NEW JOB OPENING
INVESTMENT ANALYST SPECIALIST CLERK
IN Columbus, OH, USA!

 

Date Posted: 02/27/2024
Hiring Organization: Rose International
Position Number: 459348
Job Title: Investment Analyst Specialist Clerk
Job Location: Columbus, OH, USA, 43215
Work Model: Hybrid
Shift: First Shift; Hybrid schedule 50% onsite
Employment Type: Temp to Hire
Estimated Duration (In months): 20
Min Hourly Rate($): 16.50
Max Hourly Rate($): 17.00
Must Have Skills/Attributes: Accounts Payable, Accounts Receivable, Banking/Financial, Investments, Loan Processing, Reconciliation

 

Job Description

  • **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.**

An Investment Operations Analyst position responsible for operational functions supporting portfolios managed by Client Investments. The position is responsible for performing a variety of operations functions with a focus on trade settlement, transaction processing, cash, and asset/data reconciliations.

Education Required:
* Bachelor’s Degree in business, finance or an equivalent field.

Experience Required:
* Experience in investments, accounting, or equivalent experience within the financial services industry.

Skills/Competencies Required:
* Effective Verbal/Written Communication
* Business Acumen
* Technical/Professional Knowledge, including a solid understanding of the investments process and relative security types
* Intermediate computer skills
* Process Management experience
* Action-oriented and Priority-Focused

Skills/Competencies Preferred:
* Advanced knowledge of Microsoft Excel

Primary Responsibilities:
1. Work closely with Front Office traders and analysts, third party managers, custodians and the Operations Middle Office to ensure timely, accurate and efficient settlement of trades, income and corporate actions.
2. Maintain Client Accounting book-of-record (ABOR) through processing securities and loan transactions as well as subsequent investment life-cycle events.
3. Partner with Middle Office Operations, Data Management and Reporting, Front Office, IT and Investment Controllership to resolve data and reporting issues.
4. Perform comprehensive reviews of open payables, open receivables, unapplied cash for all assigned CUSIPs and review all trades across assigned portfolios.
5. Perform reconciliations of all securities held across all systems and all custody types. Resolve variances with corresponding party (internal and external).
6. Perform cash reconciliations for all legal entities on a daily basis.
7. Perform other duties including project work as assigned.

 

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.).

 

Apply Now

Send me a reminder to complete this application

 

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

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

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

Sally, Consultant

Rose International maintained good communication during assignments and are very informative through email and phone calls.

Sade, Consultant

It is a great pleasure being a part of the Rose International Team.

Toni, Consultant

You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!

Tonya, Consultant

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.