One of Insight Global's top employers within the Financial Services industry is looking for a Banking Operations Analyst to sit on site 5 days a week in Chicago, IL. This person will be supporting the alternative investments team, working on the loan side of asset management. This person will be responsible for developing surveys, improving internal controls, facilitating investor trade settlements, and managing relationships internally and externally at the bank. Additional job duties include :
- Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers.
- Evaluate trade waiver and correction requests from sales teams.
- 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
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available
here.
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https://insightglobal.com/workforce-privacy-policy/ .
- 1+ years of experience within back office operations at a bank
- Bachelors Degree within Finance
- Knowledge of alternative investment industry
- Strong communicator, problem solver, and independent worker
- Ability to go on site 5 days a week
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.