Financial Services Consultant

4 days ago


Pasig, National Capital Region, Philippines IQ-EQ Full time

Company Overview

IQ-EQ is a leading Investor Services group that combines global expertise with a client-centric approach. We support fund managers, global companies, family offices, and private clients operating worldwide.

Job Description

Our Advisory Services team provides custom advisory services to clients across various asset classes, including hedge funds, private equity, real estate, venture capital, and wealth management firms. We utilize our deep expertise in finance, accounting, compliance, project management, and operations to support non-investment business functions.

Key Responsibilities

  1. Support the project management of client engagements, including timelines and deliverables.
  2. Complete fund-related document reviews and participate in assessment discussions with clients.
  3. Draft comprehensive meeting reports and contribute to process improvement initiatives.
  4. Work on projects to enhance the efficiency of investment firms and assist in documenting policies and procedures.

Requirements

  1. Bachelor's Degree in accounting, law, or finance.
  2. Minimum 7-10 years of relevant work experience in due diligence, compliance, accounting, project management, or consulting.
  3. Project Management Professional (PMP) Certification would be a plus.
  4. Familiarity with ODD-related systems, procedures, reporting, and policies.

Benefits

We offer an inclusive environment to support your career aspirations, with opportunities for continuous learning and professional development across our service lines and international network of offices.



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