Investment Operations Specialist

Job Title: Investment Operations Specialist

Location: Harrisburg, PA 17101 (Hybrid, 60% onsite)

Duration: Contract - 12 months (Jan 1st week, 2027 - Jan 31, 2028). Extension likely. Conversion possible based on availability.

Pay Range: $20.55 to 22.55/hr (W2)

Job ID: 412064

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 Investment Operations Specialist to join our operations team. The ideal candidate will have strong experience in banking operations, data processing, Excel and Access, and a proven ability to execute high-volume, deadline-driven back-office processes with accuracy and control.

Responsibilities:

• Collaborate with Management, GFS, Client Services Group (CSG), Accounting, cash management banks, and brokerage firms to monitor daily workflows.
• Facilitate investor back-office processes including downloading bank reports and files from banking platforms.
• Upload files of various types to internal shareholder systems and upload cash flows and trades.
• Enter transactions into internal accounting systems and reconcile lockbox image and check item files.
• Work with broker-dealers and banks to maintain CD programs, process CD/TERM rates and transactions, and resolve disputes.
• Transmit batch wire and ACH files to cash management banks and process stop payments and fraud cases via banking partners.
• Resolve transaction discrepancies between accounting systems and bank records with prompt, accurate resolutions.
• Support CD interest and check deposit processing and process orders for checks and deposit tickets.
• Participate in organizational projects that involve the Processing team.

Required Skills & Qualifications:

• 1+ years of experience in asset management, financial services, or banking, with bank operations and data analysis exposure preferred.
• Advanced proficiency with Microsoft Outlook, Excel, and Access for transaction processing and reconciliation.
• Ability to analyze and organize data, follow procedures, and update process documentation when necessary.
• Excellent written and spoken communication skills with the ability to collaborate across teams.
• Proven ability to manage multiple priorities and perform under strict deadlines in a high-volume environment.

Preferred Skills:

• Associate's or Bachelor's degree in finance, economics, accounting, or a related field.
• Advanced experience with Visual Basic for Applications (VBA).
• Previous banking experience and familiarity with brokerage and CD program operations.

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.

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.