Investor Information Analyst

You will manage our client funds infrastructure, ensuring accurate fund data, literature, disclosures, and regulatory documents are maintained and shared across internal teams, external vendors, and global jurisdictions. The role also oversees fund launches, registrations, investor communications, and reporting, while driving process improvements, vendor management, and cross-team collaboration.

Investor Information Analyst

Our client is a prominent organization in the financial services sector, known for its structured approach and professional environment.

Description

• Coordinate new share class launches/terminations with internal teams and external providers;
• Maintain up-to-date product and share class information across systems;
• Be the primary point of contact for data vendors and manage operational relationships;
• Respond to RFP requests;
• Oversee data accuracy on external vendor platforms through audits and regular oversight;
• Manage production and distribution of relevant documents, considering regulatory requirements;
• Instruct and oversee share class registrations across jurisdictions.
• Draft, coordinate, and distribute investor notifications;
• Design and deliver professional sales and investor activity reports for internal teams, management, and fund boards.
• Ensure consistency of data across reports and respond to queries with clear analysis.
• Develop and maintain investor forms and ensure brand consistency across all outputs;
• Monitor quality of service from external providers;
• Identify gaps in processes, recommend improvements, and update procedures.

Profile

• A degree in Finance, Economics, or a related field;
• Fluent in English;
• Strong knowledge the regulatory framework applicable to asset management and financial services;
• An analytical mindset with attention to detail.

Job Offer

Our client offers you:

• The possibility to join a top-tier company offering strong packages;
• Opportunities to grow within the company;
• An international working environment;
• Offices based in the city centre;
• A professional and structured work environment.

If you are ready to take the next step in your career, apply today!

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