Our client in Springfield Ma is seeking an Investment Consultant-Cash & Securities Mgmt for a hybrid model contract role.
Consultants must be able to work onsite in Springfield Ma 3 days a week.
Consultants must be able to work on our W2.
No Corp to corp submissions accepted for this role.
Top skills required for the Investment Consultant
- Accounts Receivable/Payable/Cash Reconciliation experience
- Suspense balancing
- Bank loan back office operations experience- WSO system experience
- Quick learner and attention to detail
- Bachelors degree preferred, HS Diploma or GED required
Benefits:
As a W2 contract employee of Fast Switch you are eligible to participate in the following benefits we offer:
- Our 401(k) has a 3% match that vests immediately.
- Health, Dental and Vision Insurance
- Our healthcare plan is a high deductible plan with a health savings account (HSA). The deductions will be withheld pre-tax, saving you taxes on the premium.
- Short and Long Term Disability insurance is provided to all eligible Team Members.
Investment Consultant Overview
As a Cash & Securities Management Consultant, you will need to have working knowledge of back office securities operations functions. You will maintain the lifecycle of the assets in accordance with established policies and procedures.
Responsibilities
- Forecast and validate expected cash flows related to investments.
- Research, analyze, validate and process security related transactions (redemptions, corporate actions, etc) on the accounting system, many times collaborating with others across the organization.
- Perform reconciliations, including exception oversight, analysis and resolution
- Triage and prioritize scheduled work as well as ad-hoc requests as received
- Partner with vendors, banks and Investment Managers
- Maintain and improve workflows and procedures as needed
Requirements
- Accounts Receivable/Payable/Cash Reconciliation experience
- Suspense balancing
- Bank loan back office operations experience- WSO system experience
- Quick learner and attention to detail
- Bachelors degree preferred, HS Diploma or GED required