1-2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Exceptional verbal and written communication skills
Good relationship-building skills both inside and outside of the organization
Ability to work in a fast-paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
Bachelor's degree is required
Responsibilities
Support Partners and the team with operational functions like money movement and account maintenance
Communicate with clients about transactions and account procedures
Participate in educational sessions with senior team members to expand market knowledge
Ensure compliance with operational policies and uphold client confidentiality
Manage ad hoc projects and portfolio performance updates
Maintain database management tasks
Benefits
Flexible start time of 6-7:30 am
Opportunity for upward mobility within the firm
Supportive environment for professional growth and skill acquisition
Inclusive and collaborative company culture with a values-oriented approach
Employee-owned company structure that prioritizes client interests
Full Job Description
The Role
We are looking for a motivated professional to join our San Francisco-based team as an Associate. This person will be required to work out of our Foster City office as needed. The Associate will work closely with the rest of the team to manage important elements of the client relationship. Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
Support the Partners and their team by providing operational functions such as:
Money movement (i.e. wire and journals)
Account creation and maintenance
Ad hoc project management
Portfolio performance updates
Database management
Communicate with clients regarding transactions, such as asset transfers and account opening procedures
Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
Ensure adherence to the firm's compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.
"Upward mobility" are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners. Qualifications
1-2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Exceptional verbal and written communications skills
Good relationship-building skills both inside and outside of the organization
Ability to work in a fast-paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
"No task is too small" mentality
Bachelor's degree is required
Compensation
The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.
