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Job Description
This position will work Eastern or Central Time Zone hours - successful candidates will be US based in the New York/New Jersey area, Chicago, Dallas, or Houston.
- Conduct investor level AML/KYC reviews
- Support investment level AML/KYC reviews
- Utilize proprietary AML/KYC software to conduct investor and investment reviews
- Coordinate with offshore resources to efficiently complete AML/KYC reviews
- Support clients with multiple Private Equity funds within various industries
- Communicate with clients and client legal counsels via email
- Support daily/routine client information requests and fulfill ad-hoc requests as needed
- Track missing items, post-close requests, and upcoming deadlines to ensure all required items are collected in a timely manner
- Update both proprietary software and internal files to ensure proper record keeping
- Assess operational effectiveness and make suggestions for process development
Qualifications
- Bachelor's degree
- Ability to provide exceptional client service
- Ability to collaborate with others in a team environment, provide and accept constructive feedback
- Ability to produce high quantity of work product with accuracy and extreme attention to detail
- Effective and professional communication, especially written communication
- Ability to manage multiple demands and competing deadlines
- Ability to work overtime as needed to meet deadlines
- Advanced knowledge of Microsoft Outlook, Excel, Word preferred
Additional information
Salary based on experience and location ($65,000-$72,000) and full benefits package offered.
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Company description
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.
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