Alternative Investment Client Services Analyst

Strategic Staffing Solutions, Inc.; Chicago (IL); On-site; USD 44,000 - 47,000; Full time

Job summary

Strategic Staffing Solutions, Inc. in Chicago, IL seeks an Investment Client Services Analyst for a 6+ month onsite role with a $33/hour W2 pay rate. Responsibilities include overseeing investor transactions in private equity or hedge funds, evaluating waivers, and coordinating settlements.

Ideal candidates have a bachelor's degree, strong organization, and the ability to multi-task and communicate effectively in a fast-paced environment.

Qualifications

• Bachelor's degree required with strong academic performance.
• Detail-oriented and able to work under pressure.
• Must multi-task in a fast-paced environment and communicate clearly.
• Demonstrated leadership and teamwork in prior roles.
• Strong problem-solving skills with proactive questioning.
• Commitment to self-development and continuous learning.
• Excellent interpersonal and written communication abilities.

Responsibilities

• Oversee investor transactions to ensure accurate trade-flow reporting.
• Evaluate trade waivers and correction requests from sales teams.
• Coordinate investor trade settlements and vendor oversight.
• Support product servicing issue resolution and data maintenance.
• Lead process improvements and strengthen internal controls.
• Assist ad hoc projects within Shareholder Services.

Skills

Detail-oriented

Fast-paced work

Multi-tasking

Leadership

Problem solving

Self-development

Team player

Communication

Education

Bachelor's degree

Job description

Job Title: Investment Client Services Analyst
Location: Chicago, IL
Pay Rate: $33/HR on W2
Setting: Onsite Required
Duration: 6+ months/chance of extending-converting
Job ID: 248210

Required Qualifications:

• Bachelor s degree
• Detail-oriented
• Ability to work effectively in a fast-paced environment and think clearly under pressure
• Strong organizational/multi-tasking skills
• Leadership - Exchanges information with appropriate people to complete work
• Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
• Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
• Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
• Proven ability to multi-task and prioritize team responsibilities accordingly
• Strong communication and interpersonal skills.

Desired Qualifications:

• 2-3 years financial services experience
• Knowledgeable about the alternative investment industry.

Responsibilities:

• Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
• Evaluate trade waivers and correction requests from sales teams
• Oversee the facilitation of investor trade settlement
• Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
• Oversee and coordinate resolution of product servicing issues and errors
• Implement process improvements/enhancements
• Improve internal controls over accounting and operational processes
• Improve collection, dissemination and maintenance of product data attributes
• Lead ad hoc projects within the Shareholder Services group.