SENIOR INVESTMENT ANALYST
NOTE: Please review all details below before applying!
We are actively seeking a senior Investment Analyst with strong work experience in the Investor Relations field located in Lake Mary, FL with one of the largest Financial Services Corporation in the world.
Please review the following details and requirements carefully before applying!
§ 3+ years strong Investment Services experience is required
§ Must demonstrate strong Portfolio Management, Fund Administration, Mutual Funds, Equities and/or Account Management experience
§ Previous experience in dealing/handling investor transactions, specifically Private Equity types – commitments, capital calls, distributions etc.
§ Strong experience with private equities is required
§ Strong financial services or investment services work experience is required
§ Must be client focused
§ Strong communication skills are required
§ Must have a college degree
§ Investor Services/Investor Relations experience is highly preferred
§ Must have work experience with either Investran, Geneva or any other Investor Servicing tools
§ This will be a remote position for an uncertain amount of time due to Covid-19 (ALL APPLICANTS MUST STILL BE LOCAL TO LAKE MARY, FL)
JOB DETAILS & FUNCTIONS
§ Location: Lake Mary, FL
§ Duration: Temp to Perm Project
§ Offered hourly pay: $43.00 an hour
§ Client: Financial Services
§ Job Category: Investor Relations / Investment Analysis
The QSR Client Specialist role is critical in providing top quality service to clients and for administration of assigned corporate trust and/or agency accounts. This individual must be able to prioritize and organize workflow, as well as collaborate in all facets of the operation and administration of client accounts. Furthermore, the QSR Client Specialist is tasked with ensuring compliance and customer satisfaction to the highest standards of the firm. Primary Responsibilities include: Supporting Client Managers in effectively administering the accounts. Coordinating services and monitoring contractual obligations. Active participation in retentive marketing efforts for securing additional business opportunities. Monitoring incoming funds, initiating instructions for outgoing funds, reconciling out.-of. bank assets, etc. Preparing client audit confirmations and assisting the Client Manager in the collection of fees; directing vendor invoices & requisitions to appropriate party. Assist with issues tracking.
Job Types: Full-time, Temporary
Pay: $35.00 - $43.00 per hour
- Investor Services or Investor Relations: 2 years (Required)
- Client Services or Relationship Management: 2 years (Required)
- Investment Services: 3 years (Required)
- Investment Transaction: 3 years (Required)
- Please read the full job description before applying - Applicants with no Investment related work experience will be disqualified