Sr Analyst, Investor Srvcs HFS
No visa sponsorship
Core
Ensures proper completion of subscription forms, issues trade confirmations and statements, manages investor queries, and conducts AML/KYC checks for investors.
Role type
Sr Analyst, Investor Services
Builds
Trade confirmations, investor statements, and audit records
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
AML/KYC compliance, subscription form processing, trade confirmation issuance, investor query resolution, share register maintenance, redemption payment processing, audit support
Preferred skills
ACCA qualification, functional/industry knowledge, technical systems knowledge