Manager – AMLKYC (Fund Administration)
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Youll take charge of leading AML/KYC reviews across investors and investments while driving operational excellence through proprietary software and team this role youll balance client engagement staff development and regulatory updates to ensure high-quality reviews and strong client satisfaction.
What youll do
- Youll lead AML/KYC reviews of investors and investments guiding your team through complex and unusual cases.
- Youll oversee proprietary AML/KYC software ensuring accurate reviews proper record keeping and process improvements.
- Youll manage staff by fostering collaboration training team members and reviewing their work for quality control.
- Youll build strong client relationships by leading calls supporting diverse private equity funds and ensuring satisfaction.
- Youll stay current on AML laws educate your team on evolving regulations and prepare billing reports to track performance.
What we offer
- IQ-EQ offers a comprehensive benefits package designed to support employees well-being and work-life balance.
- Employees receive generous paid time off including 4 weeks of PTO that increases over time sick time and paid holidays and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
- Health benefits include medical dental vision mental health support and additional ancillary insurance plans.
- Additional benefits include paid parental leave and a hybrid work schedule promoting both personal and professional fulfillment.
- The salary for this position will be dependent on experience and location ($75000 - $110000).
Qualifications :
- You bring 3 years of experience in private equity AML/KYC or alternative asset investment firms.
- You demonstrate advanced analytical skills in AML/KYC and hold a bachelors degree.
- You excel at client relationship management effective communication and collaboration within a team environment.
- You manage multiple priorities under tight deadlines with flexibility to work overtime when needed.
- You have experience or interest in managing and training staff with strong proficiency in Microsoft Outlook Excel and Word.
Additional Information :
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
#LI-HYBRID
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Microsoft Access
- Financial Services
- Fundraising
- GAAP
- Accounting
- IFRS
- Securities Law
- Microsoft Excel
- Private equity
- Confluence
- Supervising Experience
- Unity
About Company
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infras ... View more
