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LaSalle Investment Management is seeking an Analyst to join the Investor Services team in Chicago, working within the broader IR group to provide comprehensive client service. This entry-level role reports directly to the Associate Vice President, Investor Services in Chicago with an indirect reporting relationship to the Senior Vice President, Investor Services based in the UK. The role involves close collaboration with Investor Relations, Fund and Legal & Compliance teams, and Senior Management, as well as liaising with external service providers and clients.
The successful candidate will assist in the day-to-day management of the centralized mailbox and investor onboarding. The objective is to deliver a “best-in-class” service offering to the business and clients while developing investor servicing and operations knowledge and establishing robust processes.
Role and Accountabilities:
- Facilitate comprehensive investor onboarding processes in partnership with IR and Compliance teams
- Assist in managing the centralized mailbox for investor queries using Zendesk, ensuring prompt and professional responses
- Process Investor Portal support and access request tickets
- Respond to investor queries and provide comprehensive client service across multiple investment strategies
- Assist with Request for Proposal (RFP) preparation and coordination, working closely with IR professionals and fund teams
- Manage DDQ and RFI processes from initial receipt through final delivery, ensuring timely and accurate responses
- Support firm-level requests including industry surveys, consultant database updates, and benchmarking studies
- Coordinate responses to internal and external audit inquiries and provide requested documentation
- Support data gathering, compilation, validation, and reconciliation activities
- Support routine internal partner queries and respond promptly to stakeholder questions across global teams
- Participate in process improvement initiatives that enhance client service delivery and operational efficiency
- Identify opportunities for streamlining workflows and apply established solutions under guidance
- Escalate complex matters appropriately while maintaining client service excellence
Required Experience:
- Quick learner with strong organizational abilities
- Capable of working independently and effectively managing multiple client requests and project deadlines
- Exceptional attention to detail with unwavering focus on accuracy
- Excellent written and verbal communication abilities, suitable for professional investor interactions
- Strong analytical capabilities with interest in investment processes
- Multi-tasking abilities and willingness to complete a variety of projects simultaneously
- Demonstrate flexibility with changing client priorities, deadlines and regulatory requirements
- Highly self-motivated individual with proactive approach and strong initiative
- Client-focused professional with confidence, integrity and understanding of institutional investor expectations
- Awareness of data privacy requirements for handling confidential information
- Strong time management skills with ability to prioritize competing demands in fast-paced IR environment
- Familiarity with Zendesk and Juniper Square platforms advantageous, but not essential
US Jobs Only: This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.
