Opus Bank
Investment Processing Associate (Finance)
Job Locations US-CO-Denver
ID 2019-3526 # of Openings 1 Category Pensco
PENSCO is an industry leading custodian for self-directed retirement accounts holding alternative investments. We provide white glove treatment to high value clients, High Net Worth individuals and Institutional Investors, and as such our roles demands keen attention to detail, a working knowledge of the financial services industry, and a drive for perfection.
The Investment Processing Associate is responsible for reviewing, interpreting, and executing investment transactions related to private equity, real estate and private debt. This position will be required to provide premier service to clients and any affiliate in reviewing, researching and completing investment transactions as well as support the investment review team in expediting alternative investment transaction by way of funding and investor documentation fulfillment all the while adhering it to IRS guidelines, regulators, and internal polices/procedures. A primary focus of this role is to mitigate company risk/financial exposure by monitoring for transactional irregularities while providing expedient investment settlement.
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