AMVETS Jobs

POSITION SPECIFICATIONS: Bachelors degree in business, economics or finance or equivalent experience. One year business experience or college internship in a related area preferred. General understanding of investments and financial markets. Strong computer skills including experience with Microsoft Word and Excel required. MAJOR DUTIES: The purpose of this position is to support the trading, portfolio management, and proxy voting functions. The Investment Operations Specialist will have knowledge of all basic functions performed in Operations including new account initialization, trade support, and proxy voting. The Investment Operations Specialist will effectively interface with clients, brokers, and portfolio managers. Support the trading and portfolio management functions of the Boston office. Conduct pre-market open reconciliations, process deposit and withdrawal requests from brokers and clients. Review new account documents for completeness and accuracy, set up new accounts. Coordinate first day of trading for new accounts through communication with the client, the Boston trading desk, and other Investment Operations Specialists. Perform pre-market-open reconciliation procedures to ensure that client account data in the portfolio accounting systems is accurate. Researching cash breaks, maintenance of portfolio accounting systems through the updating of other client data. Provide a high level of quality service to both internal and external clients. Answer questions from clients, brokers, consultants, and sales staff regarding new account processing matters. Prepare internal reports for management regarding new account activity and the status of in process new accounts. HOURS/LOCATION: 7:30 a.m. - 4:00 p.m. (Overtime as required) Hybrid work environment (in-office / remote) Federated MDTA LLC Boston, MA 02110 EXPLANATORY COMMENTS: Excellent analytical and problem-solving skills, attention to detail, accuracy, and timeliness Excellent interpersonal and communication skills with ability to work in a team environment For consideration, please visit our company website and reference job # 9278 We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas. EOE Including Disability / Vets Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firms equal employment opportunity statement, Federated Hermes will also take affirmative action to ensure that minorities, females, veterans, and qualified people with disabilities are considered for employment and promotional opportunities.