Investment Operations Specialist - Freelance Project job opportunity at Meridial.

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Meridial Investment Operations Specialist - Freelance Project
Experience: General
Pattern: full-time
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Business & Professions

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degreeGeneral
Philippines

Investment Operations SpecialistWHO 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

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