Analyst

Our client is a market-leading, award-winning asset management firm, with over $50 billion in assets under management. They are seeking to hire an Investor Communications Analyst

The company has over 500 employees and growing. They offer work life balance, flexibility, great benefits, and upward mobility. They work 3 days in office, 2 from home, in their Chicago loop office

The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight reporting deadlines and strong attention to detail.

The Analyst (or Junior Analyst) responsibilities will include but not be limited to:

− Processing new investor subscriptions and transfers of interest including the coordination of

communication between internal teams and high net worth individuals / wealth managers

− Relationship manager for assigned wealth manager operational contacts

− Responding to client inquiries and interacting with external third parties

− Liaising with internal departments including Fund Accounting, Tax, Compliance, Operations,

Treasury and the Investor Partners Group

− Corresponding daily with internal teams on day-to-day and ad-hoc activity

− Facilitate collaboration with our Technology Solutions Team to drive system enhancement

initiatives

− Engage closely with third-party onboarding vendors and transfer agents to effectively

navigate and optimize their processes

− Ad-hoc Investor Communications projects

Candidate Requirements

− Bachelor’s degree

− 0 to 2 years of relevant work experience (if entry level must have relevant internships)

• GPA of 3.2 or higher is strongly preferred