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Agency

Investment Operations Specialist - Freelance Project

India

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hirly's read of this role

Seniority
Mid level
Country
IN
Work mode
On-site / unstated
First seen by hirly
3 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Investment Operations Specialist

  • WHO ARE WE LOOKING FOR?
  • We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.

WHAT WILL YOU BE DOING?

Review and identify issues with potential fund lineups

Preparing Fund Applications for third-party fund companies with client information

Coordinate with Implementation Managers and Investment teams to successfully transition 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

You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders

Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle

Demonstrate an affinity for learning, creating, and Communicating effectively

Proactive and analytical, able to problem-solve and propose solutions

Demonstrate a 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, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

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

Rate: $6 per hour

Original posting on Agency's site ↗

Listed on hirly, a job board. hirly is not the employer: Agency is hiring for this role.

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