Company Description ABOUT IQ-EQ 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…
Company Description ABOUT IQ-EQ 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…
Company Description ABOUT IQ-EQ 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…
Skills: Fund accounting, Financial reporting, Audit, NAV calculations, Financial statement review
Company Description About IQEQ 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 …
Skills: Financial reporting, IFRS, US GAAP, Fund accounting, Client relationship management
Company Description ABOUT IQ-EQ 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…
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 wo…
Skills: Portfolio management, Regulatory compliance, Due diligence, Investment fund management, AIFMD
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 wo…
Skills: Depositary oversight, Custody functions, Private equity, Real estate, Fund accounting
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 wo…
Company Description ABOUT IQ-EQ 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…
Skills: Financial reporting, UK GAAP, IFRS, Investor drawdown calculations, Investor distribution calculations
Company Description ABOUT IQ-EQ 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…
Company Description ABOUT IQ-EQ 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…
Skills: Regulatory reporting, Financial services, Quality review, Reconciliations, Data analysis
Director – Business Development (International Funds)
New York, New York, United States · Hybrid
$150k–$180k/yr
Senior$3M raised
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 wo…
Skills: Sales, Negotiation, European Fund Structures, AIFMD Regulatory Framework, Business Development
Director – Business Development (International Funds)
New York, New York, United States · Hybrid
$150k–$180k/yr
Senior$3M raised
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 wo…
Skills: Business development, Sales, Negotiation, Fund structures, Regulatory frameworks
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 wo…
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 wo…
Skills: Fund Accounting, Client Relationship Management, Financial Reporting, Team Leadership, Valuations
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 wo…
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 wo…
Skills: Fund Accounting, Client Relationship Management, Financial Reporting, Team Leadership, Valuations
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 wo…
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 wo…
Skills: Fund Accounting, Client Relationship Management, Financial Reporting, Team Leadership, Valuations
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 wo…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
professional certificate
Annual bonus, Referral rewards, Pension contributions, Medical insurance, Dental insurance, Life assurance
Posted 8d ago
~40 hrs/week
Responsibilities
You will manage a diverse portfolio of private wealth clients, delivering high-quality trust and company administration services while ensuring regulatory compliance. Additionally, you will support senior management and mentor junior team members to maintain operational efficiency and excellent client service.
Requirements
Candidates should have several years of experience in trust and private wealth administration, with a strong understanding of fiduciary duties and corporate structures. A professional qualification such as the STEP Diploma is considered highly desirable for this role.
Full job description
Company Description
ABOUT IQ-EQ
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 6,500+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 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.
Job Description
THIS ROLE
You will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency
What You’ll Do
You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements
You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally
You will support senior management with the day-to-day administration of private client structures, exercising judgement, escalating risks appropriately, and deputizing where required
You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team
You will actively contribute to a strong client servicing culture, acting as a role model for Group values and promoting collaboration, operational effectiveness, and continuous improvement
What we offer
Base Salary: Competitive pay based on role, qualifications, experience, and market standards
You have effective verbal and written communication skills, enabling clear and professional interactions with stakeholders.
You are flexible and work effectively as part of a team, building positive and collaborative working relationships.
You can prioritize multiple tasks effectively while maintaining accuracy and meeting deadlines.
You work well under pressure and consistently deliver results within tight timeframes.
You have strong analytical skills and attention to detail, along with a good working knowledge of Microsoft Excel, Outlook, and Word.
Additional Information
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 6,500+ employees - from 94 nationalities, across 254 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.
We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs.
We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.
Offices: 412F, route d'Esch, Luxembourg, L-2086, LU · 250 West 57th Street, 10th Floor,, New York, New York 10107,, US
corporate administration servicesfamily office servicesglobal accountingsconsolidation & tax compliance servicesglobal support solutions in Plug&Play modefund administration servicesdepositarycustody & securitization services3rd party AIFMprivate clients
We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs.
We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.
Offices: 412F, route d'Esch, Luxembourg, L-2086, LU · 250 West 57th Street, 10th Floor,, New York, New York 10107,, US
corporate administration servicesfamily office servicesglobal accountingsconsolidation & tax compliance servicesglobal support solutions in Plug&Play modefund administration servicesdepositarycustody & securitization services3rd party AIFMprivate clients