Investor Services Analyst

3 weeks ago


Chicago, United States Connect Search, LLC Full time

Investor Relations Analyst Role

Hybrid in the Loop - Walking distance from Union/Ogilvie

Compensation: $70K - $80K base + 10% bonus, potential for Sign on Bonus

Benefits: Employer sponsored Health, Vision, Dental, 401K, PTO, Lunch Allowance


About:

Serve as a key point of contact for investors, requiring strong attention to detail, collaboration skills, and the ability to manage tight deadlines.


Responsibilities:

  • Process new investor subscriptions and interest transfers, coordinating between internal teams and wealth managers.
  • Act as the relationship manager for assigned wealth manager contacts.
  • Respond to client inquiries and liaise with external parties.
  • Collaborate with departments such as Fund Accounting, Tax, Compliance, Operations, and Treasury.
  • Facilitate communication on daily and ad-hoc activities.
  • Support system enhancements with the Technology Team.
  • Coordinate with third-party vendors and transfer agents to optimize onboarding processes.
  • Assist with ad-hoc projects as needed.


Qualifications:

  • Bachelor’s degree with 1+ years of experience.
  • Proficiency in MS Office (Word, Excel); CRM experience (e.g., Microsoft Dynamics) is a plus.
  • Strong organizational skills, attention to detail, and ability to prioritize tasks.
  • Effective communication skills and ability to work independently or in a team.


This role offers a dynamic environment, requiring a proactive approach and a commitment to delivering quality investor services.



  • Chicago, United States CME Group Full time

    The Investor Relations Sr. Analyst is a key member of the Investor Relations department and will participate in all facets of the investor relations process. The Sr. Analyst will be expected to take initiative, work both independently and collaboratively, perform both qualitative and quantitative analysis, and identify key insights based on this analysis. He...


  • Chicago, IL, United States CME Group Full time

    The Investor Relations Sr. Analyst is a key member of the Investor Relations department and will participate in all facets of the investor relations process. The Sr. Analyst will be expected to take initiative, work both independently and collaboratively, perform both qualitative and quantitative analysis, and identify key insights based on this analysis. He...


  • Chicago, United States JLL Full time

    Team Overview: Investor Relations ("IR") is the team responsible within LaSalle for all client relationship, capital raising, new product development and marketing activities to clients and prospects globally. The team consists of over 30 professionals located in 12 offices worldwide. LaSalle has over 350 institutional clients globally, invested in both...


  • Chicago, United States Constructive Capital Full time

    Founded in early 2008, Fay Servicing committed to providing innovative servicing solutions for both performing and non-performing mortgage loans. As a specialty mortgage servicer and originator that sees the customer behind every loan, we understand that our customers aren’t loan numbers — they’re homeowners. Before founding our company, we conducted...


  • Chicago, United States Enova Full time

    About the Role: Enova is currently searching for a Capital Markets Analyst that will help implement Enova's capital markets strategy. As a key member of Enova's Treasury team, this person will work with internal and external stakeholders to ensure that existing debt facilities and capital markets transactions run smoothly, assist in the development of new...


  • Chicago, IL, United States Tbwa ChiatDay Inc Full time

    Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA). We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment...

  • Capital Markets

    3 days ago


    Chicago, United States Stockbridge Capital Group Full time

    Analyst, Capital Markets Chicago, IL Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign...

  • Associate Analyst

    3 weeks ago


    West Chicago, United States Zinger Property Group Full time

    Company DescriptionZinger Property Group is a Chicago-based real estate investment firm specializing in owning and operating multi-family properties with a national footprint. At Zinger, we apply an analytical and tech centric approach by measuring and continually improving all facets of our business. Zinger is vertically integrated, manages its own assets...


  • chicago, United States Prairie Consulting Services Full time

    Senior Data Analyst -RiskLong Term ContractChicago, IL -3 days hybridThis position requires extensive and practical experience with Data Analysis and Decision Science. The Data Analyst will be responsible for using their knowledge of data processing software and business development strategies to provide sound business decisions. Their duties include...


  • chicago, United States Corporate Valuation Services Full time

    Corporate Valuation Services, Inc specializes in Business Valuations, Forensic Accounting and Expert Witness Testimony Relating to Corporate, Shareholder, Tax and Family Law Matters. We are an independent consulting firm located in downtown Chicago. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. We view our...

  • Trading Analyst

    2 months ago


    Chicago, United States Performance Trust Full time

    Performance Trust: Since 1994, we have pioneered revolutionary analytics, education, and decision-making with like-minded teammates and clients to deliver outperformance. We create unimaginable futures together with game-changing insights, advice, world-class execution, and accountability to results. Headquartered in Chicago, IL, our 370 team members are...


  • Chicago, United States Blue Owl LLC Full time

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive...

  • Analyst

    1 month ago


    Chicago, United States Interactive Brokers Group, Inc. Full time

    This is a hybrid role (three days in the office/two days remote).Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our...


  • chicago, United States Prairie Consulting Services Full time

    Technical Analyst/ Application support AnalystChicago, IL (4 days hybrid)C2C/ W2Looking for strong Technical Application Analyst with excellent SQL, Unix and Java expereince for our direct client.ROLE:Brokerage Production Support Analyst has responsibility for the technical and functional desk support across multiple technologies used by Brokerage Capital...

  • Technical Analyst

    1 month ago


    Chicago, United States Prairie Consulting Services Full time

    Technical Analyst/ Application support AnalystChicago, IL (4 days hybrid)C2C/ W2Looking for strong Technical Application Analyst with excellent SQL, Unix and Java expereince for our direct client.ROLE:Brokerage Production Support Analyst has responsibility for the technical and functional desk support across multiple technologies used by Brokerage Capital...


  • Chicago, United States Bernard Nickels & Associates Full time

    Position Type: ContractStart Date: January 2025Duration: 12 Months (with potential for extension or Full-Time conversion)Work Schedule: Monday-Friday, 8 hours per day, 40 hours per weekLocation: Chicago, IL (onsite role)Pay Range: $21 to $24 per hourCompany Overview: Our well-known Financial Services client is one of the world’s leading asset managers with...


  • Chicago, United States Bernard Nickels & Associates Full time

    Position Type: ContractStart Date: January 2025Duration: 12 Months (with potential for extension or Full-Time conversion)Work Schedule: Monday-Friday, 8 hours per day, 40 hours per weekLocation: Chicago, IL (onsite role)Pay Range: $21 to $24 per hourCompany Overview: Our well-known Financial Services client is one of the world’s leading asset managers with...

  • Senior Data Analyst

    3 weeks ago


    Chicago, United States Prairie Consulting Services Full time

    Senior Data Analyst -RiskLong Term ContractChicago, IL -3 days hybridThis position requires extensive and practical experience with Data Analysis and Decision Science. The Data Analyst will be responsible for using their knowledge of data processing software and business development strategies to provide sound business decisions. Their duties include...

  • Valuation Analyst

    6 days ago


    Chicago, United States Corporate Valuation Services Full time

    Corporate Valuation Services, Inc specializes in Business Valuations, Forensic Accounting and Expert Witness Testimony Relating to Corporate, Shareholder, Tax and Family Law Matters. We are an independent consulting firm located in downtown Chicago. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. We view our...

  • Valuation Analyst

    7 days ago


    Chicago, United States Corporate Valuation Services Full time

    Corporate Valuation Services, Inc specializes in Business Valuations, Forensic Accounting and Expert Witness Testimony Relating to Corporate, Shareholder, Tax and Family Law Matters. We are an independent consulting firm located in downtown Chicago. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. We view our...