The Operations Intermediate Specialist performs high level specialized operational investment fund activities in support of the firm’s business lines. S/he is a subject matter specialist typically dealing with moderately complex issues as they relate to his/her area of focus. These activities include fund account document review and execution, order placement and settlements, communication with fund companies, processing and recording, reporting and acknowledgement, and reconciliation.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree