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Investor Service Analyst Jobs in Phoenix, AZ (NOW HIRING)

Northern Trust

Sr Analyst, Investor Srvcs HFS

Tempe, AZ · On-site

$50.16K - $75.24K/yr

The investor services team maintains investor information, processes investor capital activity ... The Investor services Quality Assurance Analyst responsibilities include ensuring that the final ...

Northern Trust

Sr Analyst, Investor Srvcs HFS

Tempe, AZ

$50.16K - $75.24K/yr

The investor services team maintains investor information, processes investor capital activity ... The Investor services Quality Assurance Analyst responsibilities include ensuring that the final ...

Northern Trust

Sr Analyst, Investor Srvcs HFS

Tempe, AZ

$50.16K - $75.24K/yr

The investor services team maintains investor information, processes investor capital activity ... The Investor services Quality Assurance Analyst responsibilities include ensuring that the final ...

AssetMark, Inc.

Senior Data Analyst

Phoenix, AZ · On-site

$105K - $125K/yr

We provide investment, relationship, and practice management solutions that advisors use in helping ... Advanced proficiency in analytics/BI platforms (e.g., Tableau, Power BI, SQL) and self-service ...

AssetMark

Senior Data Analyst

Phoenix, AZ · Hybrid

$105K - $125K/yr

We provide investment, relationship, and practice management solutions that advisors use in helping ... Advanced proficiency in analytics/BI platforms (e.g., Tableau, Power BI, SQL) and self-service ...

JPMorgan Chase & Co

Loan Servicing Analyst

Tempe, AZ · On-site

$36.50K - $49.10K/yr

Collaborate effectively with cross-functional teams to ensure seamless client service operations ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

JPMorgan Chase & Co.

Loan Servicing Analyst

Tempe, AZ · On-site

$36.50K - $49.10K/yr

Collaborate effectively with cross-functional teams to ensure seamless client service operations ... Our history spans over 200 years and today we are a leader in investment banking, consumer and ...

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Investor Service Analyst information

See Phoenix, AZ salary details

$10.9K

$65.8K

$109.2K

How much do investor service analyst jobs pay per year?

As of May 28, 2026, the average yearly pay for investor service analyst in Phoenix, AZ is $65,839.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $77,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Investor Service Analyst, and why are they important?

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 are Investor Service Analysts?

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 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 Phoenix, AZ? For Investor Service Analyst jobs in Phoenix, AZ, the most frequently searched job titles are:
What job categories do people searching Investor Service Analyst jobs in Phoenix, AZ look for? The top searched job categories for Investor Service Analyst jobs in Phoenix, AZ are:
Investor Service Analyst jobs near you
Sr Analyst, Investor Srvcs HFS

Sr Analyst, Investor Srvcs HFS

Northern Trust

Tempe, AZ • On-site

$50.16K - $75.24K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Northern Trust rating

7.7

Company rating: 7.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Summary:
This role involves working for Northern Trust Hedge Fund Services, a global fund administrator, specializing in complex hedge funds and alternative asset investments. The investor services team maintains investor information, processes investor capital activity, conducts AML due diligence, and generates investor reporting on behalf of our clients. The Investor services Quality Assurance Analyst responsibilities include ensuring that the final product facilitated by the investor services team has been reviewed with the quality and standards required to meet timely and accurate deliverables to our clients and internal shared service teams. The scope of review and quality assurance consists of but are not limited to trade confirms, capital activity (subscriptions, redemptions, transfers), contact updates, cash release emails, wire instruction updates, AML/ KYC review.
Major Duties:
  • Performs daily reviews and executes controls before final deliverables are sent out
  • Completes daily reviews / tasks in a timely manner meeting deliverable timelines
  • Works effectively as a team member but also independently
  • Prioritizes conflicting needs, handles matters proactively and follows through on projects to completion, often with deadline pressures
  • Works closely with the investor services rep to ensure seamless hand off for review of activity
  • Coordinate and identify breaks / discrepancies with investor team

Knowledge/Skills:
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
  • Demonstrates the ability to achieve high performance goals and meet deadlines in a fast paced environment
  • Effective and efficient communication
  • Ability to multi-task
  • Adaptability to a changing environment or scope of review
  • Detail-oriented and accurate
  • Excellent analytical and problem solving skills
  • Ability to communicate effectively

Experience Required:
  • A College or University degree and/or relevant proven work experience is preferred.
  • Advanced Microsoft Office experience (Excel, Word, etc.)
  • Basic Functional / Industry Knowledge is preferred

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
Salary Range:
$50,160 - 75,240 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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