Senior Associate - Investor Services
External
Iqeq · San Diego, CA$70K–$85K/yrFull-timeOn-site1w ago
ComplianceExcel
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Responsibilities
- 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.
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.The salary for this position will be dependent on experience and location ($70,000- $85,000).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.Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.#LI-HYBRIDHealth insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsParental leave
Additional Information
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast.
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