IQ-EQ · 15 hours ago
Senior Associate - Investor Services
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $85K/yr
4+ years expIQ-EQ is a leading Investor Services group offering comprehensive services in administration, accounting, reporting, and compliance for the investment sector. The Senior Associate will oversee client inquiries, manage investor expectations, and ensure compliance and record-keeping processes are maintained efficiently.
AccountingFinanceFinancial ServicesReal EstateWealth Management
Responsibilities
You'll oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently
You'll post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts
You'll manage investor expectations by clearly communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices
You'll assist in updating and maintaining document processes and policies to ensure accurate record keeping and compliance
You'll collaborate with your team and clients to uphold standards, assess operational effectiveness, and suggest improvements for process development
Qualification
Required
You bring over 4 years of experience in investor services, private equity, public accounting, or alternative asset investment firms
You apply strong analytical and technical skills with proficiency in accounting and fund administration for alternative investments
You demonstrate exceptional client service, effective communication, and the ability to collaborate while giving and receiving constructive feedback
You consistently deliver accurate, detail-oriented work at high volume while managing multiple demands and tight deadlines, including overtime when required
You leverage advanced knowledge of Microsoft Outlook, Excel, and Word, supported by a minimum of a Bachelor's degree
Benefits
Generous paid time off, including 4 weeks of PTO that increases over time
Sick time and paid holidays
Financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)
Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans
Paid parental leave
A hybrid work schedule, promoting both personal and professional fulfillment
Company
IQ-EQ
IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
5001-10000 employees
H1B Sponsorship
IQ-EQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2015-09-11Acquired
Leadership Team
John Legrand
CEO
Brian McArthur-Muscroft
Chief Financial Officer
Recent News
Private Equity Wire
2026-01-16
2025-12-18
PR Newswire UK
2025-10-03
Company data provided by crunchbase