Entry Level/Recent graduate- Investment Specialist Job at HireTalent - Staffing & Recruiting Firm, Boston, MA

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  • HireTalent - Staffing & Recruiting Firm
  • Boston, MA

Job Description

The Operations Specialist – Security Master File is responsible for ensuring accurate and timely descriptive security information for all assets held by the firm . This role involves creating and maintaining security master setups across multiple systems, including GoldenSource, Custody SMF, and Eagle/STAR. The specialist will utilize various data vendors , financial publications, and other resources to ensure the integrity and accuracy of security master data for internal and external clients.

Key Responsibilities:

  • Security Master Data Management:
  • Perform timely and accurate security master setups for internal and external clients.
  • Verify and amend established security master files on GoldenSource, Custody SMF, and Eagle/STAR systems.
  • Continuously update and maintain SMF databases to ensure data accuracy and consistency.
  • Ensure all database information matches vendor data (e.g., Bloomberg, IDC).
  • Daily Operations and Workflow Management:
  • Manage daily volume and verify valid market identifiers for setup.
  • Process and resolve requests in pending queues that are not automatically routed.
  • Conduct quality control reviews and resolve conflicting information across data vendors.
  • Research and escalate problem items to ensure efficient issue resolution.
  • Collaboration and Client Support:
  • Act as a liaison for internal clients regarding security information inquiries and issues.
  • Communicate professionally through verbal and written channels with stakeholders.

Required Qualifications:

  • Bachelor’s degree (BA/BS) or equivalent work experience.
  • Demonstrated proficiency in PC skills.
  • Strong problem-solving skills with the ability to identify, escalate, and resolve issues effectively.
  • Excellent time management and organizational skills to meet deadlines in a fast-paced, high-pressure environment.
  • Detail-oriented, proactive, and motivated individual capable of working independently and in a team setting.

Preferred Qualifications:

  • Experience with data vendors and depositories, such as Bloomberg, IDC, DTC, and Euroclear.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Familiarity with security master file systems, including GoldenSource, Custody SMF, and Eagle/STAR.

Job Tags

Work experience placement,

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