Global footprint

Hybrid working

Employee wellbeing

Employee development

Authentic

Bold

Collaborative

Life Insurance

Pension Plan

Performance Bonus

Work From Home

Large

We are IQ-EQ, a leading investor services group employing 5000+ people across 25 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs. 

We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.



Finance

IQ-EQ

You should have strong financial acumen, proven experience in portfolio management, excellent analytical skills, and the ability to communicate effectively with clients and stakeholders.

You will manage investment portfolios, analyze market trends, make strategic investment decisions, and collaborate with clients to enhance their financial objectives.

Dublin

<div>
 Company Description
 IQ-EQ is part of 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. Job Description
 Responsibilities -
 <ul>
 <li> Management of a multi asset class range of funds including UCITS (Fund of funds, ETF’s, long only equity), AIF’s (Private Equity, Life Settlements, Private Debt).</li>
 <li> Daily management of investors subscriptions/ redemptions across portfolio’s</li>
 <li> Contributing and assisting the team in developing systems to generate efficiencies in daily processes</li>
 <li> Addressing investment operational issues with Partner Fund Managers;</li>
 <li> Ensuring robust risk management processes are in place for each Fund;</li>
 <li> Ensuring investment process meets the criteria set out under UCITS and AIFMD regimes;</li>
 <li> Review reports and investment recommendations provided by investment advisors and investment managers;</li>
 <li> Presentation, drafting and or input into investment reports provided to relevant Fund Board &amp; AIFMs/UCITS Management Company;</li>
 <li> Ensure all work is completed and documented in accordance with prescribed standards;</li>
 <li> Ensure the compliance of various Funds with regulatory requirements and best practice.</li>
 </ul>
 Qualifications
 
 <ul>
 <li> Degree or master's level in business related discipline; Quantitative Finance, Structured Finance, CFA or Actuarial background preferred.</li>
 <li> Minimum 3 years’ experience in the Funds/Investment Management industry.</li>
 <li> Strong process improvement focus.</li>
 <li> A strong understanding of Funds industry, fund governance and risk management.</li>
 <li> A keen interest in Investments with a demonstrable ability to communicate Investment philosophies.</li>
 <li> A high degree of technical expertise with the ability to work on one’s own initiative and to think "outside of the box"; Knowledge of VBA and SQL would be preferred</li>
 <li> Experience of successfully working under pressure and tight deadlines.</li>
 <li> Commitment to providing excellent client service.</li>
 <li> Attention to detail is essential.</li>
 <li> Demonstrable problem-solving skills and an ability to think analytically and conceptually.</li>
 </ul>
 Additional Information
 At IQ EQ Group 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.
</div>


 Company Description
  IQ-EQ is part of 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. Job Description
  Responsibilities -
 
   Management of a multi asset class range of funds including UCITS (Fund of funds, ETF’s, long only equity), AIF’s (Private Equity, Life Settlements, Private Debt).
   Daily management of investors subscriptions/ redemptions across portfolio’s
   Contributing and assisting the team in developing systems to generate efficiencies in daily processes
   Addressing investment operational issues with Partner Fund Managers;
   Ensuring robust risk management processes are in place for each Fund;
   Ensuring investment process meets the criteria set out under UCITS and AIFMD regimes;
   Review reports and investment recommendations provided by investment advisors and investment managers;
   Presentation, drafting and or input into investment reports provided to relevant Fund Board & AIFMs/UCITS Management Company;
   Ensure all work is completed and documented in accordance with prescribed standards;
   Ensure the compliance of various Funds with regulatory requirements and best practice.
 
   Qualifications
  
 
   Degree or master's level in business related discipline; Quantitative Finance, Structured Finance, CFA or Actuarial background preferred.
   Minimum 3 years’ experience in the Funds/Investment Management industry.
   Strong process improvement focus.
   A strong understanding of Funds industry, fund governance and risk management.
   A keen interest in Investments with a demonstrable ability to communicate Investment philosophies.
   A high degree of technical expertise with the ability to work on one’s own initiative and to think "outside of the box"; Knowledge of VBA and SQL would be preferred
   Experience of successfully working under pressure and tight deadlines.
   Commitment to providing excellent client service.
   Attention to detail is essential.
   Demonstrable problem-solving skills and an ability to think analytically and conceptually.
 
   Additional Information
  At IQ EQ Group 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.


Portfolio Manager - IQ-EQ

Portfolio Manager

You should have strong organizational skills, experience in risk management, excellent communication abilities, and proficiency in relevant software and tools. Attention to detail is essential.

You will oversee risk assessments, manage compliance documents, liaise with stakeholders, monitor regulations, and support the development of risk management strategies and policies.

<div>
 Company Description
 IQ-EQ is part of 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. Job Description
 Responsibilities:
 The Senior Administrator, Risk Management will have principal responsibility for the following:
 <ul>
 <li> Supporting the Senior Manager, Risk Management in developing Risk Management as a discipline by:</li>
 </ul>
 <ul>
 <li> Championing an effective Risk &amp; Compliance culture;</li>
 <li> Assisting with the identification, monitoring and reporting of risk within the business;</li>
 <li> Supporting risk and control assessment processes;</li>
 <li> Ensuring that applicable and relevant policies and procedures are kept up to date for changes in any environmental factors;</li>
 <li> Supporting Policy Governance initiatives, including development and maintenance of the Cluster’s framework for developing and maintaining policies and procedures.</li>
 <li> Building and maintaining relationships with colleagues at all levels to be able to assist with any risk and compliance issues in a proactive and timely manner;</li>
 <li> Assisting the operational areas to identify and embed key risk management controls, including policies and procedures.</li>
 <li> Collating data to drive Management Information (MI), Key Risk Indicators (KRIs) and other information for reporting to the relevant local Boards and Committees, Group Risk &amp; Compliance and other relevant stakeholders on a periodic basis;</li>
 <li> Supporting the function in managing and reporting breaches, loss events/incidents and any other instances of non-compliance in an independent and appropriate manner;</li>
 <li> Supporting training initiatives on risk management matters to improve risk and compliance awareness amongst first line of defence staff; and</li>
 <li> Enhancing governance arrangements (for example around project delivery) across the Risk &amp; Compliance function</li>
 <li> Leading on certain projects, changes and initiatives which appropriately manage risk, create efficiencies and move the business forward</li>
 </ul>
 <ul>
 <li> Supporting a robust Financial Crime risk management framework and culture:</li>
 </ul>
 <ul>
 <li> Where relevant, assisting in the preparation and maintenance of Business Risk Assessments in line with applicable regulatory requirements, or other comparable Risk Assessment activities;</li>
 <li> Supporting colleagues in all aspects of process and procedure maintenance;</li>
 <li> Supporting and facilitating Group reporting and escalations, for example Very High Risk Client submissions to Group Reputational Risk Committee (GRRC);</li>
 <li> Providing independent support as may be required from time to time in relation to internal investigations</li>
 </ul>
 <ul>
 <li> Compliance monitoring and assurance activities:</li>
 </ul>
 <ul>
 <li> Providing support with the development of Compliance Monitoring Programmes (CMP) from a risk management perspective.</li>
 </ul>
 <ul>
 <li> Support the management of regulatory relationships:</li>
 </ul>
 <ul>
 <li> Supporting the Head of Risk &amp; Compliance in liaison/interface with the applicable regulatory authorities, as may be required. This may include contributions:
 <ul>
 <li> Supporting a constructive, open and transparent ongoing communication process with our regulator[s];</li>
 <li> Supporting applications for new or amended regulatory authorisations to ensure that Isle of Man Cluster holds and maintains all necessary licenses for its regulated activities;</li>
 <li> Supporting the response to results of regulatory examinations and inspections;</li>
 <li> Supporting the disclosure/notification to regulator of reportable items and events; and;</li>
 <li> Assisting in the accurate and timely submission of all required regulatory returns.</li>
 </ul></li>
 </ul>
 <ul>
 <li> Other:</li>
 </ul>
 <ul>
 <li> Provision of other support as required / requested from time to time pursuant to the above activities.</li>
 <li> Management of the Cluster’s relationship with Group Internal Audit</li>
 </ul>
 Qualifications
 
 <ul>
 <li> Education professional qualifications -
 <ul>
 <li> Risk and/or Compliance relevant professional qualifications or willingness to work towards one (essential)</li>
 </ul></li>
 <li> Background experience -
 <ul>
 <li> 5+ years’ experience in financial services (essential)</li>
 </ul></li>
 <li> Technical -
 <ul>
 <li> Knowledge of trust and corporate services business in Isle of Man (essential)</li>
 <li> Knowledge of risk management particularly risk and control assessment (desirable)</li>
 <li> Basic understanding of the Isle of Man’s regulatory environment (desirable)</li>
 </ul></li>
 <li> Computer / program knowledge -
 <ul>
 <li> Highly competent communicator both verbal and written (essential)</li>
 <li> Organizational, analytical and monitoring skills (essential)</li>
 </ul></li>
 <li> Management and leadership -
 <ul>
 <li> Ability to engage colleagues (essential)</li>
 </ul></li>
 </ul>
 Additional Information
 At IQ EQ Group 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.
</div>


 Company Description
  IQ-EQ is part of 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. Job Description
  Responsibilities:
  The Senior Administrator, Risk Management will have principal responsibility for the following:
 
   Supporting the Senior Manager, Risk Management in developing Risk Management as a discipline by:
 
 
   Championing an effective Risk & Compliance culture;
   Assisting with the identification, monitoring and reporting of risk within the business;
   Supporting risk and control assessment processes;
   Ensuring that applicable and relevant policies and procedures are kept up to date for changes in any environmental factors;
   Supporting Policy Governance initiatives, including development and maintenance of the Cluster’s framework for developing and maintaining policies and procedures.
   Building and maintaining relationships with colleagues at all levels to be able to assist with any risk and compliance issues in a proactive and timely manner;
   Assisting the operational areas to identify and embed key risk management controls, including policies and procedures.
   Collating data to drive Management Information (MI), Key Risk Indicators (KRIs) and other information for reporting to the relevant local Boards and Committees, Group Risk & Compliance and other relevant stakeholders on a periodic basis;
   Supporting the function in managing and reporting breaches, loss events/incidents and any other instances of non-compliance in an independent and appropriate manner;
   Supporting training initiatives on risk management matters to improve risk and compliance awareness amongst first line of defence staff; and
   Enhancing governance arrangements (for example around project delivery) across the Risk & Compliance function
   Leading on certain projects, changes and initiatives which appropriately manage risk, create efficiencies and move the business forward
 
 
   Supporting a robust Financial Crime risk management framework and culture:
 
 
   Where relevant, assisting in the preparation and maintenance of Business Risk Assessments in line with applicable regulatory requirements, or other comparable Risk Assessment activities;
   Supporting colleagues in all aspects of process and procedure maintenance;
   Supporting and facilitating Group reporting and escalations, for example Very High Risk Client submissions to Group Reputational Risk Committee (GRRC);
   Providing independent support as may be required from time to time in relation to internal investigations
 
 
   Compliance monitoring and assurance activities:
 
 
   Providing support with the development of Compliance Monitoring Programmes (CMP) from a risk management perspective.
 
 
   Support the management of regulatory relationships:
 
 
   Supporting the Head of Risk & Compliance in liaison/interface with the applicable regulatory authorities, as may be required. This may include contributions:
   
     Supporting a constructive, open and transparent ongoing communication process with our regulator[s];
     Supporting applications for new or amended regulatory authorisations to ensure that Isle of Man Cluster holds and maintains all necessary licenses for its regulated activities;
     Supporting the response to results of regulatory examinations and inspections;
     Supporting the disclosure/notification to regulator of reportable items and events; and;
     Assisting in the accurate and timely submission of all required regulatory returns.
   
 
 
   Other:
 
 
   Provision of other support as required / requested from time to time pursuant to the above activities.
   Management of the Cluster’s relationship with Group Internal Audit
 
   Qualifications
  
 
   Education professional qualifications -
   
     Risk and/or Compliance relevant professional qualifications or willingness to work towards one (essential)
   
   Background experience -
   
     5+ years’ experience in financial services (essential)
   
   Technical -
   
     Knowledge of trust and corporate services business in Isle of Man (essential)
     Knowledge of risk management particularly risk and control assessment (desirable)
     Basic understanding of the Isle of Man’s regulatory environment (desirable)
   
   Computer / program knowledge -
   
     Highly competent communicator both verbal and written (essential)
     Organizational, analytical and monitoring skills (essential)
   
   Management and leadership -
   
     Ability to engage colleagues (essential)
   
 
   Additional Information
  At IQ EQ Group 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.


Senior Administrator, Risk Management - IQ-EQ

Senior Administrator, Risk Management

You need an ICA Diploma, compliance experience in funds/investment, strong Microsoft Office skills, and familiarity with screening tools and reporting systems.

You will assist in compliance services, conduct monitoring tests, maintain registers, prepare reports, deliver training, manage regulatory developments, and respond to inquiries from regulators and internal teams.

Banking & Finance

Cambridge

Company DescriptionIQ-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.Job DescriptionResponsibilities:<ul><li>To support the Senior Manager in delivery of compliance services to IQ-EQ Fund Services (Guernsey) Limited clients. The individual’s primary responsibility is to assist in ensuring the compliance of managed licensees with applicable regulation and to support and protect the licensees against fraud and money laundering risk, exposure to terrorist financing and proliferation, and related reputational risk. The individual should expect to hold or progress towards holding MLCO and MLRO positions for client licensees.</li></ul> Tasks:<ul><li>Assist the boards in the maintenance and continuous improvement of the firm’s AML/CTF/CPF Business Risk Assessment and operational risk assessment</li><li>Preparation of quarterly/periodic Board reports;</li><li>Carrying out Compliance Monitoring Testing, conducting root cause analysis and identifying suggest management actions where findings are identified</li><li>Liaise with colleagues in client service teams in respect of client deliverables, CMP findings and regulatory returns</li><li>Delivering training in respect of existing and updated policies and procedures, in conjunction with colleagues in other departments where appropriate;</li><li>Assisting in ensuring that regulatory developments are considered and incorporated within managed licensees’ policies and procedures</li><li>Maintaining ML / FT registers to include:</li><li class="ql-indent-1">SAR register</li><li class="ql-indent-1">ML enquiries register</li><li class="ql-indent-1">Sanctions register</li><li class="ql-indent-1">Client Payment Request Form register</li><li class="ql-indent-1">FIS Liaison/Request for Information register</li><li>Responding to business internal queries, for example, those relating to the Handbook for Countering Money Laundering and Financing of Terrorism (the Handbook), Sanctions or Group Compliance PPCs etc;</li><li>Ensuring timely submission of annual and periodic GFSC returns by the appropriate team.</li><li>Assisting for example in the timely response to GFSC Section 23, FIS Reg 2, 2A, Production Orders, Fraud Notices etc, as required;</li><li>Handling requests and queries from regulators/auditors.</li><li>Ensuring that all relevant records and registers are maintained;</li><li>Conducting compliance training as required by the business;</li><li>General compliance reporting to local and Group management;</li><li>To hold Nominated Officer appointments for client entities</li><li>To hold or progress towards holding MLRO and MLCO appointments for client licensees</li></ul>Qualifications<ul><li>Education / professional qualifications</li><li class="ql-indent-1">ICA Diploma or equivalent</li><li class="ql-indent-1">Evidence of Continued Professional Development</li><li>Background experience</li><li class="ql-indent-1">Previous Compliance experience in the funds/investment sector</li><li class="ql-indent-1">Desirable - Previous experience of holding prescribed positions</li><li>Computer / program knowledge</li><li class="ql-indent-1">Strong Microsoft Office skills</li><li class="ql-indent-1">Experience of using screening tools such as Worldcheck</li><li class="ql-indent-1">Experience of interrogating and generating reporting from administration systems</li></ul>

Company DescriptionIQ-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.Job DescriptionResponsibilities:To support the Senior Manager in delivery of compliance services to IQ-EQ Fund Services (Guernsey) Limited clients. The individual’s primary responsibility is to assist in ensuring the compliance of managed licensees with applicable regulation and to support and protect the licensees against fraud and money laundering risk, exposure to terrorist financing and proliferation, and related reputational risk. The individual should expect to hold or progress towards holding MLCO and MLRO positions for client licensees. Tasks:Assist the boards in the maintenance and continuous improvement of the firm’s AML/CTF/CPF Business Risk Assessment and operational risk assessmentPreparation of quarterly/periodic Board reports;Carrying out Compliance Monitoring Testing, conducting root cause analysis and identifying suggest management actions where findings are identifiedLiaise with colleagues in client service teams in respect of client deliverables, CMP findings and regulatory returnsDelivering training in respect of existing and updated policies and procedures, in conjunction with colleagues in other departments where appropriate;Assisting in ensuring that regulatory developments are considered and incorporated within managed licensees’ policies and proceduresMaintaining ML / FT registers to include:SAR registerML enquiries registerSanctions registerClient Payment Request Form registerFIS Liaison/Request for Information registerResponding to business internal queries, for example, those relating to the Handbook for Countering Money Laundering and Financing of Terrorism (the Handbook), Sanctions or Group Compliance PPCs etc;Ensuring timely submission of annual and periodic GFSC returns by the appropriate team.Assisting for example in the timely response to GFSC Section 23, FIS Reg 2, 2A, Production Orders, Fraud Notices etc, as required;Handling requests and queries from regulators/auditors.Ensuring that all relevant records and registers are maintained;Conducting compliance training as required by the business;General compliance reporting to local and Group management;To hold Nominated Officer appointments for client entitiesTo hold or progress towards holding MLRO and MLCO appointments for client licenseesQualificationsEducation / professional qualificationsICA Diploma or equivalentEvidence of Continued Professional DevelopmentBackground experiencePrevious Compliance experience in the funds/investment sectorDesirable - Previous experience of holding prescribed positionsComputer / program knowledgeStrong Microsoft Office skillsExperience of using screening tools such as WorldcheckExperience of interrogating and generating reporting from administration systems

Assistant Manager - Client Compliance - IQ-EQ

<div>
 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. Job Description
 Responsibilities:
 <ul>
 <li> To support the Senior Manager in delivery of compliance services to IQ-EQ Fund Services (Guernsey) Limited clients. The individual’s primary responsibility is to assist in ensuring the compliance of managed licensees with applicable regulation and to support and protect the licensees against fraud and money laundering risk, exposure to terrorist financing and proliferation, and related reputational risk. The individual should expect to hold or progress towards holding MLCO and MLRO positions for client licensees.</li>
 </ul>
 Tasks:
 <ul>
 <li> Assist the boards in the maintenance and continuous improvement of the firm’s AML/CTF/CPF Business Risk Assessment and operational risk assessment</li>
 <li> Preparation of quarterly/periodic Board reports;</li>
 <li> Carrying out Compliance Monitoring Testing, conducting root cause analysis and identifying suggest management actions where findings are identified</li>
 <li> Liaise with colleagues in client service teams in respect of client deliverables, CMP findings and regulatory returns</li>
 <li> Delivering training in respect of existing and updated policies and procedures, in conjunction with colleagues in other departments where appropriate;</li>
 <li> Assisting in ensuring that regulatory developments are considered and incorporated within managed licensees’ policies and procedures</li>
 <li> Maintaining ML / FT registers to include:
 <ul>
 <li> SAR register</li>
 <li> ML enquiries register</li>
 <li> Sanctions register</li>
 <li> Client Payment Request Form register</li>
 <li> FIS Liaison/Request for Information register</li>
 </ul></li>
 </ul>
 <ul>
 <li> Responding to business internal queries, for example, those relating to the Handbook for Countering Money Laundering and Financing of Terrorism (the Handbook), Sanctions or Group Compliance PPCs etc;</li>
 <li> Ensuring timely submission of annual and periodic GFSC returns by the appropriate team.</li>
 <li> Assisting for example in the timely response to GFSC Section 23, FIS Reg 2, 2A, Production Orders, Fraud Notices etc, as required;</li>
 <li> Handling requests and queries from regulators/auditors.</li>
 <li> Ensuring that all relevant records and registers are maintained;</li>
 <li> Conducting compliance training as required by the business;</li>
 <li> General compliance reporting to local and Group management;</li>
 <li> To hold Nominated Officer appointments for client entities</li>
 <li> To hold or progress towards holding MLRO and MLCO appointments for client licensees</li>
 </ul>
 Qualifications
 
 <ul>
 <li> Education / professional qualifications
 <ul>
 <li> ICA Diploma or equivalent</li>
 <li> Evidence of Continued Professional Development</li>
 </ul></li>
 <li> Background experience
 <ul>
 <li> Previous Compliance experience in the funds/investment sector</li>
 <li> Desirable - Previous experience of holding prescribed positions</li>
 </ul></li>
 <li> Computer / program knowledge
 <ul>
 <li> Strong Microsoft Office skills</li>
 <li> Experience of using screening tools such as Worldcheck</li>
 <li> Experience of interrogating and generating reporting from administration systems</li>
 </ul></li>
 </ul>
 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.
</div>

IQ-EQ

navigation.mission

navigation.culture-values

Authentic

Bold

Collaborative

navigation.benefits

Global footprint

Hybrid working

Employee wellbeing

Employee development

Authentic

Bold

Collaborative