
Investor Services Analyst (Max $60/hr W2)
Lenmar Consulting Inc, Chesterbrook, PA, United States
Job Description
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.
Company Description Finance
Minimum Required Qualifications
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)
Preferred Qualifications
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
Additional Information All your information will be kept confidential according to EEO guidelines.
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Company Description Finance
Minimum Required Qualifications
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)
Preferred Qualifications
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
Additional Information All your information will be kept confidential according to EEO guidelines.
#J-18808-Ljbffr