NEW JOB OPENING
INVESTMENT OPERATIONS SPECIALIST
IN Milwaukee, WI, USA!

 

Date Posted: 04/24/2026
Hiring Organization: Rose International
Position Number: 500354
Industry: Financial Services
Job Title: Investment Operations Specialist
Job Location: Milwaukee, WI, USA, 53212
Work Model: Onsite
Shift: Standard hours
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 22.50
Max Hourly Rate($): 22.50
Must Have Skills/Attributes: Banking/Financial, Investments, Loan Processing
Experience Desired: Wallstreet Office, SEI, Solvas, and CDO Suite (1 yrs)
Required Minimum Education: Bachelor’s Degree

**C2C is not available**

 

Job Description
Required Qualifications:

• Bachelor’s degree in finance or related field, or equivalent work experience

• One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market.

• Ability to communicate via email

• Attention to detail; Ability to multi-task; Excel skills, Analytical.

• Problem solving



Preferred Skills/Experience:

• Thorough knowledge of bank loan operational functions, systems, and procedures.

• Prior experience working directly with clients

• Moderate credit agreement interpretation abilities and analytical skills

• Strong analytical, problem-solving, decision-making, and organizational skills

• Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment

• Strong interpersonal, verbal and written communication skills

• Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications

• Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred.



Overview:

• The Global Fund Custody Group (GFC) is a division within Fund Services.

• Typical types of collateral include broadly syndicated, middle market and private bank loan assets.

• The operational specialist works closely with internal groups to help maintain a high level of customer service.

• Adheres to strict business line Service Level Agreements.

• Will focus on the support of internal partners on a variety of client relationships.

• The operational specialists’ responsibilities include tracking pending and settled bank loan trades; provide reports to the clients on a daily, monthly and quarterly basis; and respond to internal party requests in a timely fashion.

• The incumbent ensures 100% accuracy and timeliness of data through proper booking and reconciliation of account activity.
  • **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.).

 

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About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

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

I believe the best thing that Rose HR has going for it is the incredible responsiveness. Everyone is very quick to reply to any concerns, and contacts the contracted employees very quickly and efficiently.

Kevin, Consultant

Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.

Sally, Consultant

As a contractor, I have to say that Rose International was by far the best agency I have worked for.

Q'testdalir, Consultant

I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.

Stephanie, Consultant

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