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CW Analyst
Spectraforce
North Chicago, Illinois

4 hours ago

Job Description

Job Title: CW Analyst
Location: Chicago, IL
Duration: 6 months

Role Focus:
Alternative investment operations, administrator oversight, investor transaction management, client servicing


Primary 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

Basic Qualifications:
Bachelors 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


Preferred Qualifications:
1-3 years financial services experience
Knowledgeable about the alternative investment industry


  
Applicant Notices & Disclaimers
  • For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 23.72/hr.

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