Senior Associate - Investor Services

IQ-EQ
📍 San Francisco, California, United States 💼 full-time 🕒 Posted July 02, 2026

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...

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Job Details

  • Location San Francisco, California
  • Job Type full-time
  • Category Financial Specialists
  • Posted Date July 02, 2026
  • Application Deadline August 11, 2026