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Junior Investment Analyst ID - 14437

Our client, a major investment bank, is seeking an onsite contractor in the Chicago area for a Junior Analyst role.


BA Degree in a related field is required.

1-3 years financial services experience

Knowledgeable about the alternative investment industry


Duties include:

Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers.

Evaluate trade waiver 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)

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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



If you're interested, please apply to us ASAP!

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

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