Investment Operations Specialist - Freelance Project
Agency- Location
- India
- Work mode
- Hybrid
- Type
- contractor
- Listed
Applications go directly to Agency. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Investment Operations Specialist for a freelance project. This role supports processes for onboarding conversion plans to a client's platform, collaborating with internal stakeholders to enhance the onboarding experience and provide service to plan sponsors. Responsibilities include reviewing fund lineups, preparing fund applications, coordinating plan transitions, and maintaining client data in CRM systems.
Skills and focus areas
- investment operations
- fund lineups
- fund applications
- plan onboarding
- crm systems
- operating procedures
- mutual funds
- stable value funds
- collective investment trusts (cits)
- exchange-traded funds (etfs)
- collaboration
- communication
Summary written by Ramai from the original posting. Full details and requirements are on Agency’s careers page.
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