A company is looking for an Investor Operations Analyst to support the day-to-day operations of the Investor Relations team and manage investment transactions.
Key Responsibilities
Oversee the processing of investments and transactions
Support, maintain, and improve investor-related operational processes
Onboard and verify new clients while ensuring legal compliance
Required Qualifications
Bachelor's degree in Accounting, Finance, or related field
1 year of related experience at a bank, wealth management firm, or similar institution
Strong initiative and curiosity
Client servicing mindset
A humble, can-do attitude with the ability to manage multiple priorities
Operation Analyst • Savannah, Georgia, United States