Investor Services Consultant, IPS – Funds & Subscriptions

Northern Trust Corp; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust Corp is seeking a Consultant in Investor Services within Integrated Portfolio Services (IPS) in Tempe, AZ. You will support critical investor lifecycle activities, including subscriptions, redemptions, investor reporting, AML/KYC reviews, and client servicing.

This role focuses on hedge fund and alternative investment clients in a fast-paced environment. Ideal candidates have a Bachelor's degree in finance-related fields, strong communication skills, and experience in investor

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field is required.
• Professional qualifications such as ACCA or CFA are a plus.
• Experience in Investor Services, Fund Administration, AML/KYC, or related field is expected.

Responsibilities

• Review and process investor subscriptions and redemptions.
• Manage investor transactions and reporting, including capital activity.
• Perform AML/KYC reviews and maintain investor records.
• Prepare investor statements and trade confirmations.
• Support audit requests and due diligence activities.
• Provide guidance to junior team members and identify process improvements.

Skills

Attention to detail

Communication skills

Time management

Analytical thinking

Microsoft Office

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related field

Professional qualifications (ACCA, CFA) are a plus

Tools

Microsoft Office

Financial systems

Job description

Northern Trust Corp is seeking a Consultant in Investor Services within Integrated Portfolio Services (IPS) in Tempe, AZ. You will support critical investor lifecycle activities, including subscriptions, redemptions, investor reporting, AML/KYC reviews, and client servicing.

This role focuses on hedge fund and alternative investment clients in a fast-paced environment. Ideal candidates have a Bachelor's degree in finance-related fields, strong communication skills, and experience in investor