Job Description
Job Title: Investment Associate
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Location: Chicago, IL
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Pay Rate: $33/HR on W2
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Setting: Onsite Required
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Duration: 6+ months/chance of extending-converting
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Required Qualifications:
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- Bachelor s 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.
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Desired Qualifications:
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- 2-3 years financial services experience
- Knowledgeable about the alternative investment industry.
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Responsibilities:
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- 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.
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