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Job Description
Opportunity: Our Advisory Services team provides custom advisory services to clients including hedge funds, private equity, fund of funds, real estate, venture capital, family offices, wealth management firms, and broker/dealers. We utilize our deep expertise in finance, accounting, compliance, fund administration, operations, and due diligence to support various aspects of our client’s non-investment business function. Our team successfully ensures that projects are executed efficiently and in accordance with the industry’s leading practices and regulatory requirements.
Within this role you will be primarily responsible for our Loan Transaction Review Services, but will also have the opportunity to participate in various projects including, but not limited to: Operational Due Diligence Assessments, Project Management, Strategic Development, Launch and Winddown Advisory, Due Diligence Questionnaire Support Services, and Corporate Secretarial Services. This breadth of work allows individuals on our team to find their niche and apply themselves in those areas.
A strong Operational Due Diligence background lends itself to several other projects for which our group is engaged.
Role-Specific Accountabilities:
- Supporting the project management of each client engagement, including timelines and deliverables.
- Complete fund related document reviews e.g., Prospectus, Limited Partnership Agreement, Investment Management Agreement, etc.
- Participate in and accurately document assessment discussions with clients, including virtual meetings with fund manager personnel.
- Draft comprehensive meeting reports (ranging from approximately 10-20 pages) and discuss findings with the team prior to finalization.
- Work on projects to enhance the efficiency of and effectiveness of investment firms and assist in the documentation of various policies and procedures.
- Support the team to identify, verify, analyze, and implement process improvement opportunities.
Contribute to strong working relationships within functional teams across the organization
Qualifications
- Bachelor’s Degree in accounting, law, or finance
- Minimum 5+ years of relevant work experience in the areas of due diligence, compliance, accounting, project management, or consulting preferably at an alternative investment manager, Big Four or sell-side institution such as a prime brokerage firm
- Project Management Professional (“PNP”) Certification would be a plus
- Knowledgeable in a wide range of asset classes, financial instruments, and alternative investments not limited to hedge, private equity and credit, real estate, and infrastructure
- Understanding of industry standards and best practices relating to internal controls and procedures, risk management, operational due diligence, and investment regulations
- Familiarity with ODD related systems, procedures, reporting and policies
- Strong PowerPoint skills, experience with Visio is a plus
- Proficient in MS Office suite of applications
- Demonstrate solid interpersonal, writing, and communication skills
- Ability to manage multiple projects and timelines. Exhibit high attention to detail and accuracy
- Comfortable with assisting senior team members with various levels of work and ad-hoc projects in a timely manner
- Ability to perform data analytics to streamline or automate workflow processes
- Exemplifies CPP Investments’ Guiding Principles of Integrity, Partnership and High Performance
- Provide a redacted writing sample
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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