Investment Operations Consultant 3

Springfield, MA 01111

Employment Type: Temporary Specialization: Accounting/Finance Job Number: 14283 Pay: Based on Experience

Job Description

This Investment Operations Consultant role is a great foot in the door with this Springfield-based company. The job is expected to last until sometime through late June, so it gives you lots of time to showcase your skills and knowledge on the job. Pay rate is based on experience.

In this role, you’ ll assist the Investment Data Quality Team who are responsible for a variety of security-related issues. You’ ll be a part of this team and will help to keep things moving. Some tasks include the following:
  • Creating, updating, and reviewing security master set-up and researching resolving data discrepancies as related to the General Investment Account
  • Ensure proper execution of trades timely escalation of issues to management
  • Manually processing trades in the event automated feeds are not available
  • Accurately researching and resolving income or unit breaks for all asset types (fixed income, equity, etc.)
  • Custodial verification and vault verification

Investment Operations Requirements
  • Four-year degree in accounting or finance
  • Solid understanding of financial, investment terminology, and accounting principles
  • At least 1 year in securities operations or in an accounting operational unit
  • Knowledgeable in Excel and experience with STAR (or other accounting software)
  • Excellent analytical skills with attention to detail

Meet Your Recruiter

Carolyn Marchese
Placement Specialist

Like many of us in the industry, Carolyn fell into staffing by chance. At the time, she was working for an individual who recommended that Carolyn go see his wife, who was a manager in the staffing industry. Something about her people skills and her energy just seemed to him like staffing could be a perfect career path for her, and he was right! In 2015, she brought her expertise to the Johnson & Hill team. For Carolyn, it’s the interaction with people that keeps her engaged in the profession; she thrives on satisfying job seekers and fulfilling the needs of her clients. 

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