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Analyst, Investor Services

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Arbeitsbeschreibung - Analyst, Investor Services

Investor Relations ("IR") is the team within LaSalle responsible for all client relationships, capital raising, new product development and marketing activities to clients and prospects globally. The team consists of over 30 professionals located in 12 offices worldwide. LaSalle has over 350 institutional clients globally, invested in both private real estate and public securities investment programmes.

Investor Services operates as a core function within the broader IR organisation, providing specialised support that enhances our client relationships and capital-raising capabilities. The team manages centralised investor servicing across multiple regions and time zones, supporting LaSalle's "One LaSalle" mission and "client first" culture by enhancing investor retention and meeting evolving client expectations.

The team owns critical functions including global investor onboarding, the LaSalle Investor Portal, KYC/AML procedures, ongoing account management, and regulatory compliance across multiple jurisdictions. We manage investor communications through integrated systems and maintain legal books and records for investor data, serving as the operational backbone that enables the IR team's relationship management and capital-raising activities.

Working in a highly collaborative environment, the Investor Services team coordinates with the broader IR team, Global Fund Teams and business units worldwide to manage investor queries, respond to requests for proposals (RFPs), due diligence questionnaires (DDQs), and requests for information (RFIs).

LaSalle Investment Management is seeking an Analyst to join the Investor Services team in our Munich office, working within the broader IR group to provide comprehensive client service.

At LaSalle, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.

JLL Privacy Notice

Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously.


Aufgaben

Objective of Role:

This entry-level role reports directly to the Senior Vice President, Investor Services 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 centralised mailbox and investor onboarding. The objective is to deliver a "best-in-class" service offering to the business and clients whilst 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 centralised 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 enquiries 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 whilst maintaining client service excellence

Profil
  • Fluency in German and English is required
  • Additional language skills in French and/or Italian would be advantageous but are not essential
  • Quick learner with strong organisational 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 prioritise competing demands in fast-paced IR environment
  • Familiarity with Zendesk and Juniper Square platforms advantageous but not essential

Wir bieten

#LI-DNI

LaSalle is an Equal Opportunity Employer and encourages applications from all sections of the community

US Jobs Only: This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Location:

On-site –Munich, DEU

Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.

For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.

For additional details please see our career site pages for each country.

Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at [email protected]. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.

For employees in the United States, please see a fully copy of our Equal Employment Opportunity policy here.

Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.

Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.

Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.

California Residents only

If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.

Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


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