Investment Operations Specialist
hace 6 días
Investment Operations Specialist - Freelance Project Colombia 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 #J-18808-Ljbffr
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Investment Operations Specialist
hace 6 días
WorkFromHome, Colombia Invisible Agency A tiempo completoA financial services company is seeking an Investment Operations Specialist in Colombia for a freelance project. The specialist will review fund lineups, prepare applications, and coordinate transitions for new clients. This role necessitates strong collaboration with various stakeholders and requires a solid understanding of mutual funds and project...
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Carbon Markets Investment Readiness Specialist
hace 2 días
WorkFromHome, Colombia Nature Conservancy A tiempo completoA leading environmental organization is seeking an Investment Readiness Associate in Colombia. The role involves providing specialized investment services for carbon projects, including risk analyses and investment readiness support. Candidates should have a Bachelor's degree in a related field and a minimum of 4 years' experience in investment analysis or...
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Custody Operations Specialist
hace 6 días
WorkFromHome, Colombia Invisible Agency A tiempo completoCustody Operations Specialist - Freelance AI Trainer Project Location: Colombia Job Type: Freelance Hours: US Eastern Time (7:30am - 4:30pm) About the Role: We are looking for a Custody Operations Specialist to support various processes that facilitate conversion plans that onboard to our client’s platform. You will collaborate cross‑functionally with...
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Remote Investor Relations
hace 2 semanas
WorkFromHome, Colombia Somewhere A tiempo completoA leading investment firm seeks an Investor Relations Specialist to manage investor onboarding and support various deal diligence tasks. This fully remote role requires strong communication skills and proficiency with tools like AVESTOR and GoHighLevel CRM. Ideal candidates have at least 2 years of relevant experience and a solid finance background,...
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Chief of Staff
hace 2 semanas
WorkFromHome, Colombia Pearl A tiempo completoIndustry: Investment / Finance / Venture Capital Work Arrangement: Remote with strong overlap to U.S. time zones (EST/PST) Job Type: Full-time Work Schedule: Approx. 40–45 hours per week, with consistent availability during U.S. business hours (EST/PST). Locations: LATAM (Brazil, Colombia, Mexico, Argentina) Philippines About Pearl Talent Pearl works with...
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Hybrid Junior Operations Specialist
hace 1 semana
WorkFromHome, Colombia Indriver A tiempo completoA leading logistics and transportation company in Colombia is looking for a Junior Operations Specialist to support the Operations Department. You will assist with daily tasks, manage logistics, and ensure efficient operations. Candidates should have strong organizational skills, be bilingual in English and Spanish, and have a proactive approach to...
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Technical Operations Specialist – LATAM
hace 9 horas
WorkFromHome, Colombia Property Leads, LLC A tiempo completoTechnical Operations Specialist – LATAM About Property Leads Property Leads is revolutionizing the real estate investing industry by delivering high-quality, motivated seller leads to real estate professionals. We’re a fast-moving, data-driven team that values results, ownership, and efficiency over bureaucracy. Role Overview We are looking for a...
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Remote AI Operations
hace 1 semana
WorkFromHome, Colombia Wonolo A tiempo completoA dynamic tech start-up is seeking an AI Operations Specialist to join their Central Operations team. This remote position will focus on automating processes and improving efficiency using low-code/no-code tools such as Zapier. The ideal candidate will have a strong background in automation, communication skills, and proficiency in SQL, with the opportunity...
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Remote Global People Operations Specialist
hace 2 días
WorkFromHome, Colombia Medium A tiempo completoA global remote company seeks a proactive People Operations Specialist. This role focuses on enhancing HR operations and providing support for a remote-first team. The ideal candidate will have extensive HR experience, managing onboarding and performance processes, and ensuring data integrity in HRIS systems. Responsibilities include addressing People...
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Remote Billing Operations Specialist – LATAM
hace 1 semana
WorkFromHome, Colombia Search Atlas A tiempo completoA fast-growing SEO software company seeks a Billing Operations Specialist to ensure accurate billing processes across platforms. You'll be responsible for auditing billing systems, resolving discrepancies, and collaborating with various teams to address systemic issues. The ideal candidate has at least two years of experience in billing operations and a...