Fund Onboarding & Implementation Specialist

IQ-EQ

Pasig

On-site

PHP 600,000 - 700,000

Full time

6 days ago
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Benefits offered by this job

HMO coverage
26 days paid leave
Hybrid work

Job summary

IQ-EQ in Pasig, Philippines, is seeking a proactive professional to coordinate and prepare fee proposals for Alternative Investment Funds and corporate structures. You will support the end-to-end client onboarding by coordinating with internal and external stakeholders, ensuring a smooth handover to operational teams.

You will assist with World Check screening, AML/KYC reviews, and compliance processes, draft onboarding documentation, and liaise with Luxembourg and internal teams to meet client

Qualifications

  • Coordinate and prepare fee proposals for Alternative Investment Funds and corporate structures.
  • Support end-to-end client onboarding with internal/external stakeholders.
  • Assist with World Check screening and AML/KYC reviews.

Responsibilities

  • Coordinate and prepare fee proposals for AIFs and related structures.
  • Ensure smooth handover to operational teams during onboarding.
  • Assist AML/KYC reviews and internal compliance processes.
  • Prepare onboarding documents and service agreements.
  • Coordinate with Luxembourg/internal teams for onboarding deliverables.

Skills

Onboarding coordination
AML/KYC knowledge
World Check screening
Bank documentation

Job description

IQ-EQ in Pasig, Philippines, is seeking a proactive professional to coordinate and prepare fee proposals for Alternative Investment Funds and corporate structures. You will support the end-to-end client onboarding by coordinating with internal and external stakeholders, ensuring a smooth handover to operational teams.

You will assist with World Check screening, AML/KYC reviews, and compliance processes, draft onboarding documentation, and liaise with Luxembourg and internal teams to meet client

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