Investment Operations Specialist - Freelance Project
Core
Support conversion plans and onboarding processes for client platforms by managing fund lineups, preparing applications, and coordinating with investment teams.
Role type
Investment Operations Specialist
Builds
Onboarding processes for plan sponsors onto client platforms
Domain
Financial Services / Investment Operations
Deliverable
client delivery
Required skills
Fund settlement knowledge, CRM data management, operating procedure documentation, cross-functional collaboration, task prioritization
Preferred skills
ERISA rules knowledge, compliance/record-keeping systems experience, project management tools
Technologies
Google Workspace, Slack, Salesforce, Zendesk, Jira, SunGard Relius, ASC, FIS
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, Support creation of written operating procedures
Seniority
Individual Contributor, hourly contract
