Job Description
Job Description
This position will work Pacific Time Zone hours - successful candidates will be US based on the West Coast.
What you’ll do
- 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.
What we offer
- IQ-EQ offers a...
Ready to Apply?
Submit your application today and join our talented team at IQ-EQ.
Submit ApplicationJob Details
- Location San Francisco, California
- Job Type full-time
- Category Financial Specialists
- Posted Date July 02, 2026
- Application Deadline August 11, 2026