Investment Operations Specialist - Freelance Project
Meridial
Date: 2 weeks ago
City: Kuala Lumpur
Contract type: Full time
Investment Operations Specialist
WHO 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
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Sr. Team Leader, Operations
Concentrix,
Kuala Lumpur
4 days ago
Essential Functions/Core Responsibilities
Lead Team Members, foster their professional development and growth via effective coaching and communication and promote teamwork and cooperation
Coach direct reports on their performance on a regular basis to ensure performance metrics are achieved
Identify performance related issues, develop an action plan for improvement, implement corrective action, up to and including termination of employment
Ensure service...
Technical Lead
HCLTech,
Kuala Lumpur
1 week ago
Technical Lead
Kuala Lumpur, Federal Territory of Kuala Lumpur
Job Summary
To be responsible for managing technology in projects and providing technical guidance / solutions for work completion
Key Responsibilities
1. To be responsible for providing technical guidance / solutions ;define, advocate, and implement best practices and coding standards for the team.
2. To develop and guide the team members...
Senior Facility Coordinator
JLL,
Kuala Lumpur
1 week ago
JLL supports the Whole You, personally and professionally.
Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and personalized benefits to manage...
