Truity Partners · 6 days ago
Investment Operations Analyst
Milwaukee, WI
Full-time
Hybrid
New Grad, Entry Level
$27/hr - $29/hrTruity Partners is supporting a prominent financial firm in downtown Milwaukee with their search for an Investment Operations Analyst. The role involves reviewing and reconciling post-trade activity, communicating with external partners, and ensuring accurate reporting and compliance data.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Review and reconcile post-trade activity across internal systems and external counterparties
Communicate with external partners and brokers via phone and email to resolve discrepancies
Ensure accurate and timely data for reporting and compliance purposes
Process data updates in accordance with internal controls and established procedures
Support additional operational tasks and projects as needed
Qualification
Required
Strong Excel skills; comfort working in spreadsheet-heavy, system-driven environments
High attention to detail with a proactive, ownership-oriented mindset
Strong communication skills and ability to work effectively with internal and external partners
Ability to thrive in a fast-paced, deadline-driven environment
Preferred
Bachelor's degree in Finance, Accounting, or a related field preferred
Background in detail-oriented, process-driven roles within finance or accounting preferred
Benefits
Free parking provided for onsite days
Company
Truity Partners
Truity Partners provides recruitment and staffing services for the accounting, finance, and tax sectors.
Founded in 1995
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Denise Raunig
Interim CFO - MN Private Colleges Council
Carver Smith
Managing Partner – Recruiter, executive search, professional, public motivational speaker, coach
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