We're seeking an experienced Investment Analyst to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.Key ResponsibilitiesServe as the primary contact for a portfolio of investment fund clients.Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.Coordinate cash movement and maintain accurate investor and fund records.Review and resolve KYC/AML documentation requirements.Prepare and review investor reporting, regulatory reporting, and audit requests.Ensure all work meets quality control standards and remains audit-ready.Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.
...Please review the following job description:Publish proprietary equity research in industries aligned to the firm's Banking sectors... ...Strategy, etc)Level-specific duties:1. Works closely with senior analyst and team in the research production process as well as with the...
...Equity Research Analyst Chicago, United States IMC is looking for an Analyst to drive forward a rapidly growing research team that supports its extensive Equity Options trading business. The position will work hand and hand with current experienced team members,...
...employees must submit applications through the internal Workday portal by searching browse jobs. Job Posting Title Investment Analyst Job Description Summary Unclassified Exempt Job Description To apply, please submit a cover letter, resume, writing sample...
...English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.Essential Duties and...
...superior of office details. Must possess or be able to obtain a commercial driver's license with P and S endorsements and drive a school bus. ADDITIONAL JOB FUNCTIONS Performs related work as required. MINIMUM TRAINING AND EXPERIENCE Some...