Investment Operations Specialist - Freelance Project

Meridial; Malaysia; On-site; MYR 28,213 - 40,182; Part time

Job summary

Meridial is seeking an Investment Operations Specialist for a freelance project based in Malaysia. This role is crucial for facilitating fund onboarding and supporting processes that enhance the client experience on our platform.

The ideal candidate will collaborate across various teams, ensuring the smooth transition of plans while maintaining exceptional service standards. Knowledge of mutual funds and CRM tools will be beneficial.

Work hours align with US Eastern Time at a competitive rate of $6 per hour.

Qualifications

• Understanding of mutual funds and ETFs.
• Experience with CRM tools is a plus.
• Strong organizational skills.

Responsibilities

• Coordinate with implementation teams for client onboarding.
• Review fund lineups for issues.
• Maintain client data in CRM systems.

Skills

Collaboration

Problem-solving

Organization

Communication

Tools

Google Workspace

Salesforce

Slack

Jira

Zendesk

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