Investment Operations Specialist - Freelance Project

Invisible Expert Marketplace

Chile, Chile
$6 ph; not specified; not specified
On-site
Fund lineups review
Prepare fund applications
Coordinate plan transitions
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform

Job Summary

  • This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
  • You will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
  • Prepare fund applications for third-party fund companies with client information and coordinate with implementation managers and investment teams.

Matching Summary

This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.

Salary

$6 per hour; Not specified; Not specified

Skills & Requirements

Must-have

  • fund lineups review
  • prepare fund applications
  • coordinate plan transitions
  • update client data in CRM
  • maintain operating procedures
  • understand fund trading and settlement

Nice-to-have

  • collaboration and project management tools
  • knowledge of ERISA rules
  • experience with compliance systems

Key Requirements

  • Optimistic, flexible, creative, team-oriented, results-driven
  • Ability to collaborate with stakeholders
  • Affinity for learning, creating, and communicating
  • Proactive and analytical problem-solver
  • High degree of organization and dependability
  • Ability to prioritize tasks and manage expectations

Work Rights

Not specified

Tailored Resume

Cover Letter