Associate, Investor Services

🔥 25 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $90k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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LaSalle Investment Management

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

📣 Marketing

💸 Finance

Consulting • Marketing • Finance

LaSalle Investment Management is a leading global real estate investment manager. The company focuses solely on real estate as an asset class, allowing it to deliver competitive investment performance and high-quality client service. With a diverse client base of over 500 institutional investors, including pension funds, insurance companies, and sovereign wealth funds, LaSalle has established a strong reputation built over more than 40 years. The firm operates with more than 900 employees across 24 offices worldwide, managing approximately $78 billion in private and public real estate property and debt investments.

📋 Description

• Reporting to the Senior Vice President of Investor Services, the Associate will play an integral role in the Investor Services group. • Provide guidance and direction to the REIT and 1031 Program transfer agents. • Ensure record keeping accuracy on all new accounts, purchases, redemptions, transfers, distributions and maintenance. • Daily reconciliation of transactions and money settlement. • Act as a liaison with distribution partners to onboard new clearing firms and broker-dealers. • Work with investors, financial professionals, and internal/external wholesalers to assist with service needs. • Identify and implement procedural and process improvements for servicing business. • Coordinate investor mailings and output with vendors (letters, proxy, tax forms, and statements). • Audit and approve annual tax forms and monthly/quarterly investor statements. • Manage the offering document process with 1031 Program transfer agent.

🎯 Requirements

• Bachelor’s degree in Business, Finance or other financial area. • 3-4 years of full-time experience in a similar role. • Work experience in the financial services operations area, preferred. • Ability to communicate both verbally and written with internal and external customers, business partners and vendors. • Flexibility with tasks and responsibilities as well as organizational and planning skills to process with changing directions, deadlines and standards. • Attention to detail and ability to maintain a high level of work accuracy. • Ability to work under own initiative. • Independent and strong problem solving skills.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities