Investment Operations Specialist - Onboarding & Fund Setup

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

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.