Investor Operations Analyst

Job Summary

A company is looking for an Investor Operations Analyst to support the day-to-day operations of the Investor Relations team and manage investment transactions.

Key Responsibilities

• Oversee the processing of investments and transactions
• Support, maintain, and improve investor-related operational processes
• Onboard and verify new clients while ensuring legal compliance

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 1 year of related experience at a bank, wealth management firm, or similar institution
• Strong initiative and curiosity
• Client servicing mindset
• A humble, can-do attitude with the ability to manage multiple priorities