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Investor Service Analyst Jobs in Delaware (NOW HIRING)

Chesapeake Utilities

Financial Analyst III

Dover, DE · On-site

... investments. * Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results. * Completes special financial studies, e.g. cost of service ...

Chesapeake Utilities

Financial Analyst III

Newark, DE · On-site

... investments. * Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results. * Completes special financial studies, e.g. cost of service ...

Chesapeake

Financial Analyst III

Dover, DE · On-site

... investments. * Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results. * Completes special financial studies, e.g. cost of service ...

M&T Bank

Analyst, Family Office Advisory

Wilmington, DE · On-site

$59K - $99K/yr

... service, better organizing and educating clients, and helping the team provide high-level advice ... and insights to investment advisors for foundational and complex investment analysis

M&T Bank

Analyst, Family Office Advisory

Wilmington, DE · On-site

$59K - $99K/yr

... service, better organizing and educating clients, and helping the team provide high-level advice ... and insights to investment advisors for foundational and complex investment analysis

Best Egg

Treasury Analyst

Wilmington, DE

$65K - $80K/yr

Support third-party operational audits conducted on behalf of investors and warehouse facilities ... Experience in reconciliation, banking, financial operations, accounting, loan servicing or related ...

New

Fairygodboss

Corporate Controller, Analyst

Newark, DE · On-site

$120 - $190/hr

... Investment Bank is a global leader in banking, markets, and securities services. Our Controllers ... Strong analytical skills: Ability to quickly understand workings of a complex processing system and ...

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Investor Service Analyst information

What is an investor service analyst?

Investor Service Analysts are professionals who act as a link between investment firms and their clients, such as individual investors or institutional clients. They handle client inquiries, process transactions, maintain account records, and ensure that clients receive accurate information about their investments. These analysts also assist with the preparation of reports, resolve issues related to accounts, and keep clients updated about portfolio performance and relevant changes. Their role requires strong communication skills, attention to detail, and a solid understanding of financial products and market trends.

What are the key skills and qualifications needed to thrive as an investor service analyst?

To thrive as an Investor Service Analyst, you need a solid understanding of financial products, investment operations, and strong analytical skills, typically supported by a degree in finance, accounting, or a related field. Familiarity with investment management systems, Excel, and platforms like Bloomberg or Oracle is often required, and certifications such as CFA or IMC are advantageous. Attention to detail, effective communication, and strong client service orientation are essential soft skills for success in this role. These skills and qualities are crucial for ensuring accurate account management, regulatory compliance, and high-quality service to clients in a dynamic financial environment.

How does an investor service analyst typically collaborate with other departments within an investment firm?

Investor Service Analysts work closely with departments such as portfolio management, compliance, and client relationship teams to ensure accurate reporting and timely resolution of investor inquiries. They often act as a liaison, relaying critical information between clients and internal teams, especially when handling account transactions or addressing complex questions. Frequent collaboration helps maintain high client satisfaction and ensures that all regulatory and operational requirements are met efficiently.

What is the difference between Investor Service Analyst vs Fund Accountant?

AspectInvestor Service AnalystFund Accountant
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CPA)Bachelor's degree, accounting certifications (e.g., CPA)
Work EnvironmentClient-facing, service-oriented, financial institutionsBack-office, accounting-focused, asset management firms
Employer & Industry UsageAsset managers, banks, investment firmsFund management companies, hedge funds, private equity
Common Search & ComparisonInvestor Service Analyst vs Fund Accountant

While both roles support asset management operations, Investor Service Analysts primarily focus on client relations, reporting, and ensuring investor satisfaction. Fund Accountants handle the financial record-keeping, NAV calculations, and compliance for investment funds. Both roles require strong financial knowledge and certifications, but their core responsibilities differ in client interaction versus accounting tasks.

What are popular job titles related to Investor Service Analyst jobs in Delaware?

For Investor Service Analyst jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Investor Service Analyst jobs in Delaware look for?

The top searched job categories for Investor Service Analyst jobs in Delaware are:

What cities in Delaware are hiring for Investor Service Analyst jobs?

Cities in Delaware with the most Investor Service Analyst job openings:

Investor Service Analyst jobs near you

Financial Analyst III

Chesapeake Utilities Corporation

Newark, DE • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 2 days ago

Chesapeake Utilities rating

6.8

Company rating: 6.8 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Career Opportunity

Financial Analyst III

Location: Hybrid with occasional travel, located in Yulee, FL West Palm Beach, FL, Newark, DE, or Dover, DE

 

What makes us great…

At the heart of our Company is a dedication to delivering energy that drives progress.  We put people first, work to keep them safe and build trusting relationships. 

What you’ll be working on…  

  • Prepares consolidated summary presentations for senior management’s review
  • Supports the development of strategic plan, budgets, performance indicators, and target benchmarks.
  • Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense and/or gross margin analyses, projections, and reports
  • Performs complex financial forecasting, financial modeling and trend analysis.
  • Captures and reports key performance indicators, highlight notable trends and analyze causes of unexpected variances.
  • Prepares feasibility studies for capital investments.
  • Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results.
  • Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.
  • Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.
  • Assists in reviewing accounting transactions for financial accuracy
  • Assists management with merger and acquisition proforma and analysis.
  • Partners and liaises with operations and corporate functions to collect the individual pieces of data and information required by required filings and/or reports.
  • Continuously identifies and implements improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.
  • Drives best practices within financial planning and analysis areas.
  • Performs all other duties as assigned by Manager

Who you are...

  • Four-year degree in Accounting/Finance or a related business field.
  • Minimum of 5 years of business planning, financial analysis, or other related finance experience.
  • Experience with modern ERP’s and analytical tools (SAP or similar, Power BI, Qlik, Tableau, etc.) is required
  • Regular driver’s license
  • Basic accounting knowledge (accruals, GAAP, etc.)
  • Experience in the utility industry or relevant experience in a Financial Planning and Analysis role is preferred
  • Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance
  • Must be able to communicate in a clear, concise manner with Managers, Directors, and Senior Staff members.
  • Proficient knowledge in the Microsoft Office suite of software, namely: PowerPoint, Excel, and Word.
  • Must have a high level of initiative and be able to be self-directed.
  • Must be able to prioritize multiple requests simultaneously.
  • Must be able to respond creatively to unique situations.
  • Demonstrated ability to seek efficiencies in all areas to streamline and improve overall processes

What’s in it for you…

  • Flexible work arrangement
  • Competitive base salary
  • Fantastic opportunities for career growth
  • Cooperative, supportive and empowered team atmosphere
  • Annual bonus and salary increase opportunities
  • Monthly recognition events
  • Endless wellness initiatives and community events
  • Robust and customizable benefit packages-choose what works best with your life. Options include generous 401k, medical, dental and life insurance, tuition reimbursement, compensated volunteer hours and MORE!
  • Paid time off, holidays and a separate bank of sick time!

Chesapeake Utilities Corporation is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability that need assistance applying for a position may email careers@chpk.com

What Chesapeake Utilities employees say

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