Investment Operations Specialist - Freelance Project

Agency

India, India
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 onboarding processes for clients' platforms, emphasizing collaboration with internal stakeholders. Ideal candidates should possess a strong understanding of investment products, demonstrate problem-solving skills, and be organized and dependable

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.
  • Support the creation and maintenance of written operating procedures related to assigned functions.

Matching Summary

Match Score: 75

The Investment Operations Specialist position is a freelance role focused on supporting onboarding processes for clients' platforms, emphasizing collaboration with internal stakeholders. Ideal candidates should possess a strong understanding of investment products, demonstrate problem-solving skills, and be organized and dependable.

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
  • Maintain client data in CRM
  • Mutual fund, CIT, ETF trading
  • Proactive problem-solving

Nice-to-have

  • Optimistic and flexible
  • Team-oriented and results-driven
  • Affinity for learning and communication
  • High degree of organization
  • Ability to prioritize tasks

Key Requirements

  • Understanding of fund trading and settlement
  • Experience with collaboration tools
  • Knowledge of ERISA rules

Work Rights

Not specified

Tailored Resume

Cover Letter