Investment Operations Senior Specialist



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Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142



Job Description

Will work in a core team of 2 corporate action specialists, manage and process the entire lifecycle of corporate actions; works with FO, Treasury, Inv. Accounting, Performance and, Custodians in multiple systems: e-Cap, Trading System (Bloomberg - AIM), M-EDM and PFI.

Primary Duties and Responsibilities

● Ensure accurate and efficient execution for transactions in all asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic, fixed income, common stock, derivatives, foreign, private placements, real estate equity and mortgage loans.

● Work with bank representatives, brokers, traders and front office to settle trades efficiently.

● Respond to inquiries regarding investment holdings and activity.

● Maintain investment data for more complex security types in various systems, conduct reconciliations and work closely with Managed Investment's business partners.

● Assure timely and accurate investment positions, commitment updating and critical attributive investment data.

● Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard and moderately complex problems.

● When requested by business partners, conduct in-depth analysis regarding investment holdings, trading activity, and other investment initiatives.

● Train new staff members and may serve as a technical expert on assigned investments and related procedures.

● Stay informed of industry changes and developments that affect processing procedures.

● Assist with developing and implementing business process improvements, new initiatives, procedures, and workflows. Participate in system enhancements, projects and upgrades. May take leadership role in certain areas of expertise.

● Interpretation and analysis of legal documents to ensure adherence to contractual terms and amendments.


● Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.

● Three or more years of related, investment operations experience preferred.

● Requires knowledge, experience and skill across a variety of investment asset and transaction types.

● Previous experience with investment operational and accounting systems.

● Strong verbal and written communication skills.

● Strong problem-solving skills and analytical ability.

ManpowerGroup recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At ManpowerGroup, we are committed to providing accommodations, and will work with you to meet your needs.