Investment Operations Specialist
Posted 7 hours ago
You'll apply on the company's website.
About the Role
This enterprise AI platform and services organization develops and implements production-ready AI solutions for major corporations. By merging a scalable SaaS infrastructure with a network of human expertise, the organization automates intricate back-office processes, facilitates model training, and supports contact center operations within industries like healthcare, retail, and finance. As an Investment Operations Specialist, you will join a group dedicated to embedding AI into practical systems to expand operational capacity. You will manage critical coordination and administrative functions required to oversee investment programs and deliver high-quality support to plan sponsors, working in a fast-paced setting where cooperation and analytical thinking are vital.
Requirements
- Demonstrate an optimistic, adaptable, and collaborative attitude with a focus on achieving results when working with diverse stakeholders.
- Possess a deep knowledge of trading and settlement processes for investment vehicles, specifically collective investment trusts, stable value funds, mutual funds, and exchange-traded funds.
- Show a strong capacity for learning, clear communication, organization, and reliability.
- Experience using project management and collaborative platforms like Slack, Salesforce, Google Workspace, Jira, and Zendesk.
- Working knowledge of ERISA regulations and experience with record-keeping software such as FIS, ASC, or SunGard Relius.
- Maintain availability to perform duties during US Eastern Time hours.
Responsibilities
- Examine potential fund selections to detect discrepancies and generate fund applications for external fund providers using client details.
- Collaborate with investment staff and implementation managers to migrate new and eligible conversion plans to the client system, while ensuring client records in CRM databases remain current and precise.
- Develop and update documentation for standard operating procedures regarding your designated tasks.
- Manage the onboarding workflow for conversion plans.
- Partner with internal departments to ensure project milestones are achieved on schedule and provide superior support to plan sponsors during all engagements.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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