7 дней назад
Sr. Analyst, Investor Services
50 160 - 75 240$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Analyst, Investor Services (Hedge Funds/AML/KYC): Reviewing investor service deliverables for complex hedge funds and alternative asset investments with an accent on capital activity, investor reporting, and quality assurance. Focus on identifying discrepancies, executing controls, and ensuring accurate and timely processing of AML/KYC reviews, trade confirmations, wires, and investor updates.
Location: Tempe, Arizona, United States
Salary: $50,160–$75,240 USD per year
Company
provides wealth management, asset servicing, asset management, banking, and hedge fund administration services.
What you will do
- Perform daily quality reviews and execute controls before final investor services deliverables are sent.
- Review trade confirmations, subscriptions, redemptions, transfers, contact updates, cash release emails, and wire instruction updates.
- Conduct and review AML/KYC activities and investor reporting.
- Identify breaks and discrepancies and coordinate resolution with the investor services team.
- Prioritize competing needs, meet delivery deadlines, and complete projects independently and collaboratively.
Requirements
- College or university degree and/or relevant proven work experience preferred.
- Advanced Microsoft Office experience, including Excel and Word.
- Strong organizational, analytical, problem-solving, communication, and multitasking skills.
- Ability to work accurately under deadline pressure and adapt to changing review requirements.
- Must be authorized to work in the United States without employment-based visa sponsorship.
Culture & Benefits
- Flexible and collaborative work culture with opportunities for internal mobility.
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Discretionary bonus program that may include an equity component.
- Inclusive workplace with community and philanthropy initiatives.
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