CareerPlanSign in

Sr. Analyst, Investor Services

Tempe, AZ, US💼 Full-time💰 $50,160–$50,160🗓 2026-09-24 → 2026-09-25

Core

Ensures quality and accuracy of investor services deliverables including trade confirms, capital activity, and AML/KYC reviews for hedge funds and alternative assets.

Role type

Senior Quality Assurance Analyst (Investor Services)

Builds

Investor reporting, trade confirms, capital activity records, and compliance documentation for hedge fund clients.

Domain

Financial Services / Hedge Fund Administration

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

attention to detail, analytical problem solving, prioritization, multi-tasking, effective communication, adaptability

Preferred skills

Advanced Microsoft Office (Excel, Word), functional/industry knowledge

Responsibilities

Perform daily reviews and execute controls before final deliverables are sent, complete daily tasks meeting timelines, coordinate discrepancies with investor teams, prioritize conflicting needs under deadline pressure.

Seniority

Senior, hands-on IC

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.