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Alternative Investment Client Services Analyst

Chicago, Illinois, United States · Contract · On site

Job Title: Investment Client Services Analyst – Hiring FAST!
Industry: Finance
Location:
Chicago, IL
Pay Rate: $33/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration:
6+ months
Job ID: 248210

Required Qualifications:

  • Bachelor s degree
  • Detail-oriented
  • Ability to work effectively in a fast-paced environment and think clearly under pressure
  • Strong organizational/multi-tasking skills
  • Leadership - Exchanges information with appropriate people to complete work
  • Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
  • Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
  • Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
  • Proven ability to multi-task and prioritize team responsibilities accordingly
  • Strong communication and interpersonal skills.

Desired Qualifications:

  • 1-3 years financial services experience
  • Knowledgeable about the alternative investment industry.

Responsibilities:

  • Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
  • Evaluate trade waivers and correction requests from sales teams
  • Oversee the facilitation of investor trade settlement
  • Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
  • Oversee and coordinate resolution of product servicing issues and errors
  • Implement process improvements/enhancements
  • Improve internal controls over accounting and operational processes
  • Improve collection, dissemination and maintenance of product data attributes
  • Lead ad hoc projects within the Shareholder Services group.
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