Operations Specialist (Level III)

Job Title: Operations Specialist (Level III)

Location: Pennington, NJ

Duration: Contract - 6 months (Contract-to-Hire Potential)

Pay Range: $22/hr (W2)

Job ID: 372732

Target Start Date: 05/04/2026

Bank Job Title: Operations Analyst

Sponsorship: Candidates must not require sponsorship now or in the future.

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking an Operations Specialist (Level III) to join our Wealth Management Operations team supporting Securities Settlement and Custody Operations. The ideal candidate will have strong experience in mutual fund and alternative investment onboarding, product data analysis, and quality control and a proven ability to manage complex setups, ensure data integrity, and collaborate across internal and external partners.

Responsibilities:

• Review onboarding documents from fund companies for Mutual Funds, Alternative Investments, Unit Investment Trusts, and related products.
• Analyze product and operational data to ensure system supportability and compliance with standards.
• Enter and maintain product data on the proprietary platform and perform quality reviews.
• Test system enhancements aligned to business initiatives and document outcomes.
• Communicate frequently with internal partners, fund companies, and transfer agents.
• Assist with project work, evaluations, and scoring of fund company performance.

Required Skills & Qualifications:

• Proven ownership and accuracy with strong attention to detail.
• Curiosity to identify and implement practical, innovative process improvements.
• Ability to prioritize day-to-day tasks and project work in a deadline-oriented environment.
• Critical thinking with the ability to manage and resolve complex situations independently.
• Proactive risk identification, control, and mitigation.
• Excellent follow-up, organizational skills, and professional client service.
• Proficiency in Microsoft Office Suite with strong Excel skills.

Preferred Skills:

• Experience with mutual fund operations, alternative investments, UITs, or custody operations.
• Familiarity with transfer agent processes, product fees, and billing.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

Additional Details

Hours per Day: 8

Labor Type: Accounting/Finance

Expected Contract Duration: 6 months

Respond by Date: 06/08/2026

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.