Job Details

Company Description

IQ-EQ is a preeminent service provider to the alternative asset industry. IQ-EQ 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 infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments - portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings

Job Description

Reporting to the US Head of Integration and Transformation, the Business Transformation Expert is a critical position within our Global operations. This person supports strategic and transformational initiatives focused on our Fund Admin business. For identified initiatives, this position will support all initial and ongoing project management requirements, including project approach and plan development, project tracking and monitoring, issue & risk management, project & team communications, meeting facilitation, and project reporting.

Program Manager's responsibilities include developing strong relationships across the various functions within the US Organization and global level focusing specifically on our Fund Admin business. They will connect with key business executives and stakeholders and preparing governance information for periodic review and assessment. Transformation Expert also answers queries and identifies new opportunities for operational excellence. In this role, you will liaise with cross-functional internal teams (including Group function such as Business Analysts, Projects, IT, Finance, Compliance and HR departments) to accelerate business growth and improve operational performance. This position may require occasional travel.

Tasks & Key Responsibilities

• Manage and deliver complex transformation projects, acquisition integrations and client migrations in support of the Fund Admin business, ensuring alignment with strategic objectives.
• Provides change management consulting in design, development, and implementation of complex/large Fund Admin change programs.
• Oversee project budgets, resources, and timelines while ensuring delivery of expected benefits.
• Assist with the development of project management tools and resources that can be consistently used across identified initiatives, including project plans, project tracking tools, weekly/monthly update presentations for leadership, and related items
• Build and maintain key stakeholder relationships across functions and geographies.
• Drive the implementation of change management and communication initiatives.
• Establish and maintain project governance frameworks and methodologies.
• Monitor and manage project risks, issues, and dependencies.
• Meet business transformation project deliverables on time and within scope and budget
• Provide support to the Individuals within the team and the broader teams that will be used to deliver the Transformation agenda
• Recognizes the need to address difficult issues with senior leaders and expresses opinions with various solution options. Comfortable presenting at Senior Executive level Steering Committees.
• Assist with challenging client requests or issue escalations as needed

Qualifications

Required:

• Five plus years experience.
• Bachelors degree in Business or other relevant field or equivalent professional qualification.
• Comfort and experience working across borders and with different cultures.
• Demonstrable ability to listen, negotiate, communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
• Evidence of strong relationship building & communication skills a key differentiator.
• Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.
• Background in accounting, ideally private equity fund accounting.
• Strong MS Office skills - particularly Excel.

Preferred:

• Seven plus years experience.
• Financial Services / PE Company or related industry experience.
• Firsthand experience leading projects, particularly integrations and/or other strategic transformational programs
• Strong working knowledge of Visual Basic and/or Excel macros
• Master's Degree
• Location preferences are Dallas, TX or New York, but will consider other locations for the right candidate.

Key competencies for position and level

• Customer focus, mostly internal (occasionally external)
• Communicates effectively.
• Plans, aligns, coordinates, and executes activities.
• Interpersonal savvy
• Results & Execution oriented
• Takes ownership of tasks and objectives

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder is expected to demonstrate the following:

• Attention to detail
• Analytical reporting
• Business acumen
• Collaboration
• Decision making
• Proactivity
• Relationship building
• Positivity
• Team working

Additional Information

Salary based on experience and location ($95,000-$110,000) and full benefits package offered.

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