Associate, Investor Services

LaSalle Investment Management

Associate role in Investor Services at LaSalle for Jones Lang LaSalle Income Property Trust. Guiding REIT transactions, ensuring compliance, and collaborating with distribution partners.

Posted 7/28/2026full-timeRemote • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services operations, including transaction reconciliation, record keeping, and investor communication. Proficient in managing offering documents and implementing process improvements to enhance service delivery.

Highest-signal resume keywords

Bachelor’s Degree In BusinessFinancial Services Operations ExperienceTransaction ReconciliationRecord Keeping AccuracyProblem Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ReconciliationRecord KeepingAudit And Approval Of Tax FormsOffering Document ManagementProcess Improvement Implementation

Soft Skills

Verbal And Written CommunicationOrganizational SkillsAttention To DetailFlexibilityIndependent Work

Industry Keywords

Investor ServicesREIT1031 ProgramBroker-DealersDistribution Partners

About the role

Key responsibilities & impact

Reporting to the Senior Vice President of Investor Services, the Associate will play an integral role in the Investor Services group.
Provide guidance and direction to the REIT and 1031 Program transfer agents.
Ensure record keeping accuracy on all new accounts, purchases, redemptions, transfers, distributions and maintenance.
Daily reconciliation of transactions and money settlement.
Act as a liaison with distribution partners to onboard new clearing firms and broker-dealers.
Work with investors, financial professionals, and internal/external wholesalers to assist with service needs.
Identify and implement procedural and process improvements for servicing business.
Coordinate investor mailings and output with vendors (letters, proxy, tax forms, and statements).
Audit and approve annual tax forms and monthly/quarterly investor statements.
Manage the offering document process with 1031 Program transfer agent.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance or other financial area.
3-4 years of full-time experience in a similar role.
Work experience in the financial services operations area, preferred.
Ability to communicate both verbally and written with internal and external customers, business partners and vendors.
Flexibility with tasks and responsibilities as well as organizational and planning skills to process with changing directions, deadlines and standards.
Attention to detail and ability to maintain a high level of work accuracy.
Ability to work under own initiative.
Independent and strong problem solving skills.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities