Investment Operations Specialist - Freelance Project

Agency

Malaysia, Malaysia
Base: $6 ph; bonus/equity: not specified; benefits...
On-site
Review fund lineups
Prepare fund applications
Coordinate plan transitions
The Investment Operations Specialist position is a freelance role focused on supporting the onboarding processes for clients' investment plans. The specialist will collaborate across various teams to enhance the client experience and maintain accurate data management

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.
  • Responsibilities include reviewing fund lineups, preparing fund applications, coordinating plan transitions, and updating client data within CRM systems.

Matching Summary

Match Score: 75

The Investment Operations Specialist position is a freelance role focused on supporting the onboarding processes for clients' investment plans. The specialist will collaborate across various teams to enhance the client experience and maintain accurate data management.

Salary

Base: $6 per hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Review fund lineups
  • Prepare fund applications
  • Coordinate plan transitions
  • Update client data in CRM
  • Collaborate with internal teams
  • Maintain operating procedures
  • Understand fund trading and settlement

Nice-to-have

  • Optimistic, flexible, creative
  • Team-oriented, results-driven
  • Affinity for learning and communication
  • Proactive and analytical problem-solver
  • High degree of organization
  • Ability to prioritize tasks

Key Requirements

  • Experience with collaboration tools
  • Experience with project management tools
  • Experience with CRM tools
  • General knowledge of ERISA rules
  • Experience with compliance/record-keeping systems

Work Rights

Not specified

Tailored Resume

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