Senior Operations Manager
6 days ago
**Company Overview**
IQ-EQ is a leading Investor Services group that combines global expertise with an unwavering focus on client service delivery.
We support fund managers, global companies, family offices, and private clients operating worldwide.
Our team provides custom advisory services to clients in various sectors, including hedge funds, private equity, fund of funds, real estate, venture capital, family offices, wealth management firms, and broker dealers.
We utilize our deep expertise in finance, accounting, compliance, fund administration, operations, and due diligence to support various aspects of our clients' non-investment business function.
**Role-Specific Accountabilities**
Support the project management of each client engagement, including timelines and deliverables.
Complete fund-related document reviews, such as Prospectus, Limited Partnership Agreement, Investment Management Agreement, etc.
Participate in and accurately document assessment discussions with clients, including virtual or on-site meetings with fund manager personnel.
Draft comprehensive meeting reports, ranging from approximately 10-20 pages, and discuss findings with the team prior to finalization.
Work on projects to enhance the efficiency of and effectiveness of investment firms and assist in the documentation of various policies and procedures.
**Qualifications**
Bachelor's degree in accounting, law, or finance.
Minimum 2-3 years of relevant work experience in the areas of due diligence, compliance, accounting, project management, or consulting.
Project Management Professional (PMP) Certification would be a plus.
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