Investor Data Analyst - CRM & Capital Activity

Northern Trust; Chicago (IL); On-site; USD 43,200 - 64,800; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Paid time off

Job summary

Northern Trust is looking for an Analyst to ensure the accurate setup and maintenance of investor data within designated CRM platforms. The role involves supporting capital activity processing and collaborating with internal teams.

Candidates should possess a Bachelor’s degree in Finance or a related field along with strong analytical skills. The salary range for this position is between $43,200 and $64,800, with a comprehensive benefits package including retirement and health benefits.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Relevant experience in financial services or fund accounting preferred.

Responsibilities

• Capture and analyze investor data into CRM systems.
• Maintain and update investor records for accuracy.
• Support capital activity processing and related activities.

Skills

Analytical skills

Data validation

Attention to detail

Communication skills

Microsoft Excel

Education

Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field

Job description

Northern Trust is looking for an Analyst to ensure the accurate setup and maintenance of investor data within designated CRM platforms. The role involves supporting capital activity processing and collaborating with internal teams.

Candidates should possess a Bachelor’s degree in Finance or a related field along with strong analytical skills. The salary range for this position is between $43,200 and $64,800, with a comprehensive benefits package including retirement and health benefits.