Investment Operations Specialist: Onboarding & Data

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

Job summary

A financial services firm in Malaysia is seeking an Investment Operations Specialist to enhance onboarding experiences and provide exceptional service. You will collaborate with teams to manage fund lineups and client data. Ideal candidates are optimistic, flexible, and possess a solid understanding of various fund types. Experience with tools like Salesforce and Jira is essential. The role offers an hourly rate of $6.

Qualifications

• Good understanding of mutual funds, CITs, ETFs trade.
• Optimistic, flexible, and creative.

Responsibilities

• Review potential fund lineups.
• Prepare Fund Applications.
• Coordinate with teams for client transitions.

Skills

Team-oriented

Results-driven

Problem-solving

Analytical

Good communication

Tools

Google Workspace

Salesforce

Jira

Zendesk

Slack

Job description

A financial services firm in Malaysia is seeking an Investment Operations Specialist to enhance onboarding experiences and provide exceptional service. You will collaborate with teams to manage fund lineups and client data. Ideal candidates are optimistic, flexible, and possess a solid understanding of various fund types. Experience with tools like Salesforce and Jira is essential. The role offers an hourly rate of $6.