Investor Services Analyst
Company: Professional Staffing Group
Location: Peabody
Posted on: February 14, 2021
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Job Description:
Investor Services Analyst We have partnered with one of the
world's largest independent investment management firms.
Conveniently headquartered in downtown Boston, we are looking for
an Investment Services Analyst to join the Global Investor Services
team. This is a rare opportunity with one of the world's most
reputable investment management companies. As an industry leader,
we measure our success by the service we provide. The ideal
candidate must be an agile, diligent intelligent individual with
impeccable attention to detail. The Investor Services Analyst will
participate in a wide range of business and client service
activities that require the cross-functional coordination with our
Investment Products and Services, Client Reporting, Tax, Finance,
Consultant Relations, and Fund Services colleagues. A successful
Investor Services Analyst will help identify areas of operational
efficiency and best practices, exhibit strong business judgment,
and serve as a resource for others on the team. Responsibilities: -
Independent coordination of on-boarding process for new Global
Investor Services clients; liaise directly with client and their
consultant(s) on funding documentation - Oversee account closings,
restructurings, and custody rule procedures as needed - Supervise
the cash flow processes and required documentation - Serve as a
first escalation point on complex client questions and issues -
Coordinate reporting deliverables, as needed - Help to identity
areas of operational efficiency and best practices Qualifications:
- 5+ years of experience within the financial industry or related
experience - A high level of client service orientation with the
ability to handle frequent client contact - Experience using
Salesforce is a plus! - Strong analytical/problem solving skills
and keen attention to detail - Designation of, or demonstrated
progress towards, an MBA or CFA preferred If you're interested,
please submit a resume Professional Staffing Group is an equal
opportunity employer and considers qualified applicants for
employment regardless of race, gender, gender identity, gender
expression, age, color, religion, disability, veteran's status,
sexual orientation, or any other protected factor. #pando3-3
Internal ID: 2376PandoLogic. Keywords: Investment Analyst,
Location: Peabody, MA - 01960
Keywords: Professional Staffing Group, Peabody , Investor Services Analyst, Professions , Peabody, Massachusetts
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