Senior Associate - Investor Services (Remote, US West Coast)

IQ-EQ

$70K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Over 4 years of experience in investor services, private equity, or public accounting.
  • Strong analytical and technical skills in accounting and fund administration.
  • Exceptional client service and communication abilities.
  • Proven track record of delivering accurate, detail-oriented work under tight deadlines.
  • Advanced proficiency in Microsoft Outlook, Excel, and Word; Bachelor's degree required.

Responsibilities

  • Oversee Outlook Investor Services inboxes and respond to client inquiries promptly.
  • Post fund and investor-level documents to the investor portal while managing approvals.
  • Communicate timelines for deliverables to manage investor expectations effectively.
  • Assist in maintaining document processes for accurate record keeping and compliance.
  • Collaborate with team members and clients to assess and enhance operational processes.

Benefits

  • Comprehensive benefits package promoting employee well-being and work-life balance.
  • Generous paid time off, including 4 weeks PTO that increases over time, sick time, and holidays.
  • Health benefits including medical, dental, vision, and mental health support.
  • Paid parental leave and a hybrid work schedule for personal and professional fulfillment.
Full Job Description
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast and able to work fully remote. What you'll do • You'll oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently. • You'll post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts. • You'll manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices. • You'll assist in updating and maintaining document processes and policies to ensure accurate record keeping and compliance. • You'll collaborate with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance. • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility). • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans. • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment. • The salary for this position will be dependent on experience and location ($70,000- $100,000). Qualifications • You bring over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms. • You apply strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments. • You demonstrate exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback. • You consistently deliver accurate, detail-oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required. • You leverage advanced knowledge of Microsoft Outlook, Excel, and Word, supported by a minimum of a Bachelor's degree.

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