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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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