11 days ago
Investment Operations Specialist
Meridial Marketplace, by Invisible
Hybrid
Full Time
$12,480
Hybrid
Job Overview
Job TitleInvestment Operations Specialist
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$12,480
LocationHybrid
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Job Description
Investment Operations Specialist
We are seeking an Investment Operations Specialist to play an integral role in supporting conversion plans that onboard clients to our platform. This position requires cross-functional collaboration with internal stakeholders to enhance the onboarding experience and deliver exceptional service to plan sponsors.
What Will You Be Doing?
- 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 for the successful transition of 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
- Optimistic, flexible, creative, team-oriented, and results-driven.
- Ability to effectively collaborate with both internal and external stakeholders.
- Good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle.
- Demonstrated affinity for learning, creating, and communicating effectively.
- Proactive and analytical, capable of problem-solving and proposing solutions.
- 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.
- Experience with one or more compliance / record-keeping systems (e.g., SunGard Relius, ASC, FIS).
This role operates within US Eastern Time (8:30am - 5:30pm).
Key skills/competency
- Investment Operations
- Fund Administration
- Client Onboarding
- CRM Systems
- ERISA Compliance
- Mutual Funds
- ETFs
- Project Management
- Stakeholder Collaboration
- Data Management
How to Get Hired at Meridial Marketplace, by Invisible
- Research Meridial Marketplace, by Invisible's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume for investment operations: Highlight experience with fund administration, client onboarding, and CRM systems, aligning with Meridial Marketplace's needs.
- Showcase relevant financial instrument knowledge: Emphasize your understanding of mutual funds, ETFs, and other investment vehicles critical for this role.
- Prepare for behavioral questions: Demonstrate your problem-solving, collaboration, and client expectation management skills through specific examples.
- Understand the freelancing model: Be ready to discuss how your organizational skills and dependability will ensure success in a project-based, remote environment.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What is the primary focus of the Investment Operations Specialist role at Meridial Marketplace?
02What specific financial instruments should I be familiar with for this Investment Operations Specialist position?
03What CRM and project management tools are used by Meridial Marketplace for this role?
04Does this Investment Operations Specialist role require knowledge of ERISA rules?
05How important is collaboration for the Investment Operations Specialist at Meridial Marketplace?
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