Investment Operations Specialist - Freelance Project
Core
Support conversion plans and onboarding processes for client platforms by managing fund lineups, preparing applications, and coordinating with internal teams.
Role type
Investment Operations Specialist
Builds
Onboarding experience for plan sponsors and transition of new/conversion qualified plans onto client platforms
Domain
Financial Services / Investment Operations
Deliverable
client delivery
Required skills
Fund trade/settlement knowledge, CRM data management, operating procedure documentation, task prioritization, problem-solving
Preferred skills
ERISA rules knowledge, compliance/record-keeping systems experience, project management tools (Google Workspace, Slack, Salesforce, Zendesk, Jira)
Responsibilities
Review and identify issues with potential fund lineups, Prepare Fund Applications for third-party fund companies, Coordinate with Implementation Managers and Investment teams, Update and maintain client data within CRM systems, Ensure collaboration with internal teams to meet timelines, Support creation and maintenance of written operating procedures
