Senior Associate - Investor Services

Role Description

This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast and able to work fully remote.

• You'll oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently.
• You'll post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
• You'll manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
• You'll assist in updating and maintaining document processes and policies to ensure accurate record keeping and compliance.
• You'll collaborate with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development.

Qualifications

• You bring over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms.
• You apply strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments.
• You demonstrate exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback.
• You consistently deliver accurate, detail-oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required.
• You leverage advanced knowledge of Microsoft Outlook, Excel, and Word, supported by a minimum of a Bachelor's degree.

Requirements

• The salary for this position will be dependent on experience and location ($70,000- $100,000).

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.
• 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.