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Senior Associate – Investor Services (Fund Administration) - Remote

Posted 7 days ago
Finance / Legal
Full Time
CA, USA
$65,000 - $90,000/year

Overview

The Senior Associate in Investor Services will manage client relationships and support multiple Private Equity funds, ensuring operational effectiveness and adherence to client timelines.

In Short

  • Manage Outlook Inboxes and handle client information requests.
  • Support clients on various Private Equity funds.
  • Manage investor expectations and timelines.
  • Communicate with departments regarding approvals.
  • Update document processes for proper record keeping.
  • Oversee capital call and distribution notices.
  • Ensure standards are met with clients and team.
  • Assess operational effectiveness and suggest improvements.

Requirements

  • Three plus years of experience in private equity or public accounting.
  • Proficiency in accounting and administration for alternative investment funds.
  • Bachelor's degree required.
  • Exceptional client service skills.
  • Team collaboration and constructive feedback abilities.
  • High attention to detail and accuracy in work.
  • Ability to manage competing deadlines.
  • Effective communication skills.
  • Willingness to work overtime as needed.
  • Experience in managing and training junior team members.
  • Advanced knowledge of Microsoft Outlook, Excel, and Word preferred.

Benefits

  • Full benefits package offered.
  • Salary based on experience and location.
IQ-EQ logo

IQ-EQ

IQ-EQ is a prominent Investor Services group that merges global expertise with a steadfast commitment to client service delivery. The company supports a diverse range of clients, including fund managers, global corporations, family offices, and private clients, operating on a worldwide scale. IQ-EQ emphasizes continuous learning and professional development within an inclusive and diverse environment, providing opportunities across various service lines and its international network of offices.

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