Investment Operations Specialist - Freelance Project

Overview

Support the processes that move new and conversion plans onto the client's platform, working cross-functionally to improve the onboarding experience and serve plan sponsors.

What you'll do

• Review and identify issues with potential fund lineups.
• Prepare fund applications for third-party fund companies with client information.
• Coordinate with Implementation Managers and Investment teams to transition new and conversion-qualified plans onto the client's platform.
• Update, maintain, and review client data within CRM systems.
• Ensure collaboration with all internal teams to meet expected timelines.
• Support the creation and maintenance of written operating procedures related to assigned functions.

What you'll need

• Optimistic, flexible, creative, team-oriented, and results-driven, with the ability to collaborate effectively with internal and external stakeholders.
• Good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle.
• Affinity for learning, creating, and communicating effectively.
• Proactive and analytical, able to problem-solve and propose solutions.
• High degree of organization and dependability.
• Ability to prioritize tasks and manage client expectations.

Nice to have

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira.
• General knowledge of ERISA rules and requirements, and experience with one or more compliance or record-keeping systems (e.g. SunGard Relius, ASC, FIS).

Details

• Freelance project.
• Hours: US Eastern Time, 8:30am to 5:30pm.
• Rate: $6 per hour.