Join the Cash Operations team within the Banking Services division, a part of the Fund and Cash Operations (FCO) group at a Fortune 500 investment firm. The team consists of 8 members and focuses on banking services, transfer agents, and cash flow operations. This role involves supporting various projects, maintaining business processes, and providing contingency support during high-volume periods.
Job Responsibilities:
Project Coordination:
Help navigate and coordinate multiple projects across different departments within the organization.
Communicate effectively with various teams and stakeholders, ensuring alignment and progress.
Lead or co-lead projects as assigned, working independently with minimal supervision.
Business Process Support:
Establish, document, and maintain business processes and procedures.
Assist with the setup of project and work breakdown structures.
Monitor and track progress, ensuring adherence to goals, deadlines, metrics, and budgets.
Operations and Processing:
Provide contingency support for cash operations during high-volume periods.
Perform back-office processing tasks, such as reconciliation, transaction processing, and cash flow management.
Ensure accuracy and quality in all operations to minimize financial impact.
Technical Support:
Maintain and manage project data using SharePoint, including building or maintaining flows through Power Automate (bonus).
Use intermediate Excel skills for data entry, analysis, and reporting.
Skills and Qualifications:
Bachelor's degree in business management, economics, finance, human resources, or a related field.
1-2 years of related work experience preferred; candidates with some work experience beyond college are ideal.
Background in project coordination and/or back-office processing is a strong plus.
Basic to intermediate Excel skills (e.g., data entry, basic formulas, formatting).
SharePoint experience preferred; familiarity with Power Automate is a bonus.
Banking, cash flow operations, or financial industry experience.
Familiarity with retirement account types (e.g., IRA vs. 401k) is beneficial.