Investment Operations & Onboarding Specialist

Invisible Agency is seeking an Investment Operations Specialist for a freelance project based in San Antonio, Chile. In this role, you will support onboarding processes for clients by collaborating with internal stakeholders to enhance experiences and ensure smooth transitions.

Key responsibilities include reviewing fund lineups, preparing fund applications, and maintaining client data within CRM systems. Candidates should be adaptable, team-oriented, and possess a strong understanding of investment product trading.

Experience with project management tools and strong problem-solving skills are essential. This position offers a rate of $6 per hour.