Investment Onboarding Specialist in CHICAGO, Illinois
Posted 06/18/21

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

THE TEAM YOU WILL BE JOINING:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

 

WHAT THEY OFFER YOU:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

 

WHERE THE POSITION IS LOCATED:

  • Chicago, IL- Remote to Start

 

WHY THIS ROLE IS IMPORTANT:

  • This role will work collaboratively across company Operations to ensure compliance with company’s reputation and regulatory requirements, to mitigate risk and avoid financial loss.
  • Review inbound requests in email and from websites and input data into Business Process Management platform.
  • Facilitate the processing of trade corrections upon instruction from portfolio management desk, updating trade detail in the portfolio accounting system and notifying sponsor programs
  • Facilitates client-directed changes to existing portfolios (e.g., registration changes, security restriction requests, terminations, etc.)
  • Review account exception reports to identify potential risk outliers.

DESIRED QUALIFICATIONS:

  • BA/BS required (Business Administration, Accounting or Finance preferred)
  • Financial Services / Wealth Management knowledge
  • Technical skills with Excel Macros, VBA, SQL or similar
  • General knowledge of financial markets and basic economics concepts (Fixed Income and equity markets)
  • Knowledge of financial products, specifically Separately Managed Accounts (SMAs)
  • Employee Type: Contract
  • Location: CHICAGO, Illinois
  • Category: Information Technology
  • Date Posted: 06/18/21
Apply Today!
Apply Today!

Apply Today!

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