Company Description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
JOB DESCRIPTION: Senior Fund Corporate Officer
Office: India
Department: Fund Cosec
Job Summary
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To co-ordinate and execute day-to-day administrative and corporate secretarial support to the global Fund CS & Cosec team (FCS), in accordance with the agreed scope of services under the Service Level Agreement between IQEQ India and IQEQ globally
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To ensure the continuing good standing of client companies by ensuring all company law and contractual requirements are complied with.
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To handle various administration processes of complex clients and conduct all work in accordance with IQ-EQ India and IQ-EQ Group policies and procedures.
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To build, develop and maintain partnerships with Operation teams globally
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To assist in performing review of core processes, complex ad hoc works, and all other client requirements, as needed.
Core Responsibilities
- Responsible for the provision of corporate secretarial support to the Global Fund CS & Cosec team (FCS), in line with the agreed scope of services under the Service Level Agreement between IQEQ India and IQEQ globally
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Acts as a point of contact for daily operations on complex clients
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Assist with the audit process, Attend board and shareholders meetings
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Finalise board minutes, prepare complex board packs
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Review board minutes of more junior team members
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Prepare and review RCS, RBO, UBO and other related documents
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Review of bank account opening forms
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Coordinate with the Global FCS and Payment team on payments processing
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Conduct transaction monitoring (TM), monitor/ensure TM are properly conducted for all payments
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Conduct/review Compliance File Review (CFRs) of Client files
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Assists on client onboarding processes.
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Ensure prompt follow-up and timely execution of requests, in good quality, from the Global FCS team
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Coordinate deliverables for a sub-team of typically up to 3 more junior team members in working closely together with Assistant Manager
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To be able to effectively communicate and relate with various stakeholders of the team. Maintains and enhances relationships with the FCS team.
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Acquire knowledge to become specialists of their designated clients' requirements and deliverables.
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Seeks knowledge and expertise for their own professional development.
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Minimize risk to IQEQ by following all procedures, rules, laws, regulations and checklists.
Workflow Management
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Ensures timesheets are completed daily and accurately filed for all hours worked.
Systems
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Monitors and updates all deliverables via Navigator Flow in a timely manner, as needed.
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Ensures filing of documents on Navigator Doc are completed accurately, under the proper name convention and in a timely manner.
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Monitor and ensure that Antrance is properly updated in line with internal guidelines
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Understands and uses best practice on workflow platform/s.
Risks
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Ensures relevant procedures and checklists are adhered to and completed to mitigate errors.
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Acquires knowledge of risk factors and potential breach.
Key behaviours we expect to see
In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
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Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders.
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Courage - Stepping up to address difficult issues, saying what needs to be said.
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Drives Results - Consistently achieving results, even under tough circumstances.
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Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
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Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
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Decision Quality - Making good and timely decisions that keep the organisation moving forward.
Qualifications
Qualifications and Experience Required for this Role
Essential
Education / professional qualifications
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Holds a bachelor's degree in law or other similar degree and qualified CS
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6+ years in Corporate, Company or Fiscal law
Background experience
Conversant with corporate secretarial practices, especially in the areas of Funds and Special-Purpose Vehicles
Private equity / real estate markets experience; knowledge of different Fund structures and vehicles.
Technical
Actual work experience in the board governance and corporate secretarial functions, including preparation of board materials, attending/leading board meetings, acting as company secretary, drafting of complex minutes, filings with regulatory bodies, etc.
Computer / program knowledge
Experience in e-mail, word processing, Microsoft excel, presentation and video conferencing applications such as Microsoft Office.
Effective written and advance verbal communication skills.
Language
Fluency in English is mandatory
Desired
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Experience working in Financial Services or Shared Services office environment.
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Experience working in a multinational office environment.
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Experience being a corporate secretary, paralegal, or other similar job, in other jurisdictions.
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Being conversant with corporate secretarial practices, especially in the areas of funds and special-purpose vehicles is an advantage
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Language - Fluency in French is an advantage
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. We’re 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 programmes 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 6,500+ employees - from 94 nationalities, across 24 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.
We’re 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. We’re emotionally invested in our clients right from the beginning.
