Senior Associate – Investor Services (Private Equity)

IQ-EQ; Phoenix (AZ); Remote; USD 65,000 - 90,000; Full time

Job summary

A leading Investor Services group seeks a Remote position managing client relations in private equity. Successful candidates will leverage their analytical and technical skills while ensuring high-quality service and operational effectiveness for multiple funds, benefitting from a comprehensive benefits package and remote working flexibility.

Qualifications

• 3+ years in private equity or public accounting.
• Ability to manage competing deadlines effectively.
• Desire to manage and train junior team members.

Responsibilities

• Manage Outlook Inboxes and client communication.
• Support multiple Private Equity funds.
• Ensure adherence to client deliverables timelines.

Skills

Analytical skills

Technical skills in accounting

Exceptional client service

Team collaboration

Attention to detail

Effective communication

Education

Bachelor's degree

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

We’re driven by our Group purpose, to power people and possibilities.

Job Description

This is a remote position that will work 9am - 6pm Pacific Time Zone - successful candidates will be in the US on the West Coast.

• ManageOutlook Inboxes
• Handle daily/routine client information requests and fulfill ad-hoc requests as needed
• Support client on multiple Private Equity funds within various industries
• Manage investor expectations and ensure adherence to timelines of client’s deliverables
• Communicatewith other departments regarding upcoming posts and approvals
• Updateand managedocument processes and policies to ensure proper record keeping
• Manage the delivery of capital call and distributions notices to clients and the investors
• Oversee relationships with own team and client to ensure standards are met and operating according to client’s process
• Assess operational effectiveness and make suggestions for process development

Qualifications

• Three plus year experience in private equity, public accounting, or a combination of experience at an alternative asset investment firm
• Analytical and technical skills with proficiency in accounting and administration for alternative investment funds
• Bachelor's degree
• Ability to provide exceptional client service
• Ability to collaborate with others in a team environment, provide and accept constructive feedback
• Ability to produce high quantity of work product with accuracy and extreme attention to detail
• Ability to manage multiple demands and competing deadlines
• Effective and professional communication
• Ability to work overtime as needed to meet deadlines
• Experience in or desire to manage and train junior team members
• Advanced knowledge of Microsoft Outlook, Excel, Word preferred

Additional Information

Salary based on experience and location ($65,000-$90,000) and full benefits package offered.

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

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.

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 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.Through IQ-EQ Launchpad we support women 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 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.

#LI-REMOTE