Investment Operations Specialist (Finance)

TL;DR

Investment Operations Specialist (Finance): Supporting conversion plans and onboarding processes for a client platform with an accent on fund lineup review and CRM data management. Focus on coordinating with implementation managers and ensuring seamless transition of qualified plans.

Location: Malaysia; Working hours: US Eastern Time (8:30am - 5:30pm)

Salary: $6 per hour

Company

A specialized agency providing operational support and workforce solutions for diverse business processes.

What you will do

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

Requirements

• Strong understanding of how mutual funds, stable value funds, CITs, and ETFs trade and settle.
• Ability to work US Eastern Time (8:30am - 5:30pm).
• Proven ability to prioritize tasks and manage client expectations.
• High degree of organization, dependability, and analytical problem-solving skills.
• Effective communication and collaboration skills for internal and external stakeholders.

Nice to have

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