2 дня назад
Sr Analyst, Investor Srvcs HFS
52 800 - 79 200$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Analyst, Investor Srvcs HFS (Investor Services/Financial Services): Managing investor onboarding, subscription documentation, trade confirmations, reporting, AML/KYC checks, share registers, and redemption payments with an accent on regulatory compliance and accurate investor account administration. Focus on resolving investor issues, supporting audits, and handling activities with financial and client impact.
Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Salary: $52,800–$79,200 USD per year, plus potential discretionary bonus and benefits.
Company
provides wealth management, asset servicing, asset management, and banking services for institutional and private clients.
What you will do
- Complete investor subscription forms and monitor qualification requirements, including U.S. and benefit plan investor counts.
- Issue trade confirmations, investor statements, and reports, and respond to investor queries.
- Complete AML, KYC, and client verification checks.
- Maintain share registers and support redemption payments and subscription bank account administration.
- Identify investor issues, participate in their resolution, and assist with underlying investor audits.
- Perform activities with financial, client, and internal business impact.
Requirements
- Excellent oral and written communication skills.
- In-depth functional and industry knowledge.
- Technical skills and systems knowledge.
- Flexibility and adaptability to change.
- College or university degree and/or relevant proven work experience preferred.
- U.S. work authorization without current or future employment-based visa sponsorship is required.
Nice to have
- Related industry qualification, such as ACCA.
Culture & Benefits
- Flexible and collaborative work culture.
- Retirement benefits, including 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Internal mobility, accessible senior leaders, and an inclusive workplace.
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