Investor Services Specialist

Job Title: Investment Services Specialist
Location: Chicago
Reporting to: Managing Director
Employment Type: Full-Time

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Objective of Role: 

Working on the Investor Services team, the Investor Services Specialist role involves close collaboration and teamwork with the Legal and Compliance, Investor Relations, Fund and Financing teams and Senior Management, as well as liaising with external service providers and the external Client.

The primary responsibility of this role is to learn and assist the investor onboarding processes.  The successful candidate will assist in the day-to-day management of LaSalle’s core global onboarding systems and be responsible for ensuring processes are used across all of our Funds globally.  The objective is always to offer a ‘best-in-class’ service offering to the business and to our investors whilst developing investor servicing and operations knowledge and developing the right processes.

 

Role and Accountabilities:

  • Run the investor onboarding processes in various systems, with various teams for our internal and external investors
  • Work with our vendors on fixes, support and enhancements needed to the investor onboarding process
  • Partner closely with Investor Relations to assist our investors in the onboarding process
  • Support, train and educate internal teams on the systems and processes that we manage
  • Support data gathering, compilation, validation, and reconciliation
  • Assist in updating and checking data sets that are uploaded to our systems
  • Process Investor Portal Support tickets
  • Assist business line teams by providing various data output required from internal clients
  • Manage mailbox for Internal and External Client queries and forward to relevant team
  • Assist with internal user training systems we support
  • Assist in troubleshooting questions/issues and supporting escalations
  • Use existing procedures to solve routine or standard problems
  • Log, own and manage issues from various teams globally
  • Perform regular checks to ensure systems are operating as expected.
  • Carry out data analysis and ad hoc work as directed by senior members of the team
  • Promptly answering the questions of staff and other stakeholders.
  • Providing excellent customer service and maintaining relationships with vendors.
  • Take ownership of updating written manuals and guides when upgrades and changes happen

 

Required Qualifications & Experience:

  • Bachelor’s degree in Business, Finance or other financial area.
  • 1 -3 years of full-time experience in a similar role
  • Detail oriented and capable of delivering a high level of accuracy.
  • Strong analytical and forward-thinking ability
  • Self-motivated, and enthusiastic with the ability to work both under own initiative and as part of the Global team, working with many different teams, personalities and styles in a proactive, reactive, and accountable manner
  • A proven ability to multi-task and willingness to complete a variety of projects simultaneously.
  • Flexibility with tasks and responsibilities as well as organizational and planning skills to process with changing directions, deadlines and standards.
  • Excellent IT-skills (Excel, PowerPoint, Word) and ability to adapt to a digital working environment through adoption of new systems and willingness to create efficiencies through technology
  • Proactive thinking with detail-oriented and creative problem-solving approach
  • Superb written and verbal skills, including the ability to communicate and collaborate with both technical and non-technical contributors and communicate both verbally and written with internal and external client, business partners and vendors.
  • Adopt a 'can do, can help' attitude and make an effective contribution to your team and colleagues
  • Client focused, confident and have integrity
  • Awareness of data privacy and handling of private, confidential information