Senior Analyst, Investor Services — Equity Component

ACCA Careers; Chicago (IL); On-site; USD 53,000 - 79,000; Full time

Job summary

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. The company provides a comprehensive benefits package and emphasizes service, expertise, and integrity across its network of partners globally.

The role involves completing subscription forms, issuing trade confirmations, performing AML/KYC checks, and handling investor inquiries. A college degree and relevant experience are preferred, with ACCA as a desirable qualification.

Qualifications

• Excellent oral and written communication skills required
• In-depth functional and industry knowledge required
• Highly flexible and adaptable to change

Responsibilities

• Ensures proper completion of subscription forms and monitors investor qualifications.
• Issues trade confirmations, statements and reports to investors and handles investor queries.
• Completes AML, KYC and client verification checks.
• Assists with issuing and maintaining share registers, if applicable.
• Assists with redemption payments and maintains client subscription accounts.
• Identifies and manages investor problems and participates in resolution.
• Assists in underlying investor audits.
• Carries out activities with financial, client, and internal business impact.

Skills

Communication skills

Industry knowledge

Adaptability

Education

College or University degree

ACCA (preferred)

Job description

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. The company provides a comprehensive benefits package and emphasizes service, expertise, and integrity across its network of partners globally.

The role involves completing subscription forms, issuing trade confirmations, performing AML/KYC checks, and handling investor inquiries. A college degree and relevant experience are preferred, with ACCA as a desirable qualification.