What are the responsibilities and job description for the Investments Operations Contractor position at Truity Partners?
Fully remote opportunity
Need commitment through 12 / 31 / 25
Day-to-day responsibilities :
Daily trade and security master support
Trade settlement
Margin calls
Data checks
Pricing securities
Gather missing security master data
Maintain accuracy and integrity of complex applications, systems, and databases Job Requirements / Skills Desired :
- Undergraduate degree in Accounting, Finance, Mathematics, Economics or related field;
- Minimum of 2 years' experience;
Graduate degree, CPA, CFA or similar designation is a bonus
Preferably with investment operations or accounting experience to include comprehensive knowledge of investment securities, investment accounting, operations, and the use of technology
Detail oriented
Able to work independently with curiosity to learn and ability to self-teach / research independently
Quality communication skills, both written and verbal
Good interpersonal skills and ability to work with a broad range of internal employees