Investment Operations, Consulting to Hire, with Eagle Systems

Job title:

Investment Operations, Consulting to Hire, with Eagle Systems

Company

Resources Global Professionals

Job description

About This RoleRGP has a client with multiple CONSULTING-TO-HIRE (i.e. TEMP-TO-PERM) roles, supporting this RGP Financial Services Client’s Investment Operations Group.

• ROLES REQUIRE HYBRID ONSITE 3-4 DAYS. (Candidates can work at any one of these clients locations, either New York, NY or Boston, MA or Springfield, MA).
• Strong Systems Experience in EAGLE SYSTEMS (strongly preferred) e.g. EAGLE PACE, EAGLE STAR, or other relevant large company Investment Accounting or Data Management Platforms.
• RGP’s Client Investment Operations team is agile and works independently, yet collaborates with departments across the client organization. Candidates must have strong attention to detail, be able to multi-task, thrive in a fast-paced work environment, have strong interpersonal skills and have a continuous improvement mindset.

What You Will Work OnAs an Investment Operations Consultant for this RGP Client, you will perform activities consistent with the specific role such as Cash and Securities Management, securities transaction processing, data reconciliation and validation and/or oversight over the lifecycle of invested assets and portfolios. Responsibilities may include assisting in onboarding new managers and investment types, relationship management, customer support, calculation of forecasts and funds available for investing, general ledger balancing, reporting, reconciliations, payment validations, and complex transaction processing.What You Will BringYou will bring strong working knowledge of back office securities operations functions in order to maintain the lifecycle of the Investment Assets in accordance with established policies and procedures, which may include:

• Forecasting and validation of expected cash flows related to investments.
• Analyzing and validating and processing security related transactions, such as redemptions and corporate actions, on the accounting system.
• Performing reconciliations, including exception oversight, analysis and resolution
• Managing and executing ad-hoc accounting, data and reporting requests.
• Partnering with vendors, banks and Investment Managers
• Maintaining and improving workflows and procedures as needed
• Reconciling general ledger suspense lines on a daily and monthly basis

Minimum Qualifications:

• 5+ years working in the financial services sector in similar investment operations capacity
• Four-year Bachelor’s Degree or other relevant Advanced Degree
• Back-office securities operations experience or similar experience e.g. reconciliation of cash to receivables/payables
• Advanced knowledge and experience using Microsoft Office products (primarily Excel, PowerPoint)
• SAP and Eagle Systems experience is strongly preferred.
• Banking and Treasury experience
• Must be eligible to work in the United States without sponsorship now or in the future
• Ability to problem solve and resolve issues independently, and know when to escalate appropriately
• Excellent verbal and written communication skills
• Strong inter-personal skills to facilitate building positive working relationships
• Risk and controls awareness
• Ability to multi-task and thrive in a fast-paced environment
• Strong attention to detail
• Recognition of patterns and trends in data operations and proven ability to improve processes

What You Can Expect

• Variety of workplace arrangements including hybrid, remote, onsite.
• Compensation commensurate with employee qualifications, experience, and other factors including geographic location, market, and operational factors.
• Pay Range: IDEALY HOURLY PAY IS IN THE RANGE OF $45-65/HOUR. HYBRID ONSITE IS REQUIRED FOR MOST ROLES (3-4 DAYS).
• Benefits: Medical, Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, Professional development program, Paid Time Off, Paid Sick Time (in geographies where legally required)
• An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies, and qualities that set our team apart.

What We DoAt RGP, we’re creating a future where businesses produce their best work without constraints. We’ve built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team’s excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It’s time to rethink how work gets done. Dare to Work Differently® with RGP.RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.

Expected salary

$45 – 65 per hour

Location

Springfield, MA – Boston, MA

Job date

Wed, 19 Feb 2025 05:55:03 GMT

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