Pyramid Consulting, Inc · 1 day ago
Investment Operations Specialist
Cincinnati, OH
Contract
Onsite
Entry, Mid Level
$21/hr - $23/hr
2+ years expPyramid Consulting, Inc. is a leading Financial and Banking Industry company, and they are seeking an Investment Operations Specialist for a contract opportunity in Cincinnati, OH. The role involves validating account documentation, ensuring timely account openings, and communicating with internal contacts while embracing technology to solve problems.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
Responsibilities
These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts
As a functional opener, you will be accountable for the following:
Validate new account documentation is completed
Ensure account openings are processed timely and accurately based on client elections, with critical documents being retained within systems of record, including initiation of fee billing for new accounts
Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
Embracing technology and finding new ways to solve problems
As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services
We provide a career path that can lead to working on deals of more complexity and with increasing autonomy
Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts
Qualification
Required
Key skills; Client Service, Investment Management, and Front Office operations
Associate degree, or equivalent work experience
Two to four years of job-related experience, preferably in institutional trust and/or financial industry
Thorough knowledge of trust administration, mutual fund products, and sales
Thorough knowledge of account management, trust operations, project management, and legal regulations
Ability to resolve complex problems with minimal guidance
Effective interpersonal, verbal, and written communication skills
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.
5001-10000 employees
H1B Sponsorship
Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase