Investment Operations Specialist - Freelance Project

Invisible Agency; Remote; MYR 100,000 - 150,000; Part time

Job summary

A financial services company seeks an Investment Operations Specialist for a freelance project based in Malaysia. This role is crucial in facilitating onboarding plans to the company's platform, requiring strong communication, organization, and a good understanding of financial instruments. Responsibilities include reviewing fund lineups, preparing applications, and maintaining client data in CRM systems. This is a remote position with a rate of $6 per hour, working US Eastern Time hours.

Qualifications

• Good understanding of mutual funds, stable value funds, CITs, and ETFs.
• Ability to prioritize tasks and manage client expectations.
• Demonstrate a high degree of organization and dependability.

Responsibilities

• Review and identify issues with potential fund lineups.
• Prepare fund applications for third-party fund companies.
• Coordinate transitions of new plans onto the client’s platform.

Skills

Team-oriented

Proactive problem-solving

Strong communication skills

Analytical thinking

Tools

Google Workspace

Slack

Salesforce

Zendesk

Jira

Job description

Investment Operations Specialist - Freelance Project

Malaysia

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