Senior Officer, Funds & Institutional

IQ-EQ; Saint Helier; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Private health

Dental cover

Life assurance

Flexible working

Job summary

IQ-EQ in Jersey seeks a motivated Senior Officer to join our Funds & Institutional team. You will support institutional client portfolios, deliver high-quality service, and contribute to our growing international client base, with occasional travel to IQ-EQ offices or client sites.

You will lead by example, mentor junior staff, manage client relationships, and stay updated on fund structures, laws, and taxation across jurisdictions while collaborating across teams.

Qualifications

• At least 5 years of fund administration experience with active CPD.
• Strong knowledge of Jersey’s finance industry and fund services regulations.
• Highly organized, detail-oriented, able to manage multiple priorities under pressure.
• Clear written and verbal communication; collaborate effectively within a team.
• Proficient in Microsoft Office tools (Excel, Outlook, Word).

Responsibilities

• Lead by example and drive client service and efficiency across your portfolio.
• Mentor junior team members and oversee their work for quality and compliance.
• Own client relationships, attend meetings and manage correspondence.
• Maintain technical knowledge of fund structures, laws, and taxes across jurisdictions.
• Collaborate across teams and act as authorised signatory.

Skills

Fund administration

ICSA CPD

Regulatory knowledge

Attention to detail

MS Office

Education

ICSA or equivalent

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

ABOUT IQ-EQ

Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on.

Company Description

Is a global investor services group with deep expertise in private markets. We support investment managers, asset owners and global businesses with the administration, compliance, governance, data and reporting that their structures depend on.

Across 25 jurisdictions, our 6,500+ professionals combine technical strength, connected technology and human understanding - the IQ and the EQ - to free clients from operational complexity and give them the peace of mind to focus on their core business activities.

Our IQ is our technical, regulatory and operational expertise, underpinned by data, technology and coordinated global delivery. Our EQ is our human partnership: understanding the business behind the numbers, the culture behind the structures and the individuals behind the screens.

With more than US$950 billion of assets under administration, our global client base includes 13 of the world's top 15 private equity firms* and 19 of the top 25 private debt firms**.

One relationship connects our clients to the right expertise as needs evolve, helping them move forward with clarity and confidence, wherever they operate.

To find out more about IQ-EQ visit iqeq.com.

Job Description

We’re looking for a motivated Senior Officer to join our Funds & Institutional team in Jersey. In this role, you’ll support the administration of institutional client portfolios, deliver high-quality service, and contribute to a growing international client base. Occasional travel to other IQ-EQ offices or client sites may be required.

What You'll Do

• You’ll lead by example, embodying our Group Values while delivering exceptional client service and driving operational efficiency across your portfolio
• You’ll support and mentor junior team members, sharing your expertise and helping them grow while overseeing their work to ensure quality and compliance
• You’ll take ownership of client relationships, attending meetings, managing correspondence, and proactively identifying opportunities for growth and improvement
• You’ll stay sharp by maintaining your technical knowledge, understanding fund structures, relevant laws, and taxation principles across jurisdictions
• You’ll collaborate across teams, deputise for managers when needed, and act as an authorised signatory - ensuring tasks are completed accurately, securely, and on time.

What We Offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: our employees are entitled to 25 days paid leave plus all Jersey public holidays
• Enhanced maternity and paternity, including shared parental leave and adoption leave
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

Qualifications

• You bring at least 5 years of fund administration experience, backed by a relevant professional qualification (like ICSA) and active CPD.
• You have strong knowledge of Jersey’s finance industry and a solid grasp of fund services business duties and regulations.
• You’re highly organised, detail-oriented, and able to manage multiple priorities under pressure while meeting tight deadlines.
• You communicate clearly and professionally, both in writing and verbally, and collaborate effectively within a team.
• You’re confident using Microsoft tools (Excel, Outlook, Word) and apply strong analytical and numerical skills to deliver high-quality work.

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward‑looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long‑term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing long‑term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.