Job Title: Investment Associate
Location: Chicago, IL
Pay Rate: $33/HR on W2 Setting: Onsite Required
Duration: 6+ months/chance of extending-converting
Required Qualifications: Bachelor s degree Detail-oriented Ability to work effectively in a fast-paced environment and think clearly under pressure Strong organizational/multi-tasking skills Leadership - Exchanges information with appropriate people to complete work Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers Self-Development - Ability to recognize personal skills, abilities, limitations and strengths Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team Proven ability to multi-task and prioritize team responsibilities accordingly Strong communication and interpersonal skills.
Desired Qualifications: 2-3 years financial services experience Knowledgeable about the alternative investment industry.
Responsibilities:
  • Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
  • Evaluate trade waivers and correction requests from sales teams
  • Oversee the facilitation of investor trade settlement
  • Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
  • Oversee and coordinate resolution of product servicing issues and errors
  • Implement process improvements/enhancements
  • Improve internal controls over accounting and operational processes
  • Improve collection, dissemination and maintenance of product data attributes
  • Lead ad hoc projects within the Shareholder Services group.

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