Lead Specialist Investment Operations

Job Posting Title

Lead Specialist, Investment Operations

Summary of the Job

The Lead Specialist, Investment Operations supports the investment team by providing accurate trade input, platform administration and end-of-day processing across trading and portfolio management platforms. The role plays a key part in maintaining operational continuity through providing support and backup coverage and ensuring stakeholders are provided with timely, reliable reporting across Wealth Management investment platforms.

Omaha - FN Business Park

About This Role (primary & additional responsibilities, day-to-day activities)

Operational and Trade Support for Investment Functions

Partner with the fixed income team to accurately input and upload trades across platforms

Execute end of day processes for trading and reporting platforms

Maintain data integrity across all trade activities

Assist with trade settlement issues

Platform Administration and Maintenance

Update and maintain portfolio management (APX) and trading platforms (Moxy) including:

Importing and updating prices

Account opening, closing and ongoing maintenance

Account coding updates

Reconciliation and Backup Coverage

Serve as backup support for daily reconciliation

Coordinate reconciliation with various custodians

Ensure continuity and accuracy during staff absences and/or peak periods

Reporting & Process Improvement

Produce timely and accurate reporting for both client-facing and internal stakeholders

Identify opportunities to streamline workflows and improve operational efficiency

Document processes to support consistency and knowledge transfer

The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)

The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)

Attention to Detail: Commitment to precision across trade, platform and reconciliation activities

Analytical Thinking: Strong problem solving skills applied to data, discrepancies and process gaps

Industry Knowledge/Financial Systems Proficiency: Experience with APX, Moxy, TrustDesk, Raymond James Advisor Access or equivalent systems; understanding of the trade settlement process

Communication: Strong verbal and written communication skills to coordinate with internal teams and external custodians

Time Management: Ability to prioritize and execute accurately under time sensitive conditions

Organization: Strong organizational skills with ability to manage multiple priorities and competing deadlines independently

Minimum Qualifications:

Required:

Bachelor’s degree or equivalent work experience

Strong analytical and critical thinking skills

Proficiency in Microsoft Excel

Demonstrated ability to operate in a team-oriented and deadline driven environment

Desired:

Experience with securities operations

Knowledge of bank systems and platforms

Familiarity with Advent APX/Moxy

Understanding of fiduciary services and regulatory requirements