Investment Operations Specialist — Onboarding & CRM

Invisible Agency is seeking an Investment Operations Specialist for a freelance project in Chile. This critical position involves analyzing fund lineups, preparing applications, and ensuring smooth transitions for new plans. Ideal candidates are optimistic, analytical, and possess excellent communication skills.

The role supports internal stakeholders and enhances client onboarding experiences. Familiarity with mutual funds and CRM tools like Salesforce or Jira is advantageous. The position offers a flexible freelance arrangement.