Investment Analyst Advanced (>6 years)

Description

We're seeking an experienced Investment Analyst to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.

Key Responsibilities

• Serve as the primary contact for a portfolio of investment fund clients.

• Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.

• Coordinate cash movement and maintain accurate investor and fund records.

• Review and resolve KYC/AML documentation requirements.

• Prepare and review investor reporting, regulatory reporting, and audit requests.

• Ensure all work meets quality control standards and remains audit-ready.

• Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.

Requirements

Required Qualifications

• Bachelor's degree required; Finance, Accounting, Economics, or related field preferred.

• 4+ years of financial services, fund administration, or investment operations experience.

• Experience supporting hedge funds, private equity funds, or similar investment products.

• Minimum 2 years of derivatives experience.

• Strong client-facing communication and relationship management skills.

• Advanced Microsoft Excel skills and strong attention to detail.

Preferred Experience

• Transfer Agency, Investor Services, or Fund Operations experience.

• Exposure to Credit Default Swaps (CDS), credit products, or related derivatives.

• KYC/AML review and documentation experience.

• Experience managing a client portfolio and resolving complex client inquiries.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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