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Coordinates and reconciles asset transfers and trades for mutual funds, ETFs, and stable value funds to onboard clients onto a retirement-plan platform, using CRM and trust accounting systems.
Coordinates fund onboarding and operations for investment platforms, reviewing fund lineups, preparing applications, and maintaining client data in CRM systems.
This contractor role trains large language models on business operations by designing operational scenarios, verifying model reasoning, and documenting failures to improve AI prompt engineering and evaluation metrics.
A freelance role in Chile supporting custody operations for mutual funds, ETFs, and stable value funds, handling asset transfers, reconciliations, and client onboarding with CRM tools.
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