Investor Services Analyst (Max $60/hr W2)

Lenmar Consulting Inc.Tredyffrin Township, PA
6h

About The Position

Clients Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates, and issuers.

Requirements

  • Willingness to learn new systems, concepts and broaden knowledge in the industry
  • Prior Investor Servicing experience required and working knowledge of relevant regulations and legislation for Investor Services (such as ERISA, Client, etc)
  • Bachelor's degree required, preferably Accounting, Finance or Economics
  • Excellent MS Office skills including Word & Excel
  • Understanding of FATCA, CRS and AML regulations and investor related tax reporting
  • Understanding of relevant regulations and legislation for Investor Services (such as ERISA, Client, Blue Sky, etc)

Nice To Haves

  • Willingness to learn new systems, concepts and broaden knowledge in the industry
  • Understanding of hedge fund vehicles (legal structure, investment objective, fee structure, liquidity provisions, etc.)
  • Understanding of cash wire standards, templates and cash reconciliation process
  • Detail oriented, able to process high volumes of activity with no errors
  • Courteous, client focused concise communication both written and verbal
  • Professionalism and responsiveness to internal and external counterparties
  • Strong organizational & problem solving skills
  • Firm understanding of bank wire instructions and wire packet support requirements
  • Ability to work under pressure with strong problem solving skills
  • Flexible and displays a positive attitude
  • Team oriented individual who takes initiative and ownership of assigned responsibilities
  • Strong oral and written communication skills
  • Excellent interpersonal and customer service skills
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