Investor Services Senior Analyst

  • Location
    Chicago, Illinois
  • Category:
    Accounting & Finance - Analyst
  • Job Type:
    Direct Hire
  • Job reference:

This Investor Services Senior Analyst role plays an important role in the cash management and trading administration of this growing firm. The right candidate is a has a strong work ethic and entrepreneurial mind-set who enjoys working in a boutique firm environment. This is a full time, permanent position for a newly created role in downtown Chicago. 


Responsibilities of the Investor Financial Analyst Include:

  • Review activities related to client liquid and illiquid investments  
  • Process trade-related movements between client accounts in various asset classes
  • Act as liaison to equity and fixed income managers
  • Ensure timely and accurate trades 
  • Execute mutual fund trades
  • Execute wires and ACH transfers
  • Manage KYC and AML requests
  • Perform other ad hoc duties that improve processes and business operations.
  • The Candidate Qualifications We're Looking for:

  • Bachelor’s degree in Accoutnting, Finance, or Business related field
  • 3+ years of professional experience with equities, fixed income, mutual funds, hedge funds, and/ or private equity funds. 
  • Exposure to some oversight of processes and or staff
  • Strong communication and attention to detail
  • Proficiency with Excel
  • For more information about this and other Finance and Accounting roles, apply here or send your resume directly to