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Investment Operations Specialist - Freelance Project

Invisible logoInvisible$6/hrPhilippinesPosted 11mo ago
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About the role

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

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

From Invisible's job posting, checked Oct 17, 2026.

Apply on Invisible (opens the job details)

The application

Your details and LinkedIn, then 8 questions.

Have readyLinkedInCV (optional)Cover letter (optional)
  1. 1.
    What country are you currently a resident of?Pick one (198 options)
  2. 2.
    If you are currently based in United States, please confirm your current state of residence. If you are based outside of the United States, select "I am not located in the United States".Pick one (56 options)
  3. 3.
    Please select all the languages you are proficient in.Pick any (124 options)
  4. 4.
    Please select the skills category that best describes your core strengths from the list below.Pick any (142 options)
  5. 5.
    Are you able to work 8am - 5pm ET?Yes or no
  6. 6.
    Internet Speed ScreenshotUpload
  7. 7.
    Computer Specifications ScreenshotUpload
  8. 8.
    Are you comfortable working 40 hours per week (Full-time) and with the pay mentioned in the job description ($6 per hour)?Yes or no

From Invisible's apply page, checked Oct 9, 2026.

About Invisible

Freelance AI-trainer projects, pay stated per project.

How it pays: Independent contractor; paid every two weeks for time on projects (Meridial FAQ).

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