Investment Operations Specialist Job at Robert Half (Parsippany)

Specialist Investment Operations

Embark on a transformative journey as a Specialist Investment Operations at Barc...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience managing complex investment products, such as Alternative Investments, Private Equity, Derivatives, or Structured Products
Strong stakeholder management skills, with the ability to influence, challenge, and build effective partnerships across senior levels
Excellent critical thinking and decision-making capabilities, particularly in high-risk and time-sensitive situations
Demonstrated experience in strategic planning, delivery, and driving change initiatives aligned to broader business objectives
Exceptional attention to detail, ensuring accuracy, precision, and consistently high-quality outputs

Job Responsibility

Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Collaboration with teams across the bank to align and integrate operational processes
Identification of areas for improvement and providing recommendations in operational processes
Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in banking operations
Participation in projects and initiatives to improve operational efficiency and effectiveness

What we offer

Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies

Fulltime

Investment Operations Senior Specialist

Partner with front office teams, investment management business partners, broker...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business with an emphasis in finance, accounting, management, real estate, or information systems, or equivalent related experience
1–3 years of related investment operations experience preferred
General knowledge of a variety of investment asset classes
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Attention to Detail: Demonstrates a high level of accuracy and thoroughness
Customer Centricity: Applies a customer-first mindset
Customer Service Mindset: Anticipates customer needs
Customer Support: Gathers and analyzes customer information clearly and consistently
Process Improvement: Evaluates current processes to identify and implement improvements

Job Responsibility

Ensure accurate and efficient execution of recurring transactions across public and private managed portfolios, including domestic fixed income, equities, foreign investments, private placements, real estate equity, and mortgage loans
Partner closely with front office teams to support the settlement of investment transactions
Collaborate with senior team members to resolve complex issues and work with custodial banks, brokers, traders, and field offices as needed
Respond to inquiries related to investment holdings, transactions, and activity
Maintain investment data across multiple systems and perform reconciliations
Work closely with Investment Accounting, Financial Management, Legal, and other investment-related teams to research and resolve issues
Ensure timely and accurate investment position and commitment updates, as well as critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Stay current on industry changes and developments that may impact investment processing procedures
Participate in testing, system enhancements, upgrades, new initiatives, and projects involving procedural or workflow changes

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Investment Operations Senior Specialist

We are seeking an Investment Operations Specialist to join an Investment Operati...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, real estate, management, information systems, or equivalent experience
Three or more years of related investment operations experience preferred
Experience supporting a variety of investment asset classes and transaction types
Prior experience with investment operations and/or accounting systems
Strong analytical and problem‑solving skills
Excellent verbal and written communication skills
High attention to detail and commitment to accuracy
Ability to work effectively as part of a team
Strong attention to detail
Ability to work under pressure and meet deadlines

Job Responsibility

Ensure accurate and efficient execution of transactions across public and private investment portfolios, including domestic and foreign securities, fixed income, equities, derivatives, private placements, real estate equity, and mortgage loans
Partner with bank representatives, brokers, traders, and front‑office teams to support timely and accurate trade settlement
Respond to inquiries related to investment holdings, transactions, and activity
Maintain and validate investment data for complex security types across multiple systems
Perform reconciliations and collaborate with internal business partners to resolve discrepancies
Ensure timely and accurate investment positions, commitment updates, and critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Conduct in‑depth analysis related to investment holdings, trading activity, and investment initiatives as requested
Train and support new team members and serve as a subject‑matter resource for assigned investment types and procedures
Stay informed on industry trends and developments that impact investment operations and processing

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Senior Institutional Investments Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist f...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Support firm-wide regulatory reporting obligations and associated operational control processes
Execute daily, monthly, and quarterly regulatory reconciliations, including break identification, investigation, and remediation
Investigate, document, and resolve reporting discrepancies between internal systems and external repositories
Validate regulatory reporting outputs against applicable regulatory requirements and underlying booking models
Support CFTC and other applicable regulatory reporting obligations
Maintain robust operational controls to ensure regulatory compliance, data integrity, and reporting accuracy
Escalate aging breaks, control deficiencies, and systemic risks in line with established governance standards
Support issue, incident, and corrective action management, including root cause analysis and remediation tracking through closure
Produce audit-ready documentation, supporting evidence, and key reporting metrics
Support Internal Audit, Compliance Testing, and regulatory examinations

Fulltime

Field Operations Specialist

Field Operations Specialist at SpotHero: Ensure a world class experience for cus...

Location

United States , San Francisco

Salary:

Not provided

SpotHero

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred or equivalent with 1-3 years experience in customer/client facing positions or support/account management/operations experience
Proven ability to problem solve in a fast-paced, constantly evolving environment
A valid driver’s license and access to vehicle

Job Responsibility

With the use of data, develop new ways to improve the Customer and Operator experience, and reduce the need for Customers to contact SpotHero to resolve issues
Work with Revenue teams and develop narratives to be presented to Operator Partners that help them understand the value of investing in making the parking experience better for SpotHero customers
Process and analyze customer and partner feedback into actionable information to make productive changes that positively influence our customer and operator experience
Drive process improvement by identifying inefficiencies and implementing workflow enhancements to benefit the company
Drive product innovation by identifying technical solutions to improve operational inefficiencies
Effectively communicate solutions to internal stakeholders and Operator partners
Work with Revenue Growth Managers and Regional Managers and Sales Enablement to coordinate Operator communication to avoid foreseeable issues
Occasional on-site evaluation of access conditions (PARCS), facility conditions and user-facing information to ensure customer satisfaction
Occasional need to assist with “in-market” initiatives for collecting strategic and competitive information
Occasional need to work with contractors to coordinate signage installation and ordering, as well as collecting strategic and competitive information

What we offer

Excellent benefits
We cover a generous portion of Medical Premiums, 50% of Dental and Vision Premiums, company-sponsored Life Insurance, STD, and AD&D coverage, a 401(k) with match and immediate vesting, and comprehensive leave policies to meet your needs in creating space for life
Flexible PTO policy and outstanding work/life balance
Grubhub weekly lunch stipend for in-office days
Udemy License and Personal Learning Budget
Annual parking stipend
The opportunity to collaborate with fun, innovative, and passionate people in a casual yet highly productive atmosphere
Opportunity to be part of Employee Resource Groups, access allyship learning resources, and actively contribute to our ongoing effort of making SpotHero inclusive for all
Employee programs to grow and support our people such as Discovery Days for Product and Engineering, Gearing up for Aspiring Leaders, and Mentorship Program
Wellness program

Fulltime

Field Operations Specialist

Ensure a world class experience for customers and operators alike by processing ...

Location

United States , Boston

Salary:

52000.00 - 65000.00 USD / Year

SpotHero

Expiration Date

Until further notice

Requirements

Bachelor's degree preferred or equivalent with 1-3 years experience in customer/client facing positions or support/account management/operations experience
Proven ability to problem solve in a fast-paced, constantly evolving environment
A valid driver's license and access to vehicle

Job Responsibility

Develop new ways to improve the Customer and Operator experience and reduce need for Customers to contact SpotHero to resolve issues
Work with Revenue teams to develop narratives presented to Operator Partners about value of investing in making parking experience better
Process and analyze customer and partner feedback into actionable information
Drive process improvement by identifying inefficiencies and implementing workflow enhancements
Drive product innovation by identifying technical solutions to improve operational inefficiencies
Effectively communicate solutions to internal stakeholders and Operator partners
Work with Revenue Growth Managers, Regional Managers and Sales Enablement to coordinate Operator communication
Occasional on-site evaluation of access conditions, facility conditions and user-facing information
Occasional need to assist with in-market initiatives for collecting strategic and competitive information
Occasional need to work with contractors to coordinate signage installation and ordering

What we offer

Generous portion of Medical Premiums
50% of Dental and Vision Premiums
Company-sponsored Life Insurance, STD, and AD&D coverage
401(k) with match and immediate vesting
Comprehensive leave policies
Flexible PTO policy
Grubhub weekly lunch stipend for in-office days
Udemy License and Personal Learning Budget
Annual parking stipend
Opportunity to collaborate with fun, innovative, passionate people

Fulltime

Sr. Administrative Operations Specialist

We are looking for a skilled Sr. Administrative Operations Specialist to oversee...

Location

United States , Bedminster

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in real estate property management and tenant relations
Familiarity with private equity and real estate investment operations
Proficient in vendor management and contract negotiations
Knowledge of tenant leases and compliance requirements
Excellent organizational and communication skills
Ability to manage multiple priorities and meet deadlines
Proficiency with relevant software applications and databases

Job Responsibility

Manage tenant applications and ensure seamless onboarding processes
Coordinate vendor relationships, including contract management and performance evaluations
Oversee permits and ensure compliance with government regulations and communications
Administer benefits programs and maintain accurate records for employees
Conduct CAM reconciliation to ensure proper allocation and reporting
Support real estate investment activities by tracking and managing property data
Address tenant lease-related inquiries and resolve issues promptly
Facilitate property management tasks, ensuring operational efficiency
Collaborate with private equity stakeholders to align investment strategies with operational needs
Streamline processes related to real estate property management and tenant interactions

What we offer

15 PTO days
5 sick days
8 paid holidays
Annual bonus (no 401K yet)

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Investment Operations Specialist

Job Description

Job Responsibility

Requirements

Nice to have

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