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GENERAL JOB DESCRIPTION
The Senior Investment Operations Specialist is responsible for trade settlements and trade reconciliations, the quarterly reporting process, account billing process, contributions and client requests. This role provides both strategic and tactical perspectives to ensure the Investment Operations team efficiently meets the front, middle, and back-office needs of the firm. Relationship manager and primary point of contact to service providers whose applications serve critical functions to support the investment process needs of the entire firm. In addition, the Senior Investment Operations Specialist partners with the Operations Team Leader and Director of Operations to prioritize a varied and diverse set of tasks to create both short and long-term goals.
MAJOR DUTIES AND RESPONSIBILITIES
EXPERIENCE/CREDENTIALS
COMPETENCIES
FEATURED BENEFITS:
Full Time
$84k-118k (estimate)
05/23/2023
06/27/2023
The job skills required for Senior Operations Specialist include Problem Solving, Microsoft Office, Written Communication, Integrity, Team Operations, Billing, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior 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 Senior Operations Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Operations Specialist positions, which can be used as a reference in future career path planning. As a Senior Operations Specialist, it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Operations Specialist. You can explore the career advancement for a Senior Operations Specialist below and select your interested title to get hiring information.