IA
Hiring companyInvisible Agency
Verified today
Investment Operations Specialist
India Full-time On-site
About the role
Investment Operations Specialist
What you’ll do
- Review and identify issues with potential fund lineups.
- Prepare fund applications for third‑party fund companies.
- Coordinate with implementation managers and investment teams for plan transitions.
- Update, maintain, review client data in CRM systems.
- Ensure collaboration with internal teams to meet timelines.
- Support creation and maintenance of operating procedures.
What you’ll bring
- Optimistic, flexible, creative, team‑oriented, results‑driven, collaborative.
- Strong grasp of mutual funds, stable value funds, CITs, ETFs trade & settlement.
- Affinity for learning, creating, communicating effectively.
- Proactive, analytical, problem‑solving, solution‑proposing.
- Highly organized, dependable, prioritizes tasks, manages client expectations.
Nice to have
- Experience with collaboration, project management, CRM tools (Google Workspace, Slack, Salesforce, Zendesk, Jira).
- General knowledge of ERISA rules, compliance/record‑keeping systems (SunGard Relius, ASC, FIS).
Skills
Review and identify issues with potential fund lineups.Prepare fund applications for third‑party fund companies.Coordinate with implementation managers and investment teams for plan transitions.Update, maintain, review client data in CRM systems.Ensure collaboration with internal teams to meet timelines.Support creation and maintenance of operating procedures.