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Job Description
THIS ROLE
Are you passionate about precision, process, and delivering exceptional client service? We’re looking for a Senior Officer (Funds Onboarding) to play a pivotal role in coordinating the seamless transition of new business into our Fund Administration teams. This is a fantastic opportunity for an individual who thrives in a fast-paced environment, enjoys cross-team collaboration, and takes pride in ensuring onboarding processes run like clockwork.
WHAT YOU WILL DO
- You’ll collaborate closely with the Client Implementation Manager and Fund Administration teams to onboard new business and keep stakeholders updated on progress.
- You’ll build your understanding of the new business acceptance process and help your team navigate it with insight and confidence.
- You’ll be a driver of change—sharing knowledge, improving processes, and contributing to continuous development.
- You’ll forge strong working relationships across the Funds business, ensuring smooth coordination and delivery.
- You’ll deliver onboarding services that meet the highest standards—aligned with best practices and all contractual, legal, and regulatory requirements—and conduct reviews post-onboarding to enhance the client experience.
WHAT WE OFFER
- Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.
Qualifications
ABOUT YOU
- You bring a solid understanding of the finance industry and its operational landscape.
- You have hands-on experience in fund administration or company secretarial roles, with a focus on detail and accuracy.
- You’re familiar with processing CDD/KYC information and preferably have done so in a fund-related environment.
- You’re proficient in Microsoft Office, with strong skills in Word and Excel that help you manage documentation and data efficiently.
- You approach technical tasks with confidence, drawing on your industry experience to deliver consistent, high-quality results.
Additional information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
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