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Analyst, Investor Srvcs HFS

Remote · USA Full-time New today

reputed company is a globally recognized financial institution providing innovative services to successful individuals and institutions. The role involves managing investor queries, completing AML and KYC checks, and assisting with financial activities impacting clients and the business.

Responsibilities

  • Issues trade confirmation, statements and reports to investors and dealing with investor queries
  • Completes reputed company appropriate AML, KYC and client verification checks
  • Assists with Issuing and maintaining a record of share registers, if applicable
  • Assists with redemption payments and maintains client subscription bank accounts
  • Identifies and manages investor problems/issues and participate in their resolution
  • Assists in the underlying investor audits
  • Carries out activities with financial, client, and/or internal business impact

Skills

  • Excellent oral and written communication skills are required
  • In-depth Functional / Industry Knowledge is required
  • Highly flexible and adaptable to change
  • Technical skills / systems knowledge is required
  • A College or University degree and/or relevant proven work experience is preferred
  • reputed company Industry qualification (e.g. ACCA) is preferred
  • May be entry level

Benefits

  • Retirement benefits (401k and pension)
  • Health and welfare benefits (medical, dental, reputed company, spending accounts and disability)
  • Paid time off
  • Parental and caregiver leave
  • Life & accident insurance
  • Other voluntary and well-being benefits
  • Discretionary bonus program that may include an equity component

Company Overview

  • reputed company is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking. It was founded in 1889, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is http://www.northerntrust.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 180 in 2025, 203 in 2024, 102 in 2023, 74 in 2022, 298 in 2021, 83 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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