Senior Analyst, Investor Services – Wealth Management Ops

Northern Trust Corp; Chicago (IL); Hybrid; USD 53,000 - 79,000; Full time

Job summary

Northern Trust is hiring for a Sr Analyst, Investor Services in Chicago, IL. The role involves processing subscription forms, issuing confirmations, handling investor inquiries, and maintaining client accounts.

A college degree and relevant experience are preferred, with ACCA qualification preferred; strong communication is essential. The role supports AML/KYC checks, investor audits, and related activities in a fast-paced financial environment.

Qualifications

• Excellent oral and written communication skills.
• Able to adapt to change and work in a dynamic environment.

Responsibilities

• Ensure proper completion of subscription forms.
• Issue trade confirmations, statements and reports to investors.
• Complete AML, KYC and client verification checks.
• Assist with issuing and maintaining share registers.
• Assist with redemption payments and maintain client subscription accounts.
• Identify and resolve investor problems and issues.
• Assist in underlying investor audits.
• Perform activities with financial, client, or internal business impact.

Skills

Communication skills

Education

College degree

ACCA

Job description

Northern Trust is hiring for a Sr Analyst, Investor Services in Chicago, IL. The role involves processing subscription forms, issuing confirmations, handling investor inquiries, and maintaining client accounts.

A college degree and relevant experience are preferred, with ACCA qualification preferred; strong communication is essential. The role supports AML/KYC checks, investor audits, and related activities in a fast-paced financial environment.