Investment Operations Associate

Truity Partners is supporting a prominent financial firm in downtown Milwaukee with their search for an Investment Operations Analyst. This is a full-time, temporary opportunity (4–5 months estimated duration) with the potential to convert to a permanent role. The position offers a hybrid schedule (free parking provided for onsite days), with target compensation of $27.00–$29.00 per hour, based on experience and qualifications.

• Review and reconcile post-trade activity across internal systems and external counter parties
• Communicate with external partners and brokers via phone and email to resolve discrepancies
• Ensure accurate and timely data for reporting and compliance purposes
• Process data updates in accordance with internal controls and established procedures
• Support additional operational tasks and projects as needed

• Bachelor’s degree in Finance, Accounting, or a related field preferred
• Background in detail-oriented, process-driven roles within finance or accounting preferred
• High attention to detail with a proactive, ownership-oriented mindset
• Strong communication skills and ability to work effectively with internal and external partners
• Ability to thrive in a fast-paced, deadline-driven environment