Analyst, Shareholder Services

Analyst, Shareholder Services page is loaded## Analyst, Shareholder Services locations:
Chicago time type:
Full time posted on:
Posted 5 Days Agojob requisition :
R-11935##
** Position Information
**** Hiring Manager:
** Vice President
** Department:
** Investor Communications
** Department Overview
** The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance.

The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.
** Position Responsibilities
** The Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach, ability to manage tight reporting deadlines and strong attention to detail.

Responsibilities include but are not limited to:
* Helping to facilitate the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups
* Relationship manager for assigned RIA and Broker-Dealer operational contacts
* Responding timely to client inquiries and interacting with external third parties
* Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group
* Corresponding daily with internal teams on day-to-day and ad-hoc activity
* Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
* Leading or supporting initiatives such as onboarding new wirehouse clients, custom reporting and onboarding platform integrations
* Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
* Ad-hoc Investor Communications projects
** Candidate Requirements
*** Qualifications &

Experience:

** Bachelor’s degree required
* 2+ years of relevant work experience
* Proficient in MS Office products, specifically Word and Excel
* Technical skills and financial background a strong plus
* Knowledge of Microsoft Dynamics CRM a plus
* Relationship and project management experience preferred
* Excellent organizational and prioritization skills
* Meticulous attention to detail and accuracy
* Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
* Enthusiastic about working in office and creating a Gold Standard hybrid work culture
** Critical Competencies for Success
**** Our Gold Standards
** Model defines key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
* ** Leadership:
** Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
* ** Achieving Results:
** Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
* ** Personal Effectiveness:
** Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
* ** Thinking Critically:
** Role models in this area understand our business, rely on analytical…