Newcastle upon Tyne, United Kingdom

Funds & Operations Analyst

Full-time / part-time
Client Services
Neville Street
Newcastle upon Tyne
United Kingdom

Job description

The main purpose of the role is to support the Funds and Operations Team responsible for the firm’s AIFM and Investment Management platform. The core responsibilities will include the key production of materials for the launch of new AIFs, including Product Governance Authorisation and Operation Manuals. For AIFs on the firm’s AIFM platform, the responsibilities will additionally extend to data maintenance, and analysis of fund portfolios.

This will involve daily communication with the Funds and Operations team, as well as attending client calls and meetings.

The role will include:

  • Processing key AIF launch tasks in relation to new funds coming under management
  • Developing relationships with the portfolio of clients and meeting their needs; escalating issues and resolving them
  • Ensuring work produced is subject to the appropriate QA review
  • Data maintenance
  • Managing projects to improve processes and embed new procedures
  • Collaborating with colleagues across the wider IQ-EQ group
  • Contributing to meeting team objectives and coming up with process improvements
  • Enhancing own understanding of regulatory landscape and taking learning opportunities that are offered
  • Taking responsibility for own progression including learning & development objectives
  • Following the set policies and procedures around managing conduct risk
  • Adhering to all company and IQ-EQ Group policies and procedures


  • 1-3 years of financial service industry experience
  • Bachelor’s degree in accounting, finance or related field, or relevant professional industry qualifications
  • Knowledge of the investment fund industry would be an advantage
  • Strong time management and organizational abilities
  • Strong communication skills, both written and verbal

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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