Investor Services Analyst - Connect Search, LLC : Job Details

Investor Relations Analyst Role

Hybrid in the Loop - Walking distance from Union/Ogilvie

Compensation: $70K - $80K base + 10% bonus, potential for Sign on Bonus

Benefits: Employer sponsored Health, Vision, Dental, 401K, PTO, Lunch Allowance

About:

Serve as a key point of contact for investors, requiring strong attention to detail, collaboration skills, and the ability to manage tight deadlines.

Responsibilities:

• Process new investor subscriptions and interest transfers, coordinating between internal teams and wealth managers.
• Act as the relationship manager for assigned wealth manager contacts.
• Respond to client inquiries and liaise with external parties.
• Collaborate with departments such as Fund Accounting, Tax, Compliance, Operations, and Treasury.
• Facilitate communication on daily and ad-hoc activities.
• Support system enhancements with the Technology Team.
• Coordinate with third-party vendors and transfer agents to optimize onboarding processes.
• Assist with ad-hoc projects as needed.

Qualifications:

• Bachelor's degree with 1+ years of experience.
• Proficiency in MS Office (Word, Excel); CRM experience (e.g., Microsoft Dynamics) is a plus.
• Strong organizational skills, attention to detail, and ability to prioritize tasks.
• Effective communication skills and ability to work independently or in a team.

This role offers a dynamic environment, requiring a proactive approach and a commitment to delivering quality investor services.