Investor Services Analyst

Job Summary

A company is looking for an Investor Services Analyst Contractor.

Key Responsibilities

• Complete routine operations related to investor services functions, focusing on anti-money laundering (AML) processes
• Assist in training new associates and reviewing their work for accuracy
• Support onboarding of new clients and understand AML requirements for domestic and offshore funds

Required Qualifications, Training, and Education

• Associate degree or two years of post-high school education, or high school diploma with relevant work experience
• One year of clerical experience in a financial services environment
• Knowledge of BSA and the US Patriot Act is preferred
• Familiarity with IRS Form W-9, W-8, and CRS certifications is preferred
• Experience with AltPro and moderate Microsoft Office skills