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Investment Operations Specialist

Meridial Marketplace

Mexico City
Freelancing
$6 per hour
Calculating...
Remote

Job Description

Meridial Marketplace

are seeking a detail-oriented Investment Operations Specialist to join their team for a high-impact freelance project.

•This role is an integral part of our operations, supporting the processes that facilitate conversion plans and onboarding for our client’s platform.

Key Responsibilities:

  • Fund Analysis
  • Documentation
  • Coordination
  • Data Management
  • Project Tracking
  • Process Improvement

Ideal Qualifications:

  • Attention to Detail
  • Collaborative Mindset
  • Technical Proficiency
  • Communication.

Requirements:

  • Availability: Must be able to work during US Eastern Time (8:30 AM - 5:30 PM).
  • Engagement: Fixed hourly rate of $6 per hour.

Required Skills:

  • Financial Literacy
  • CRM Management
  • Time Management:
  • Operational Writing

Experience Level Required

Requires 1–3 years of experience in investment operations, financial services, or back-office data management.

Required Skills

Operational & Financial SkillsOnboarding & ConversationsSOP DocumentationCRM ProficiencyData ValidationCross Functional CollaborationHigh AccuracyFund Lineup Analysis

Job Insights

Deadline3/13/2026
Application StatusActive

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