Operations Processor - Investment Implementation Services Analyst

AMAZING OPPORTUNITY FOR OPERATIONS PROCESSOR IN KING OF PRUSSIA APPLY NOW!! Job Title : Operations ProcessorLocation : King of Prussia - 2300 Renaiss (Philly Area)Duration : through December 2025Hours : Flexible 8 : 00 - 5 : 00Remote or Onsite : Hybrid 3 days onsite (Wednesday Anchor Day)Interview process : Zoom interviewIdeal start date : ASAPEducation : Based on if they have experience or notExperience : Minimum of 1-2 yearsAdditional Details : Work the Que (Internal Portal) Pull the item out of the Que Cash Raise Request (Cash in or out) Rinse and Repeat 50 trades to 100 trades on your own a day Fast Pace Environment Working Independently Go Getter No client interaction Project Management on resume Self SufficientWhat are the applications to be supported? Microsoft SuiteSoft Skill requirements (team fit / personality requirements) Working well under pressure Outspoken Takes initiative Works IndependentlyWhat can you expect? As the Operations Processer, you will play a vital role in processing transactions for our Wealth Global Business team You will be part of a company committed to enhancing the health, wealth, and careers of the clients we serve and their employees - and will work for a company equally invested in the development of our own people You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advanceWe will count on you to : Subscription Agreements - partnering with the existing Operations team members to pre-fill subscription agreements for clients related to various alternative and separately managed investments Capital Call Preparation Activities - manage capital calls by researching the various calls that are received and preparing the trades that will need to be placed on behalf of clients to meet their private equity or hedge fund capital calls. Existing members of the team would then 4 eyes check the work and place the trades with the appropriate custodians. Beginning of day daily reconciliation. Perform tasks to review CRIMs data loads to ensure all of the prior day's data has been loaded into CRIMs successfully Help support the setup of new clients in CRIMs Project : Help manage the migration of sensitive client data to secured shared drives Project : Organize and load all Legacy Alternative investments into CRIMs. This work will require access to Investment Metrics which is a function that is performed by the team supporting Jim Guilfoyle today New Operating Environment : Support the documentation and then implementation of our process of setting up and maintaining colleague and client access to the new external portal. In addition, perform the same function related to setup of colleagues access to the new Internal Portal. New Operating Environment : Detailed process and procedure must be completed related to the collecting of bank information from clients and then the appropriate handling / processing of that information. This is a duty that should be separated from the daily trading activities that are performed by other Ops colleagues.What you need to have : Minimum 1 year of related experience Good verbal written and communications skills; ability to articulate clearly and effectively within a collaborative team environment Tech savvy - ability to learn and navigate between multiple platforms quickly Attention to detail to ensure accuracy Proficient in Excel and working knowledge of the MS Office suiteWhat makes you stand out : Undergraduate degree or equivalent combination of training and experience Experience in operations processingThe company is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.#IND1#ZR