Freelance Investment Operations Specialist

AgencyPhilippines

On-site Contract $6/hr - $6/hr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.

Experience Level

Entry Level

Qualifications

Key Qualifications:Proven ability to work effectively with different teams and stakeholdersDeep understanding of investment vehicles and their operationsExcellent communication and organizational skillsStrong problem-solving abilities and analytical thinkingAbility to manage client expectations and prioritize workload

About the job

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are in search of a dedicated Investment Operations Specialist to join our team on a freelance basis. This pivotal role supports the various processes that facilitate the onboarding of clients onto our platform. You will work collaboratively with internal teams to enhance the onboarding experience and deliver exceptional service to plan sponsors.

WHAT WILL YOU BE DOING?

Identifying and resolving issues related to potential fund lineups
Preparing Fund Applications for third-party fund companies using client information
Coordinating with Implementation Managers and Investment teams for the successful transition of new and conversion-qualified plans onto the client’s platform
Updating, maintaining, and reviewing client data within CRM systems
Collaborating with internal teams to meet expected timelines
Assisting in the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS

The Necessities

A collaborative, optimistic, and flexible mindset with a strong focus on results
Comprehensive understanding of mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs)
A passion for learning, creating, and effective communication
Strong analytical skills and a proactive approach to problem-solving
A high level 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 experience with compliance or record-keeping systems (e.g., SunGard Relius, ASC, FIS)

Available hours: US Eastern Time (8:30 am - 5:30 pm)

Hourly Rate: $6

About Agency

We are a dynamic agency dedicated to delivering top-tier investment solutions. Our culture fosters collaboration, innovation, and growth, making it an exciting environment for professionals seeking to make an impact.

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Mar 1, 2026

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