IQ-EQ
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Financial Services
Leads business development and prospect relationship strategies for IQ-EQ's financial services offerings. Builds executive-level relationships, develops tailored value propositions, coordinates proposals and presentations, and guides cross-functional teams through complex sales opportunities. Monitors market and competitor trends, supports client retention and growth, provides product feedback, and maintains prospect activity in the CRM. Requires strong financial acumen, leadership, communication, and experience closing high-value deals.
Financial Services
Supports administration of private equity and hedge funds by preparing and reviewing journal entries, fee and interest calculations, investor notices, waterfall models, financial reporting, allocations, and compliance tasks. Coordinates audits and year-end processes, supports client leads and onboarding, and recommends operational improvements while maintaining client service and meeting deadlines.
Financial Services
Manage and review fund accounting activities for private equity and private credit clients, including journal entries, investor allocations, capital calls, distributions, fees, carried interest, waterfall models, financial statements, disclosures, and investor notices. Coordinate with auditors and tax teams, improve operational processes, handle client requests, meet deadlines, and mentor junior staff.
