Date Posted: 07/15/2026
Hiring Organization: Rose International
Position Number: 504225
Industry: Financial Services
Job Title: Investment Operations Specialist
Job Location: Milwaukee, WI, USA, 53212
Work Model: Onsite
Shift: Monday-Friday normal business 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: Analytical Skills, Banking/Financial, Loan Processing, MS Office
Experience Desired: Experience in bank loan processing or loan administrative activities in the syndicated loan market (1+ yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Required Education:
• Bachelor’s degree in finance or related field, or equivalent work experience
Required Qualifications:
• 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 Qualifications:
• Thorough knowledge of bank loan operational functions, systems, and procedures
• 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
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.
Responsibilities:
• Performs a variety of operational duties within an assigned area of Investment Operations.
• Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
• Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
• Ensures the accuracy of account statements and information.
• Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.
• Ensures that all documentation requirements are satisfied.
• Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees. - **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.).
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
I had a very positive experience working for Rose. The entire process is very efficient and easy.
Joanne, Consultant
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
It is a great pleasure being a part of the Rose International Team.
Toni, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
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