Investment Onboarding & Compliance Coordinator

IQ-EQ

Pasig

Hybride

PHP 700 000 - 1 000 000

Plein temps

Il y a 7 jours
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Avantages offerts par ce poste

HMO coverage
26 days annual leave
Hybrid work arrangement
Training & development plan

Résumé du poste

IQ-EQ is seeking a role-focused candidate to coordinate fee proposals for Alternative Investment Funds and manage the onboarding process across global stakeholders, including AML/KYC reviews and document preparation.

The role supports the Luxembourg Business Implementation team to ensure timely client deliverables and a smooth onboarding experience, with a strong emphasis on compliance and cross-border coordination.

Qualifications

  • Coordinate and prepare fee proposals for Alternative Investment Funds and corporate structures.
  • Support end-to-end client onboarding with internal and external stakeholders.
  • Assist with World Check screening and AML/KYC reviews.
  • Prepare onboarding documentation including bank account opening paperwork and service agreements.
  • Facilitate coordination with Luxembourg and internal teams, delivering onboarding deliverables.

Responsabilités

  • Coordinate and prepare fee proposals for Alternative Investment Funds investing in real estate, private equity, debt, infrastructure and other structures under guidance.
  • Support end-to-end client onboarding by coordinating with internal and external stakeholders for a smooth handover to operations.
  • Assist with World Check screening, AML/KYC analyses, and internal database maintenance and compliance approvals.
  • Prepare onboarding documentation including bank account opening paperwork and service agreements; support client/stakeholder calls.
  • Assist with legal document reviews, coordinating with Luxembourg and internal teams to meet client deliverables.

Description du poste

IQ-EQ is seeking a role-focused candidate to coordinate fee proposals for Alternative Investment Funds and manage the onboarding process across global stakeholders, including AML/KYC reviews and document preparation.

The role supports the Luxembourg Business Implementation team to ensure timely client deliverables and a smooth onboarding experience, with a strong emphasis on compliance and cross-border coordination.

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