solvas, and CDO Suite (basic knowledge preferred)

Nice to Have Skills:

  • Moderate credit agreement interpretation skills
  • Experience with comprehensive report generation
  • Knowledge of broader financial systems and tools

Preferred Education and Experience:

  • Bachelor’s degree in finance or related discipline
  • 1 years of relevant experience in bank loan operations or related fields

Salary : $20 - $23

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