Conversions Operations Specialist
INVISIBLEAGENCY.IOCore Responsibilities
The Conversions Operations Specialist will review and record cash and in-kind asset transfers, work with sub-custodians to settle trades, and coordinate with various teams to transition plans onto the client’s platform. This role also involves maintaining client data and supporting the creation of operating procedures.
Requirements
Candidates should possess a good understanding of mutual funds and ETFs, along with strong numerical skills for reconciliations. They should be proactive, organized, and able to collaborate effectively with stakeholders.
Key Skills & Technologies
Additional Information
Experience Level
0-2
Job Language
English
Work Mode
On-site