Corporate Services
Capital Markets Operations Specialist
Indianapolis, IN • Full Time
Job Description
Thompson Thrift is seeking a Full-Time Capital Markets Operations Specialist to work out of the corporate office in Indianapolis, IN. The Capital Markets Operations Specialist will be the resident expert in all operations and technology services within the Capital Markets team. This role will work to ensure excellence in all aspects of department operations including but not limited to: investment management communications, systems reporting, record-keeping, resource organization and management, account management and configuration, investment management system troubleshooting, sub-ledger accounting organization and execution, system auditing, and all other operational needs. The Operations Specialist will work closely with the Directors of each the Capital Markets, Tax, and Accounting departments to ensure an efficient, cohesive, and well-supported operational environment for both our team members and our investment partners.
Duties & Responsibilities:
- Expert on all operations technologies - keeping the team informed and trained on all capabilities to ensure full buy-in and maximum effectiveness.
- Interact with operational systems Account Reps and Technical Support on a regular basis.
- Coordinate Capital Markets data with Accounting and Tax teams, assuring accuracy and timely information is pushed through.
- Responsible for all data within operational systems - ensuring that all investment partner and department data is set up and maintained correctly.
- Support for all training and questions regarding operational systems.
- Writing and maintaining policies and procedures for all operational systems.
- Oversees and advises on all investment partner communications out of operational systems, assuring accuracy of data and recipients before hitting “send” on all capital calls, distributions, reporting, etc.
- Oversees and advises on the creation of Internal and Investment Partner reports.
- Conducts data and system audits of all operational systems.
- Assist with investor portal experience (branding and images/videos relating to new fundraises and active investments).
- Other duties as assigned.
Qualifications:
- Four year Bachelor's degree or equivalent
- At least 3 years of experience in a similar role working with Investment Management software.
- Previous Real Estate, Finance, Fund Administration, and/or Accounting experience.
- Extensive experience with AppFolio Investment Management Services or equivalent software is preferred.
- Prior experience with Wrike project management software or equivalent software is preferred.
- Passionate about Data Organization, Compliance, and Integrity.
- Excellence in Leadership, Communication, Time Management, and Organizational skills.
- A mind for organizational efficiency and process optimization within a dynamic team structure.
- Superior attention to detail and a heart for representing accurate and purposeful information.
- Technological proficiency in the areas of Microsoft Office products, Real Estate Accounting tools, and Real Estate Investment Management systems.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Employees may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Performance of the required duties will require physical ability to climb permanent and temporary stairs, passenger use of construction personal hoists, ability to climb ladders and negotiate work areas under construction. Performing this job will sometimes require the employee to walk work sites that do not have infrastructure, this includes walking on uneven surfaces, through mud, through ruts, etc. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. Performing this job requires the use of hands to finer, handle, or feel objects, tools or controls, sit, talk and hear (bells, whistles, etc.), stand, climb, balance, stoop, kneel, crouch, or crawl. Employees must occasionally lift and/or move up to 50 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*May perform other duties as assigned.
At Thompson Thrift, we work to fulfill our mission daily 'to positively impact our team members and the communities we serve.' As a successful, 30+ year development and construction company, we are looking for team members who are inspired by our mission and share our core values of excellence, service, and leadership. Full time position with benefit package including health insurance, vision, dental, short and long-term disability, 401K and paid time off.
Are you ready to join our team?