Investment Operations Specialist - Freelance Project

Meridial; Chile; Presencial; CLP 6.233.199 - 8.877.586; A tiempo parcial

Descripción de la vacante

Meridial in Chile is seeking an Investment Operations Specialist for a freelance project. This position is vital for supporting various onboarding processes and enhancing the client experience. You'll work closely with internal teams, ensuring the smooth transition of clients to our platform.

Ideal candidates are optimistic, flexible, and possess a strong understanding of investment funds. The role requires excellent coordination skills, attention to detail, and flexibility to work in US Eastern Time. This position offers $6 per hour.

Formación

• Good understanding of mutual funds, CITs, ETFs, and trading processes.
• Proactive and analytical with strong problem-solving skills.
• Ability to manage tasks and client expectations effectively.

Responsabilidades

• Review and identify issues with potential fund lineups.
• Prepare Fund Applications for third-party fund companies.
• Coordinate with teams to transition new plans onto the platform.

Conocimientos

Collaboration

Problem-solving

Organizational skills

Herramientas

Google Workspace

Salesforce

Jira

Descripción del empleo

Investment Operations Specialist - Freelance Project

Chile

Investment Operations Specialist

WHO ARE WE LOOKING FOR?

We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.

WHAT WILL YOU BE DOING?

• Review and identify issues with potential fund lineups
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully 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

REQUIREMENTS

The Necessities

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions
• Demonstrate a high degree of organization and dependability
• Ability to prioritize tasks and manage client expectations

The Extras

• 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 / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour