This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast.
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- $85,000).