Investment Specialist jobs in Mississippi

SUMMARY

The Investment Operations Specialist is responsible for providing support to the Investment team in all aspects of operations, including back-office functions, and regulatory compliance. The successful candidate will be highly organized and detail-oriented, possess excellent communication and problem-solving skills, and be able to work both independently and collaboratively.

The Investment Operations Specialist is expected to be able to work with a wide range of stakeholders and external partners to ensure efficient operations. They should have the ability to interpret and understand regulations and communicate any changes to the Investment team. The role also requires the ability to develop and maintain tracking systems and procedures to ensure accuracy and quality in all tasks.

RESPONSIBILITIES

Investment Operations

· Monitor and analyze portfolio composition, performance, and risk.

· Assist in setting up new accounts and portfolios.

· Prepare reports for the Investment team.

· Manage and process transactions, including allocations, distributions, and trades.

· Liaise with custodians, brokers, and other external partners.

· Ensure compliance with all relevant regulations.

· Develop and maintain operational processes and procedures.

· Provide administrative support as needed.

REQUIREMENTS

· Bachelor’s degree in finance, economics, or a related field

· 1 years of experience in investment operations

· Knowledge of the investment industry and financial markets

· High level of accuracy and attention to detail

· Excellent communication, problem-solving, and organizational skills

· Ability to work independently and as part of a team

· Proficiency with Microsoft Office and other financial software

Core Values

1. We build and steward Trust: (A) We act in a manner worthy of trust. (B) We are open and honest. (C) We are authentic and transparent. (D) We treat our individual and corporate reputation as our most sacred asset.

2. We achieve exceptional Results:(A) We have energy and zeal for getting things done. (B) We place creating a positive outcome for the team ahead of our egos. (C) We have a can-do, will-do attitude. (D) We run with unrelenting clarity and focus on specific objectives and clearly defined outcomes that exceed expectations.

3. We hold ourselves Accountable: (A) We take responsibility for the positive or negative impact our individual choices have on the team and our clients. (B) We take ownership of our roles and the responsibilities entrusted to us and carry out those duties with a sense of sacred respect. (C) We take ownership of the impact our personal growth has on the collective and invest in our education and development. (D) We care enough about the overall health and well-being of our team to accept responsibility for our part when standards, deliverables, or timelines are not met.

4. We engage in healthy Conflict: (A) We do not engage in drama or combat. (B) We are kind, thankful, and caring when addressing issues. (C) We operate by providing each other with real-time feedback in a constructive manner. (D) We care enough about our outcomes to voice and debate our disappointments and differences in opinions, but we never use our voices to make demands or be demeaning.

5. We are Committed:(A) We dare to take charge within the scope of our responsibility. (B) We take the time necessary to gain clarity, alignment, and buy-in. (C) We challenge the status quo and find innovative ways to deliver on our promises. (D) We take immense pride in uniting ourselves behind decisions, committing to courses of action, and avoiding constant second-guessing and re-decisions.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work setting:

• Hybrid work

Experience:

• Fraud: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)
• SAP Finance & Controlling: 1 year (Preferred)

Work Location: Hybrid remote in Ridgeland, MS 39157