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Analyst, Investor Services(m/w/x)
Investor onboarding and query management for global real estate investment firm. Fluency in German and English required. Support for investor portal and RFP preparation.
Requirements
- Fluency in German and English
- Additional French and/or Italian language skills advantageous
- Quick learning ability and strong organizational skills
- Independent work and effective management of client requests and deadlines
- Exceptional attention to detail and focus on accuracy
- Excellent written and verbal communication for investor interactions
- Strong analytical capabilities and interest in investment processes
- Multi-tasking abilities and willingness to complete various projects
- Flexibility with changing client priorities, deadlines, and regulatory requirements
- Highly self-motivated with proactive approach and strong initiative
- Client-focused professional with confidence, integrity, and understanding of investor expectations
- Awareness of data privacy for confidential information
- Strong time management and prioritization in fast-paced IR environment
- Familiarity with Zendesk and Juniper Square platforms advantageous
- Authorized to work in the United States without sponsorship
Tasks
- Facilitate investor onboarding processes
- Assist in managing centralised mailbox for investor queries
- Process investor portal support and access requests
- Respond to investor queries across multiple strategies
- Assist with RFP preparation and coordination
- Manage DDQ and RFI processes
- Support firm-level requests and updates
- Coordinate responses to audit enquiries
- Support data gathering and validation
- Respond to internal partner queries
- Participate in process improvement initiatives
- Identify opportunities to streamline workflows
- Escalate complex matters while maintaining service excellence
Education
- High school diploma
Languages
- German – Native
- English – Native
- French – Basic
- Italian – Basic
Tools & Technologies
- Zendesk
- Juniper Square
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Analyst, Investor Services(m/w/x)
Investor onboarding and query management for global real estate investment firm. Fluency in German and English required. Support for investor portal and RFP preparation.
Requirements
- Fluency in German and English
- Additional French and/or Italian language skills advantageous
- Quick learning ability and strong organizational skills
- Independent work and effective management of client requests and deadlines
- Exceptional attention to detail and focus on accuracy
- Excellent written and verbal communication for investor interactions
- Strong analytical capabilities and interest in investment processes
- Multi-tasking abilities and willingness to complete various projects
- Flexibility with changing client priorities, deadlines, and regulatory requirements
- Highly self-motivated with proactive approach and strong initiative
- Client-focused professional with confidence, integrity, and understanding of investor expectations
- Awareness of data privacy for confidential information
- Strong time management and prioritization in fast-paced IR environment
- Familiarity with Zendesk and Juniper Square platforms advantageous
- Authorized to work in the United States without sponsorship
Tasks
- Facilitate investor onboarding processes
- Assist in managing centralised mailbox for investor queries
- Process investor portal support and access requests
- Respond to investor queries across multiple strategies
- Assist with RFP preparation and coordination
- Manage DDQ and RFI processes
- Support firm-level requests and updates
- Coordinate responses to audit enquiries
- Support data gathering and validation
- Respond to internal partner queries
- Participate in process improvement initiatives
- Identify opportunities to streamline workflows
- Escalate complex matters while maintaining service excellence
Education
- High school diploma
Languages
- German – Native
- English – Native
- French – Basic
- Italian – Basic
Tools & Technologies
- Zendesk
- Juniper Square
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LaSalle Investment Management
Industry
FinancialServices
Description
LaSalle Investment Management is a global provider of real estate and investment management services with over 350 institutional clients.
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