Investment Operations Specialist (Fintech)

TL;DR

Investment Operations Specialist (Fintech): Supporting processes for conversion plans onboarding to a client's platform with an accent on fund lineup review and fund application preparation. Focus on coordinating with implementation managers, updating CRM systems, and ensuring timely plan transitions.

Location: Philippines. Work hours: US Eastern Time (8:30am - 5:30pm)

Salary: $6 per hour

Company

hirify.global is a service provider that helps clients optimize and scale their operational processes.

What you will do

• Review and identify issues with potential fund lineups.
• Prepare Fund Applications for third-party fund companies using client information.
• Coordinate with Implementation Managers and Investment teams to transition new plans onto the platform.
• Update, maintain, and review client data within CRM systems.
• Collaborate with internal teams to ensure all expected timelines are met.
• Support the creation and maintenance of written operating procedures.

Requirements

• Strong understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle.
• Ability to prioritize tasks and manage client expectations effectively.
• Proactive and analytical approach to problem-solving.
• High degree of organization and dependability.
• Ability to collaborate effectively with internal and external stakeholders.

Nice to have

• Experience with Google Workspace, Slack, Salesforce, Zendesk, and Jira.
• General knowledge of ERISA rules and requirements.
• Experience with compliance or record-keeping systems such as SunGard Relius, ASC, or FIS.