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Job Description
Responsibilities
- To provide high quality service deliverables Private Equity (PE) clients
- Being main contact of designated clients through phone calls and emails detailing upcoming deliverables with expected timelines
- Coordinating with supporting team where necessary to ensure deliverables’ deadlines are achieved
- Reviewing supporting team’s work, including but not limited to full set of financial statements with disclosures, capital call and distribution calculations/notices and other ad-hoc tasks and providing constructive feedback to them timely
- Ensuring timely responses to clients/investors’ requests
- Maintaining full understanding on technical details of clients’ Limited Partnership Agreements, Service Level Agreements, Fee Agreement and any technical nuances
Qualifications
- Bachelor Degree in Accounting, CPA or equivalent
- 3-4 years relevant experience
- Experience managing client relationship and deliverables
- Intermediate Microsoft Office skills with particular focus on Excel skills, including Pivot Tables and data analytics
- Knowledge of private equity industry is preferrable
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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