Investor Services Analyst (Max $60/hr W2)
LenmarConsultingInc
Posted: February 26, 2026
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Quick Summary
Investor Services Analyst at Investor Services is responsible for providing general administrative support to the investor services team
Required Skills
Job Description
Finance
Clients Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates, and issuers.
Minimum Required Qualifications
• Willingness to learn new systems, concepts and broaden knowledge in the industry
• Prior Investor Servicing experience required and working knowledge of relevant regulations and legislation for Investor Services (such as ERISA, Client, etc)
• Bachelor's degree required, preferably Accounting, Finance or Economics
• Excellent MS Office skills including Word & Excel
• Understanding of FATCA, CRS and AML regulations and investor related tax reporting
• Understanding of relevant regulations and legislation for Investor Services (such as ERISA, Client, Blue Sky, etc)
Preferred qualifications:
• Willingness to learn new systems, concepts and broaden knowledge in the industry
• Understanding of hedge fund vehicles (legal structure, investment objective, fee structure, liquidity provisions, etc.)
• Understanding of cash wire standards, templates and cash reconciliation process
• Detail oriented, able to process high volumes of activity with no errors
• Courteous, client focused concise communication both written and verbal
• Professionalism and responsiveness to internal and external counterparties
• Strong organizational & problem solving skills
• Firm understanding of bank wire instructions and wire packet support requirements
• Ability to work under pressure with strong problem solving skills
• Flexible and displays a positive attitude
• Team oriented individual who takes initiative and ownership of assigned responsibilities
• Strong oral and written communication skills
• Excellent interpersonal and customer service skills
All your information will be kept confidential according to EEO guidelines.