Analyst, Investor Services jobs in United States
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LaSalle Investment Management · 2 hours ago

Analyst, Investor Services

LaSalle Investment Management is seeking an Analyst to join the Investor Services team in Chicago, working within the broader IR group to provide comprehensive client service. This entry-level role involves close collaboration with Investor Relations, Fund and Legal & Compliance teams, and Senior Management to enhance client relationships and support capital raising activities.

Real EstateVenture CapitalWealth Management
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Responsibilities

Facilitate comprehensive investor onboarding processes in partnership with IR and Compliance teams
Assist in managing the centralized mailbox for investor queries using Zendesk, ensuring prompt and professional responses
Process Investor Portal support and access request tickets
Respond to investor queries and provide comprehensive client service across multiple investment strategies
Assist with Request for Proposal (RFP) preparation and coordination, working closely with IR professionals and fund teams
Manage DDQ and RFI processes from initial receipt through final delivery, ensuring timely and accurate responses
Support firm-level requests including industry surveys, consultant database updates, and benchmarking studies
Coordinate responses to internal and external audit inquiries and provide requested documentation
Support data gathering, compilation, validation, and reconciliation activities
Support routine internal partner queries and respond promptly to stakeholder questions across global teams
Participate in process improvement initiatives that enhance client service delivery and operational efficiency
Identify opportunities for streamlining workflows and apply established solutions under guidance
Escalate complex matters appropriately while maintaining client service excellence

Qualification

Investor onboardingClient serviceRegulatory complianceZendeskAnalytical capabilitiesMulti-taskingAttention to detailTime managementWritten communicationVerbal communication

Required

Quick learner with strong organizational abilities
Capable of working independently and effectively managing multiple client requests and project deadlines
Exceptional attention to detail with unwavering focus on accuracy
Excellent written and verbal communication abilities, suitable for professional investor interactions
Strong analytical capabilities with interest in investment processes
Multi-tasking abilities and willingness to complete a variety of projects simultaneously
Demonstrate flexibility with changing client priorities, deadlines and regulatory requirements
Highly self-motivated individual with proactive approach and strong initiative
Client-focused professional with confidence, integrity and understanding of institutional investor expectations
Awareness of data privacy requirements for handling confidential information
Strong time management skills with ability to prioritize competing demands in fast-paced IR environment

Preferred

Familiarity with Zendesk and Juniper Square platforms advantageous, but not essential

Benefits

Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
Generous paid time-off, including paid company holidays.
Additional benefits include paid parental leave short-term and long-term disability, as well as other care/wellness programs.
Financial wellness is supported through a 401(k) plan with a company match, flexible spending accounts or a health savings account.

Company

LaSalle Investment Management

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LaSalle Investment Management operates as a global real estate investment manager. It is a sub-organization of Jones Lang LaSalle.

Funding

Current Stage
Late Stage

Leadership Team

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Brad Gries
CEO
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Mark Gabbay
Chief Executive Officer
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Company data provided by crunchbase