Investment Operations Specialist Job at Allianz (Minneapolis)

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...

Location

United States , San Francisco; New York; Portland

Salary:

95600.00 - 132800.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

Hold active FINRA Series 7, 63, 24
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly

Job Responsibility

Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption

What we offer

base salary
equity (stock options)
benefits

Fulltime

AIM Associate/Principal - Residential/Commercial Mortgage Loan Specialist

Senior team member responsible for daily investment operations related to Reside...

Location

United States , Minneapolis

Salary:

66000.00 - 180000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience in investment operations dealing with private credit or alternative investment strategies
Bachelor's degree in finance, accounting, or related field
Knowledge of Residential and Commercial Mortgage Loans
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future

Job Responsibility

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
Understand external manager loan valuation processes and manage and perform the internal independent price valuation
Create reports to provide insight into investment performance, accounting, compliance and risk management
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Building relationships internally and with asset managers

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

Process Specialist III

We are looking for a skilled and detail-oriented Process Specialist III (Senior)...

Location

United States , Columbus

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in customer service roles with a focus on professionalism and responsiveness
Ability to compile, process, and interpret data accurately
Familiarity with annuities and investment products is highly desirable
Strong communication skills for interacting with advisors, customers, and vendors
Excellent organizational skills to manage multiple tasks effectively
Experience in operational support or similar roles
Demonstrated ability to work collaboratively in a team environment
Attention to detail and commitment to delivering high-quality results

Job Responsibility

Perform operational tasks with accuracy and efficiency to support business processes
Compile and analyze data for system inputs and reporting purposes
Communicate effectively with advisors to ensure clear understanding of processes and requirements
Provide excellent customer service by addressing inquiries and resolving issues promptly
Build and maintain strong relationships with vendors to support business operations
Apply knowledge of annuities and investment products to assist with relevant tasks and decision-making
Ensure compliance with company policies and procedures in all activities
Collaborate with team members to streamline processes and optimize workflow
Identify opportunities for improvement and contribute to the implementation of solutions

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Kyc/kyb Due Diligence Specialist

You’ll join our Due Diligence Operations team, placing you in a unique position ...

Location

Estonia , Tallinn

Salary:

Not provided

Conclusive Financial

Expiration Date

Until further notice

Requirements

2-3+ years of experience in a KYC or KYB role within a regulated financial firm in the UK or EEA is a must
Defined compliance processes and workflows from scratch
Worked cross functionally with legal, product and engineering teams
Exceptional written and spoken English
An understanding of the investment world is great, but it’s not required. A willingness to learn about it is a must, though!

Job Responsibility

Analyse, review and evaluate our customers to fulfill internal KYC/KYB requirements
Liaise with customers on KYC/KYB and general queries
Perform due diligence on our customers, incl. EDD, ODD and OEDD and sanctions, PEP and adverse media screening
Automate KYC/KYB processes by collaborating with our product engineering team and working with external partners

What we offer

A competitive startup package with stock options that vest monthly after a one-year cliff
Brand new office in Tallinn (Kalamaja)
Flexible working hours
A flexible approach to working remotely - 2 remote days per week allowed
Private health insurance
All the usual office facilities, including free tea, coffee & snacks
Dog-friendly office
Cycling or running to work? We’ve got showers, bike storage and lockers

New

Senior Institutional Investment Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist.

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

February 08, 2026

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
Strong knowledge about SWIFT standards and their message fields in MT202, MT103, MT 202+103, MT202+202
Knowledge about FX Products like SPOT, FORWARD, SWAP, Money Market, etc
Willing to work in night shift and work over weekends & US off’s
Domain Knowledge should be in FX market, Trade life cycle, Payment Methods, Clearing House for Routing FX Payments
Sound & Strong Knowledge of FX Payments & Settlement process and trade life cycle
Excellent process and product knowledge
Excellent analytical skill and Language proficiency
Strong ability to communicate in written/verbal form
Ability to work to strict deadlines/under pressure and maintain calm manner

Job Responsibility

Assist in lifecycle support for institutional trade flow
Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
Lead or participate in moderately complex initiatives and deliverables
Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
Identify and recommend opportunities for process improvement and risk control development
Provide leadership to bring groups together to resolve multi-faceted complex issues
Serve as a leader on projects along with internal and industry related initiatives
Review and analyze complex functional and operational tasks that require in-depth evaluation
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues

Fulltime

!

New

Senior Institutional Investment Operations Specialist

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

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

February 05, 2026

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
Extensive knowledge and understanding of loan, securities, and derivative products
Experience working with custodians, depositories, agents and brokers to ensure timely and accurate processing of events to client accounts and to appropriately manage risk
Knowledge and understanding of Broadridge applications, including but are not limited to Impact, GLOSS and BPS
Knowledge of DTCC for allocations and elections and of non-US depositories (e.g. Euroclear
Clearstream)
Demonstrated ability to manage workload to ensure all daily tasks are completed in a timely manner and in compliance with departmental procedures
Familiar with the regulatory environment and maintaining strong controls

Job Responsibility

Assist in lifecycle support for institutional trade flow
Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
Lead or participate in moderately complex initiatives and deliverables
Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
Identify and recommend opportunities for process improvement and risk control development
Provide leadership to bring groups together to resolve multi-faceted complex issues
Serve as a leader on projects along with internal and industry related initiatives
Review and analyze complex functional and operational tasks that require in-depth evaluation
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues

Fulltime

New

Datacenter critical environment technician manager

As a CO+I CETM, you will perform a key role in delivering the core infrastructur...

Location

Canada , Quebec City

Salary:

78500.00 - 146000.00 CAD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent
3+ years mission critical services work/applied learning experience (e.g., high availability assembly/manufacturing/critical infrastructure environments such as data centers, oil and gas refineries, hospitals, pharmaceutical, manufacturing, or related fields) OR equivalent experience
1+ year(s) experience directing, supervising, or managing others or leading a project
Ability to work night shift as well as on-call during non-standard business hours that may include evening, nighttime, weekends, and/or holidays
Proficiency in both English and French
Ability to meet Microsoft, customer, and/or government security screening requirements (Microsoft Cloud Background Check, Reliability Status screening with the Government of Canada)
This job will require you to, among other things, occasionally climb ladders, frequently climb stairs and/or ramps, engage in prolonged standing, occasionally engage in lifting (up to 50lbs./22.5kg), occasionally engage in pushing or pulling (of up to 50-75lbs. / 22.5-34kg), and regularly and frequently exercise fine hand manipulation.

Job Responsibility

People Management: Model - Live our culture
Embody our values
Practice our leadership principles
Coach - Define team objectives and outcomes
Enable success across boundaries
Help the team adapt and learn
Care - Attract and retain great people
Know each individual’s capabilities and aspirations
Invest in the growth of others
Equipment and Systems Operations & Maintenance: Serve as an operations specialist one or more major area of operations (e.g., electrical, mechanical, controls, generators, and work on advanced tasks independently

What we offer

Trainings and growth opportunities including Career Rotation Programs, Diversity & Inclusion trainings and events, and professional certifications
Inclusive work environment
Culture of inclusion.

Fulltime

Investment Operations Specialist

Allianz

Location:
United States , Minneapolis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 26, 2025

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Senior Technical Operations Treasury Specialist