<p>Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist.</p> <p>Responsibilities:</p> <ul> <li>Performs a variety of operational duties within an assigned area of Investment Operations </li><li>Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review </li><li>Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers </li><li>Ensures the accuracy of account statements and information </li><li>Verifies account entries, ensures totals balance and prepares correcting adjustments as needed </li><li>Ensures that all documentation requirements are satisfied </li><li>Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees* Bachelor's degree in finance or related field, or equivalent work experience </li><li>One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market </li></ul> <p>Preferred Skills/Experience:</p> <ul> <li>Thorough knowledge of bank loan operational functions, systems, and procedures </li><li>Moderate credit agreement interpretation abilities and analytical skills </li><li>Strong analytical, problem-solving, decision-making, and organizational skills </li><li>Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment </li><li>Strong interpersonal, verbal and written communication skills </li><li>Proficient computer navigation skills using a variety of software packages including Microsoft Office applications </li><li>Basic knowledge of Wallstreet Office, SEI, Solvas and CDO Suite preferred </li></ul>