Job Summary
A financial services company has an open position for a Remote Investment Operations Specialist.
Must be able to:
- Develop improvements for operation processes and communication
- Ensure quarterly goals are met
- Produce accurate and timely reporting
Applicants must meet the following qualifications:
- Strong working experience with proprietary mutual fund operations
- 3-5 years of experience working in a Registered Investment Advisor and/or Broker Dealer
- Experience with Cash Management Account operations
- Background in working in a Fintech firm
- Demonstrated investment and excellence in experience or an equivalent Bachelors degree in a related field