Senior Associate - Investor Services
About the role
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast and able to work fully remote.
Responsibilities
- Oversight of Outlook Investor Services inboxes, responding to routine client inquiries and handling ad-hoc requests efficiently.
- Posting fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
- Managing investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
- Assisting in updating and maintaining document processes and policies to ensure accurate record keeping and compliance.
- Collaborating with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development.
Qualifications
- Over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms.
- Strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments.
- Exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback.
- Consistently delivers accurate, detail-oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required.
- Leverages advanced knowledge of Microsoft Outlook, Excel, and Word, supported by a minimum of a Bachelor's degree.
Benefits
IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance. Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility). Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans. Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
Pay
The salary for this position will be dependent on experience and location ($70,000- $100,000).
Schedule
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast and able to work fully remote.