Date Posted: 04/07/2026
Hiring Organization: Rose International
Position Number: 499497
Industry: Financial Services
Job Title: Investment Operations Specialist
Job Location: Harrisburg, PA, USA, 17101
Work Model: Hybrid
Work Model Details: 3 days in office, 2 work from home.
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 9
Min Hourly Rate($): 18.00
Max Hourly Rate($): 18.00
Must Have Skills/Attributes: ACH, Banking/Financial, Data Quality
Experience Desired: Advanced experience with Microsoft Outlook, Excel, and Access (1 yrs); Experience in the asset management/ financial services / banking industries (1 yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree
**C2C is not available**
Job Description
JOB ID: 14305
Education Requirements:
• HS Diploma
Preferred Education:
• Associate’s or Bachelor’s degree in finance, economics, accounting, or a related field preferred
Required Skills:
• 1+ years of experience in the asset management/ financial services / banking industries with specific experience in bank operations and data analyst preferred
• Advanced experience with Microsoft Outlook, Excel, and Access
• Advanced experience with Visual Basics for Application (VBA) knowledge preferred
• Excellent written and spoken communication skills
• Takes initiatives to handling shifting priorities and staff shortages
• Ability to analyze and organize data
• Ability to follow procedures and update procedures when necessary
• Able to quickly learn complex concepts and seamlessly manage multiple priorities
• Ability to work well under deadline pressure – THIS POSITION CAN BE EXTREMELY DEADLINE ORIENTED
The Investment Operations Specialist is responsible for interacting with Management, GFS, and Client Services Group “CSG” team members, Accounting, cash management banks, and brokerage firms. The Processing Analyst works extensively and collaboratively with GFS Management to monitor the daily workflows. This position is not client-facing. The specific responsibilities for this role are outlined below.
Responsibilities:
• Download bank reports and files from banking platforms
• Upload files of various types to internal shareholder systems
• Enter transactions into internal accounting systems
• Work with broker dealers and individual banks to maintain CD program and resolve disputes
• Transmit batch wire and ACH files to cash management banks
• Upload cash flows and trades
• Process orders for checks and deposit tickets
• Process CD/TERM rates and transactions
• Reconcile Lockbox Image and Check Item files
• Process stop payments and fraud cases via banking partners
• Resolve transaction discrepancies between accounting systems and bank record, ensuring prompt and accurate resolutions
• Working with banking institutions to resolve transaction issues
• Participate in organizational projects that involve the Processing team
• CD Interest Check Deposit processing - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
EMPLOYEE COMMENTS