London, United Kingdom

Project Manager, Investor Solutions

Full-time / part-time
Client Services
3 More London Riverside
United Kingdom

Job description

The creation of IQ EQ Investor Solutions stems from many years of servicing fund of fund clients, ultra-high net worth individuals & institutional investors. Clients have been requesting solutions which provide full transparency on their portfolios, Investors need to know the finer details of their portfolios and they require to “drill down” into their underlying assets and portfolios.

IQ EQ Investor Solutions Team in addition to providing the Fund Admin services to the clients mentioned above. It is leveraging the state of the art technologies (“Cosmos”) alongside the technical expertise in providing dynamic and transparent reporting solutions to the GP as well as the LP community.


  • Core responsibilities on all aspects of Project Management, including but not limited to; Initiation, planning, design, execution, gather requirements, monitoring and controlling including change control and project closure – ensuring predictable and successful delivery. For both client delivery & internal IT projects.
  • Supporting Cosmos Product Development Manager, which covers Tableau/front end visualisation tools, Investran & Paxus accounting systems and other data bases.
  • Adhere to the Change Delivery team’s standard methodology and governance processes including use of approved templates and checklists.

Day to day:

  • Support IQEQ Investor Solutions with regards all Cosmos related projects for the successful development, implementation and roll out as part of the Investor Solutions offering.
  • Participate in gap analysis exercises for new implementations & bespoke reporting/dashboard requirements
  • Support new client implementations and continuous improvements in regards to the client take on process
  • Communicate with client services accountants/analysts and end users to understand and assist in defining detailed business requirements
  • Support change related activities
  • Effective and transparent communications ensuring the flow of information to all stakeholders involved.
  • Provide Cosmos admin training for any clients or new implementations
  • Support in providing Cosmos demos to any prospect.

Risk management:

  • Ensure an operational resilience exists within Investor Solutions by ensuring the procedures and any be-spoke solutions are documented for Business Continuity
  • Supporting testing strategies required to ensure Business Continuity 
  • Ensure client specific checklists are designed to mitigate functional risks and are constantly reviewed to ensure they are fit for purpose
  • Liaise with Risk & Compliance contribute in making the overall risk framework stronger for Investor Solutions.
  • Look at Workflow
  • Monitor and drive IS BaU Incident tickets for Tableau and Staging/Investran (where it drives output)
  • Undertake any additional reasonable duties as required the Firm

Key competencies for position and level

  • Communicates Effectively
  • Plans and Aligns
  • Manages Conflict
  • Resourcefulness
  • Balances Stakeholders


  • 3+ years’ experience of end to end project management from SAAS/Financial services software company
  • Knowledge of or experience working in a Private Equity / Investor services industry
  • Excellent organisational, prioritisation and interpersonal skills
  • Comfortable communicating with diverse stakeholders including subject matter experts, peers, managers, customers and suppliers
  • Can do’ attitude, ability to cope with tight deadlines and working under pressure
  • Ability to take initiative and self-manage
  • Excellent presentation skills, both written and oral
  • Strong Excel, PowerPoint and MS Viso skills
  • Use of Project Management software
  • Ability to take a creative approach to resolving a range of issues
  • Degree in financial discipline
  • Comfortable of working across diverse jurisdictions
  • Technology project implementation


Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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