Demo

Investments Operations Contractor

Truity Partners
Madison, WI Contractor
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/9/2025
  • Required field.
  • 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;
    • Graduate degree, CPA, CFA or similar designation is a bonus

    • Minimum of 2 years' experience;
    • 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

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