Operations Specialist (Level II)
Job Description The Operations Specialist will be responsible for handling manual trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund and Money Fund Trading.
The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents.
The ideal candidate should have an understanding of investments, be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills.
Works under general supervision.
A certain degree of creativity and latitude is required.
Typically reports to a supervisor.
Prefer 1 year related experience and 2-3 years overall experience Onsite for training; Will then transition to hybrid Recommended Skills Communication Coordinating Creativity Finance Investments Estimated Salary: $20 to $28 per hour based on qualifications.
The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents.
The ideal candidate should have an understanding of investments, be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills.
Works under general supervision.
A certain degree of creativity and latitude is required.
Typically reports to a supervisor.
Prefer 1 year related experience and 2-3 years overall experience Onsite for training; Will then transition to hybrid Recommended Skills Communication Coordinating Creativity Finance Investments Estimated Salary: $20 to $28 per hour based on qualifications.
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