Investor Services Analyst

Investor Services Analyst
in Boston, Massachusetts 02110 - US

Job Description

Investor Services Analyst


We have partnered with one of the world's 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 world's 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.



· 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



- 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 you're 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, veteran's status, sexual orientation, or any other protected factor.


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