Technical Training Specialist

Job Description

The IQ-EQ training team are passionate about supporting our people in their continuous development of the ‘Know How (IQ) and Know You (EQ)’ of our clients.


As a member of the training team, you will contribute to the strategic and operational development of the site by delivering Technical Training strategy to the business.  You will also be responsible for facilitating follow on training and other learning interventions to address performance gaps and report on the progress of the trainees.  


Needs Analysis, Design and Development

  • Partner with the Client Services team to understand, document and address technical training needs.
  • Update and maintain training materials as needed.
  • Develop materials and learning assets aligned to an agreed upon learning outcome.

Implementation and Facilitation

  • Facilitate new hire technical training for the Client Services team and other training interventions to a standard of excellence.
  • Create class schedule and send out invitations to participants

Evaluation and Reporting

  • Maintain attendance and assessment records to evaluate trainee performance.
  • Coach and provide feedback to trainees to manage performance during training.
  • Prepare daily report and handover report to managers, including behavioural observations of trainees during new hire Induction Programme.
  • Endorse trainees using a set criteria to the business


Key competencies for position and level (see Group Competency model)

  • Communicates Effectively
  • Collaborates
  • Action Orientated

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

  • Initiative
  • Flexibility
  • Can work with minimal supervision
  • Desire for continuous learning
  • Desire to develop others

Required Experience

  1. Education / professional qualification - College graduate preferably with a degree in accounting, finance, economics, management, or any business course. Part qualified or qualified accountant is a plus.
  2. Background experience - 2+ years relevant experience; prior experience in training delivery is desired but not essential.
  3. Computer/program knowledge - Intermediate Microsoft Office skills Understand and use best practice on Investran (accounting platform) and MS Teams as a virtual platform.
  4. Knowledge regarding the financial services industry or alternative investments is desirable but not required.

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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