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Investor Services Analyst

Professional Staffing Group

This is a Contract position in Needham Heights, MA posted February 20, 2021.

Job Description: Investor Services Analyst We have partnered with one of the worlds 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 worlds 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 youre 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, veterans status, sexual orientation, or any other protected factor. #pando3-3 Internal ID: 2376PandoLogic. Keywords: Investment Analyst, Location: Needham Heights, MA – 02494