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Investor Service Analyst Jobs (NOW HIRING)

OSTTRA

Client Service Analyst

New York, NY · On-site

As an Analyst, you will support clients in streamlining their margin workflows, ensuring compliance ... Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a ...

HedgeServ

Investor Services Manager

New York, NY · On-site +1

$130K - $140K/yr

Alongside our technology, we offer award-winning service through our team-based approach -- led by ... Strong analytical and problem-solving skills * Ability to work effectively both within a team ...

Osttra

Client Service Analyst

Manhattan, NY · On-site

As an Analyst, you will support clients in streamlining their margin workflows, ensuring compliance ... Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a ...

Orix

Analyst, Investor Solutions

Chicago, IL · On-site

The Investor Solutions Analyst plays a key role in supporting and evolving NXT Capital's third ... third-party service providers. In addition, the Analyst will be expected to assess deal level ...

ORIX

Analyst, Investor Solutions

Chicago, IL · On-site

The Investor Solutions Analyst plays a key role in supporting and evolving NXT Capital's third ... third-party service providers. In addition, the Analyst will be expected to assess deal level ...

ORIX USA

Analyst, Investor Solutions

Chicago, IL · On-site

The Investor Solutions Analyst plays a key role in supporting and evolving NXT Capital's third ... third-party service providers. In addition, the Analyst will be expected to assess deal level ...

Archgroup

Claim Service Analyst

Cortland, NY

$45K - $55K/yr

... investors and communities to achieve their greatest potential. Our work is the catalyst that helps ... Analytical mindset with the ability to interpret and manage various types of data. High attention ...

Arch Capital Group

Claim Service Analyst

Cortland, NY · On-site

$45K - $55K/yr

... investors and communities to achieve their greatest potential. Our work is the catalyst that helps ... Analytical mindset with the ability to interpret and manage various types of data. High attention ...

Western Alliance Bank

Client Service Analyst 3

$39.92 - $49.32/hr

Client Service Analyst 3 Location: Maryland - Remote What you'll do: As a Trust Associate III you ... Frequent interaction with asset managers, investors, auditors, and rating agencies. * Responsible ...

Archgroup

Claim Service Analyst

Cortland, NY · On-site

$45K - $55K/yr

... investors and communities to achieve their greatest potential. Our work is the catalyst that helps ... Analytical mindset with the ability to interpret and manage various types of data. High attention ...

Western Alliance Bank

Client Service Analyst 3

Houston, TX · On-site

$39.92 - $49.32/hr

Job Title: Client Service Analyst 3 Location: Maryland - Remote What you'll do: As a Trust ... Frequent interaction with asset managers, investors, auditors, and rating agencies. * Responsible ...

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Investor Service Analyst information

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How much do investor service analyst jobs pay per year?

As of Jul 3, 2026, the average yearly pay for investor service analyst in the United States is $66,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $78,000.00 per year, depending on experience, location, and employer.

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 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.

What does an investor analyst do?

An investor analyst evaluates financial data, market trends, and company performance to provide investment recommendations and support decision-making. They often analyze reports, create financial models, and use tools like Excel or specialized software to assess risks and opportunities. Strong analytical skills and knowledge of financial markets are essential for this role.

How much do you make as an investment analyst?

Investment analysts typically earn a median annual salary of around $85,000, with salaries ranging from approximately $55,000 to over $130,000 depending on experience, location, and employer. Entry-level analysts may start lower, while experienced professionals or those in major financial hubs can earn significantly more, especially with certifications like the CFA.

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 jobs make $1,000,000 a year?

In the finance sector, senior roles such as hedge fund managers, private equity partners, and investment bankers can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced skills, and often involve managing large portfolios or client assets.

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.

Is investment analysis a good career?

Investment analysis is a valuable career that involves evaluating financial data, market trends, and investment opportunities. It often requires strong analytical skills, proficiency with financial tools, and relevant certifications such as the CFA. The role can offer competitive compensation and opportunities for advancement in finance firms or asset management companies.
More about Investor Service Analyst jobs
What cities are hiring for Investor Service Analyst jobs? Cities with the most Investor Service Analyst job openings:
What states have the most Investor Service Analyst jobs? States with the most job openings for Investor Service Analyst jobs include:
What job categories do people searching Investor Service Analyst jobs look for? The top searched job categories for Investor Service Analyst jobs are:
Investor Service Analyst jobs near you
Infographic showing various Investor Service Analyst job openings in the United States as of June 2026, with employment types broken down into 13% Full Time, and 87% Contract. Highlights an 84% Physical, 7% Hybrid, and 9% Remote job distribution, with an average salary of $66,310 per year, or $31.9 per hour.

Client Service Analyst

OSTTRA

New York, NY • On-site

Full-time

Medical, Retirement

Posted 12 days ago

Job description

Job Overview
The Margin Client Services team is the primary interface for our clients utilizing the industry-standard platform for automated collateral management. As an Analyst, you will support clients in streamlining their margin workflows, ensuring compliance with global regulatory standards (such as UMR), and managing the movement of collateral. You will work at the intersection of credit risk, liquidity management, and technology, collaborating closely with product, development, and sales teams globally.
Responsibilities and Impact
  • Collateral Workflow Management: Provide daily support to subscribers on end-to-end margin call workflows, including Variation Margin (VM) and Initial Margin (IM).
  • Dispute Advocacy: Assist clients in identifying the root causes of margin disputes by bridging the gap between portfolio breaks and collateralized exposure.
  • Agreement Digitization: Assist in the onboarding and "digitization" of Legal Agreements (CSAs, MCAs, and ACAs) to ensure automated calculation of thresholds, MTAs, and rounding.
  • Trade & Position Normalization: Handle complex data sets to ensure accurate calculation of Net Exposure and Required Margin within the TriResolve environment.
  • Regulatory Compliance: Actively monitor and educate clients on evolving market regulations (EMIR, Dodd-Frank, and UMR Phases) and their impact on collateral requirements.
  • Product Evolution: Collaborate with Product Management and Developers to provide feedback on margin-specific features, such asOptimization, Interest Processing, and Inventory Management.
  • Quality Assurance: Participate in UAT testing for new platform functionalities, ensuring the tool remains the market leader in collateral automation.

What We're Looking For
Basic Required Qualifications
  • Collateral Proficiency: Understanding of the margin call lifecycle, including issuance, pledge acceptance, and settlement.
  • Data Analysis: Proficiency in using text editors and advanced spreadsheet functions to interpret trade valuations and collateral eligibility lists.
  • Client Relationship Skills: Ability to manage high-pressure situations, such as resolving time-sensitive margin disputes or settlement failures.
  • Operational Agility: Ability to work in a fast-paced environment where market volatility can lead to sudden spikes in margin call volumes.
  • Communication: Strong verbal and written English skills; the ability to explain complex financial movements to both back-office operations and front-office risk managers.

Additional Preferred Qualifications
  • Market Knowledge: In-depth understanding of OTC Derivatives and the trade lifecycle, specifically regarding how trade economics drive collateral movements.
  • Regulatory Literacy: Familiarity with Uncleared Margin Rules (UMR) and the operational requirements for exchanging Initial Margin (IM).
  • Legal Familiarity: A basic understanding of ISDA/CSA documentation and how various parameters (rounding, thresholds, currency haircuts) affect margin calculations.
  • Technical Interest: A keen interest in Fintech and the automation of legacy manual processes through SaaS solutions.

Location: New York, USA
Salary: USD 70,000 - 85,000 per year
Our benefits include:
  • Health & Wellness: Health care coverage designed for the mind and body.
  • Flexible Downtime: Generous time off helps keep you energized for your time on.
  • Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
  • Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
  • Family Friendly Perks: It's not just about you. OSTTRA has perks for your partners and little ones, too, with some
  • best-in class benefits for families.

About OSTTRA
Launched in 2021, OSTTRA unites four businesses that have been at the heart of post-trade evolution and innovation for over 20 years: MarkitServ, Traiana, TriOptima and Reset.
With an outstanding track record of developing and supporting critical market infrastructure, our combined network connects thousands of market participants to streamline end to end workflows - from trade capture at the point of execution, through portfolio optimisation, to clearing and settlement.
Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology, playing a central role in supporting global financial markets. Learn more at www.osttra.com.

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