CareerPlan

Sr. Analyst, Investor Services

Tempe, AZ, USFull-time$50k–$75k2026-10-30 → 2026-11-09
No visa sponsorship

Core

Ensures quality and standards of investor services deliverables including trade confirms, capital activity, and AML/KYC reviews for hedge fund clients.

Role type

Senior IC investor services quality assurance analyst

Builds

Reviewed investor service deliverables for hedge fund clients

Domain

Financial services / Hedge fund administration

Deliverable

dashboards & analysis

Required skills

Trade confirm review, Capital activity processing, AML/KYC review, Quality assurance, Microsoft Excel, Analytical problem solving, Multi-tasking

Responsibilities

Perform daily reviews of investor service deliverables, Execute controls before final delivery, Coordinate with investor services reps, Identify discrepancies, Prioritize conflicting needs, Meet tight deadlines