Senior Investor Operations Analyst

Northern Trust; 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, with a long history since 1889. This opportunity involves handling investor subscriptions, trade confirms, AML/KYC checks, and share register administration in a role that emphasizes service, expertise, and integrity.

You will contribute to client service excellence, working with investors and internal teams to ensure accurate processing and timely resolution of inquiries, while

Qualifications

• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge is required.
• Highly flexible and adaptable to change. Technical skills / systems knowledge required.

Responsibilities

• Ensures proper completion of subscription forms with reference to qualification requirements and monitors number of US and benefit plan investors.
• 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 investor problems and participates in their resolution.
• Assists in underlying investor audits.
• Carries out activities with financial, client, or internal business impact.

Job description

Northern Trust is a global leader in wealth management, asset servicing, asset management and banking services, with a long history since 1889. This opportunity involves handling investor subscriptions, trade confirms, AML/KYC checks, and share register administration in a role that emphasizes service, expertise, and integrity.

You will contribute to client service excellence, working with investors and internal teams to ensure accurate processing and timely resolution of inquiries, while