Operations Specialist

Position Title: Operations Specialist

Location: Dallas, TX

Anticipated Start Date: ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12 months

Job Type: FULL TIME (40hrs/week), CONTRACT, HYBRID role (3-days on-site/2-days WFH)

Pay Range: $22.28/hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Shift:

Monday - Friday; 8:00 AM - 5:00 PM

Requirements:

• 2-3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support
• Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, etc.) within an operational setting

Job Description

• The Investment and Monetary Controls Teams play a significant role within Global Wealth & Investment Management and Private Bank.
• Our dynamic department is responsible for the custody and settlement of assets, as well as the invoicing and collection of revenue and sub-accounting services such as recordkeeping. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients.

The duties of this particular role include, but are not limited to:

• Monitor and analyze daily outages due to discrepancies for trades, corporate actions and non-trade transactions
• Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights.
• Assist with updates to procedural documentation / process maps, and participate in system testing as needed.
• Participate in internal and Third Party audits
• Manage risk by identifying and escalating items appropriately
• Lead projects and special assignments as needed.
• A subject matter expert in break analysis and ability to assist with the resolution of daily outages
• Collaborative mindset with an ability to partner with internal/external partners to find resolution for inquiries
• Intellectually curious with a mindset focused on deep understanding of business processes supported
  Provide training and guidance to junior team members where necessary

Required Skills:

• Ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
• General knowledge of accounting and financial reporting
• Capability to think analytically and apply skill set to manage reconciliations
• Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives
• Must have excellent written and verbal communication skills
• Ability to understand and explain workflow including systematic interfaces and the input/output flows of data processes
• Demonstrates attention to detail
• An understanding of technology and the ability to incorporate that understanding into process improvements
• Ability to work independently while effectively managing and finding resolution to complex situations
• Intellectually curious with a mindset focused on deep understanding of business processes supported

Keywords:

Transaction, Trade, Custody, settlement, assets, mutual funds, alternative investments, managed products, reconciliation

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format to Please reference job code 241592 when responding to this ad.