Investor Services Analyst

Job description

Investor Services Analyst


Dublin 2


Our client is a global asset management and technology solutions provider.

They are looking for business/finance graduates with an internship - 1 year experience working in the funds/financial services industry.

In this job, you will be responsible for completing investor servicing requirements in an accurate and timely manner each day.

Responsibilities include:

  • Receive and process investor transaction documents.
  • Maintain activity report and distribute to clients regularly.
  • Maintain accurate and complete data in the investor accounting system for all clients.
  • Adhere to AML procedures for all investor transactions.
  • Monitor daily investor bank account activity.
  • Client operational contact for transfer agency and maintain good relationship with clients.
  • Solve queries/problems in a timely manner.


  • Bachelor’s degree in business/Finance/Accounting.
  • Previous experience in Investor Services/Transfer Agency in the funds’ industry.
  • Excellent interpersonal and customer service skills.
  • Proficient with MS Office suite.
  • Strong oral and written communication skills.

 If this sounds like the job for you, get in touch with Sarah today on 01 9619725 or at

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