28 Investment Operations Specialist Jobs in Minneapolis, MN
Kforce is Hiring an Investment Operations Specialist Near Minneapolis, MN
- In this role, the Investment Operations Specialist performs a variety of operational duties within an assigned area of Investment Operations
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers
- Ensures the accuracy of account statements and information
- Verifies account entries, ensures totals balance and prepares correcting adjustments as needed
- The Investment Operations Specialist ensures that all documentation requirements are satisfied
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees
- Bachelor's degree with an emphasis in finance or accounting
- Accounting experience, preferably in a mutual fund environment
- Ability to communicate effectively
- Willingness to learn
- Detail-oriented
- Proficiency with MS Office suite
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Job Summary
Contractor
Business Services
$118k-183k (estimate)
06/21/2024
07/19/2024
kforce.com
FORT WORTH, TX
1,000 - 3,000
1962
Public
JOSH EDWARD
$1B - $3B
Business Services
Related Companies
About Kforce
Kforce is a professional staffing firm that matches job seekers and employers in the areas of technology, finance, accounting and healthcare.
The job skills required for Investment Operations Specialist include Accounting, Communicates Effectively, Mutual Fund, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Operations Specialist positions, which can be used as a reference in future career path planning. As an Investment Operations Specialist, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Specialist. You can explore the career advancement for an Investment Operations Specialist below and select your interested title to get hiring information.
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