Sr Analyst, Investor Srvcs HFS

Northern Trust•Chicago, IL
•$52,800 - $79,200•Onsite

About The Position

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.

Requirements

  • 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
  • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Nice To Haves

  • A College or University degree and/or relevant proven work experience is preferred.
  • Related Industry qualification (e.g. ACCA) is preferred.

Responsibilities

  • Ensures proper completion of subscription forms, with reference to requisite qualification requirements and monitoring the number of US and benefit plan investors.
  • Issues trade confirmation, statements and reports to investors and dealing with investor queries.
  • Completes all 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.

Benefits

  • retirement benefits (401k and pension)
  • health and welfare benefits (medical, dental, vision, 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
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