US Citizens or Green Card candidates only.

No C2C resumes please.

Junior Investment Operations Associate

Rate: $28.75/hour W-2

Contract: 6 months -- opportunity for extension or conversion to perm, based on performance and attendance

Physical Address: 111 Monument Circle, Suite 402, Indianapolis, IN 46204

• Parking is in the Salesforce Tower Parking Garage and is paid for by the client.
• Laptop provided.
• Training will be completed onsite, and then hybrid schedule 3 days in office & 2 days WFH per week.

Job Summary:

Our client is a fixed income investment management firm located in downtown Indianapolis, Indiana, and since its establishment in 1981, it has grown to manage over (USD)23 billion in a variety of fixed income strategies for a diverse group of institutional clients, including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, health care organizations, and a variety of universities, foundations and endowments. It employs 40 individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term.

We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for processing account transactions and reconciliations, generating reports, and acting as liaison for internal and external contacts. This position will also support day-to-day resolution of complex problems and be involved in process improvement projects. Additional responsibilities and projects will be assigned commensurate with demonstrated competency of previous assignments.

Essential Duties and Responsibilities:

Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes.

• Assists with administration of portfolio accounting system.
• Interprets and analyzes information and prepares reports for management.
• Resolves issues quickly with a sense of urgency.
• Leads small to medium sized projects with varied levels of complexity.
• Identify opportunities in processes and recommend improvements.
• Manages and builds relationships as both and internal external liaison.
• Balances conflicting resource and priority demands.
• Involvement in process improvement projects
• Performs other duties and responsibilities as assigned

Requirements

• Data Reporting
• Portfolio Accounting Systems & Databases
• Strong Excel skills.
• Fixed income, derivative, and non-USD securities & operations
• Possess strong analytical skills
• Be able to multi-task
• Be self-motivated, have natural curiosity
• Work well in team environment
• Exhibit excellent interpersonal skills
• Communicate effectively in both oral and written communications.
• Demonstrate uncompromising adherence to ethical principles.

Preferences: Familiarity with SWIFT

Minimum of a Bachelor's degree in Accounting, Finance, or related degree, and one (1) year of relevant experience.

Knowledge: Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Abilities:

• Analyze problems and develop creative solutions.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Provide efficient service to internal and external clients.
• Partner and collaborate and work in a team environment.
• Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
• Attend to detail while maintaining a big picture orientation.