Sr Analyst, Investor Srvcs HFS
Core
Ensures proper completion of subscription forms, issues trade confirmations and statements, manages investor queries, and handles redemption payments for US and benefit plan investors.
Role type
Senior Analyst, Investor Services
Builds
Investor service operations and compliance workflows
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
subscription form processing, trade confirmation issuance, AML/KYC checks, share register maintenance, redemption payment processing, investor issue resolution, audit assistance
Preferred skills
ACCA qualification, functional/industry knowledge, technical systems knowledge
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