Operation Specialist

Position Title: Operation Specialist

Location: Dallas, TX & Pennington: NJ

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: 6 months

Job Type: FULL TIME, CONTRACT, HYBRID (3 onsite, 2 WFH) 7:30-4:30 or 8:30-5:30 EST

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.).

Requirements:

• Knowledge of Mutual Funds
• Experience in financial institutions
• Proficient in Microsoft Office Suite with a strong background in Excel

Job Description

• The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments.
• The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for the clients Wealth Management and US Trust. There are over 1,400 system indicators supporting more than 31,000 cusips. The team also participates in evaluations and subsequent scoring of the fund company's performance in accordance with operating standards.
• Opportunities exist for team members to develop leadership, project management and technological skills. The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading.
• Responsibilities include but are not limited to the following. Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products.
• Analysis of received data to ensure system supportability. Data entry to add products to the proprietary platform. Quality review of data entered.
• Testing of system enhancements based upon business initiatives. Frequent communication with internal and external business partners. Assist with project work as needed

Required Skills:

• Proven history of effective ownership and accuracy with an emphasis on attention to detail Intellectually curious with a desire to identify and implement innovative solutions
• Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment
• Ability to think critically while effectively managing and finding resolutions to complex situations independently
• Acts proactively to identify, control, and mitigate risks
• Excellent follow-up and organizational skills
• Provide outstanding personalized service and exhibit professionalism in all situations
• Proficient in Microsoft Office Suite with a strong background in Excel

Desired Skills:

• Knowledge of Mutual Funds
• Experience in financial institutions

Keywords:

Operations, banking operations, Trade Control, Trade, trading, Settlements, Mutual Funds, Alternative Investments, Investment Trusts, Custody Operations.

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 Please reference job code 237868 when responding to this ad.