Investment Operations Specialist - Freelance Project

5 hours, 31 minutes ago
Freelance
Mid Level
Operations
Meridial Marketplace, by Invisible

Meridial Marketplace, by Invisible

Meridial Marketplace, operated by Invisible Technologies, is a platform that connects independent contractors and domain experts with specialized AI training projects. It enables skilled individuals, including software developers, STEM experts, and professionals in various fields, to contribute their expertise in shaping advanced AI models. The platform facilitates remote participation in AI development by matching users with projects that require high-quality training data. Contractors can engage in tasks such as data annotation, safety checks, and writing domain tests, all tailored to their specific skills. Meridial Marketplace is part of a broader ecosystem that supports AI scaling for various sectors, including enterprises and governments, ensuring that AI systems are integrated into existing workflows effectively.

information technology & services
501-1000
Founded 2015

Description

  • 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 to transition new and conversion qualified plans onto the client’s platform.
  • Update, maintain, and review client data within CRM systems.
  • Collaborate with internal teams to meet expected timelines.
  • Support the creation and maintenance of written operating procedures for assigned functions.
  • Enhance the onboarding experience and provide service to plan sponsors.
  • Communicate with internal and external stakeholders to support plan transitions.

Requirements

  • Understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle.
  • Optimistic, flexible, creative, team-oriented, and results-driven approach.
  • Ability to collaborate effectively with internal and external stakeholders.
  • Strong problem-solving skills with a proactive and analytical mindset.
  • High degree of organization and dependability.
  • Ability to prioritize tasks and manage client expectations.
  • 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 or record-keeping systems, such as SunGard Relius, ASC, or FIS.
  • Availability to work US Eastern Time, 8:30am to 5:30pm.

Benefits

  • Rate of $6 per hour.
  • US Eastern Time schedule from 8:30am to 5:30pm.

Interested in this position?

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