Investment Analyst Advanced (>6 years)
Robert Half
Job Description
Job Description
We're seeking an experienced Investment Analyst to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.
Key Responsibilities
- Serve as the primary contact for a portfolio of investment fund clients.
- Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.
- Coordinate cash movement and maintain accurate investor and fund records.
- Review and resolve KYC/AML documentation requirements.
- Prepare and review investor reporting, regulatory reporting, and audit requests.
- Ensure all work meets quality control standards and remains audit-ready.
- Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.
Required Qualifications
- Bachelor's degree required; Finance, Accounting, Economics, or related field preferred.
- 4+ years of financial services, fund administration, or investment operations experience.
- Experience supporting hedge funds, private equity funds, or similar investment products.
- Minimum 2 years of derivatives experience.
- Strong client-facing communication and relationship management skills.
- Advanced Microsoft Excel skills and strong attention to detail.
Preferred Experience
- Transfer Agency, Investor Services, or Fund Operations experience.
- Exposure to Credit Default Swaps (CDS), credit products, or related derivatives.
- KYC/AML review and documentation experience.
- Experience managing a client portfolio and resolving complex client inquiries.
Vacancy posted 4 days ago
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