Senior Executive - Business Review

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Responsibilities (how we will measure success):

• Perform a wide variety of business assurance tasks accurately and in a timely manner to support the team and the wider business.
• Provide a high level of quality client reviews in an accurate and timely manner alongside the provision of any other team tasks and project work.
• Support the management team with the day-to-day business assurance tasks in accordance with the Company’s policies and procedures
• Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
• Effectively manage time input and work in progress on own reviews, tasks and project work.
• Support members of the team and other members of the business unit where required
• Contribute to the BA team to maximise opportunities to develop and deliver operational improvement and efficiencies, by identifying effective and long-lasting changes to operational processes
• Support the culture of Change and Continuous Improvement within IQEQ GCD Mauritius
• Work with the team to identify risks and development opportunities

Tasks (what does the role do on a day-to-day basis):

• Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent service, operational effectiveness and efficiencies in all tasks delivered
• Participate fully and proactively in the promotion of a constructive Business Assurance service
• Provide timely and constructive feedback on client review matters
• Develop and maintain effective working relationships with the Team Members and across all Team locally to ensure a collaborative approach to developing and implementing operational improvement plans
• Work proactively and collaboratively with all BAT Members on all administration tasks
• Continue and maintain relevant technical knowledge.
• Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
• Invite feedback and look to improve performance
• Acquire knowledge of business activities, products and services
• Embrace an environment of quality service, operational effectiveness, where shared knowledge and learning exists
• Ensure effective and efficient correspondence and ensure turnaround times are as short as possible
• Embrace an environment of teamwork and collaboration, in own function and across all business units supporting positivity towards change, teamwork, and commitment
• Contribute and demonstrate high skill levels to any project work as the business requires
• Demonstrate commercial awareness and develop a good level of competitor and industry awareness
• Assist your manager and team identify the strengths and weaknesses of current tasks and processes within the team and support new ideas and initiatives for improvements
• Support the team to meet their delivery targets within own functional area for revenue, utilisation, and recoverability.
• Recognise and support the team to meet key objectives and KPI targets
• Ensure you follow applicable laws, service standards, company policies and procedures and agreed operational and control processes
• Develop an excellent technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
• Maintain detailed knowledge of the policies and procedures in place and your responsibility to ensure they are adhered to in the course of day to day administration activities
• Be aware of risk factors and refer upwards, exercising judgement as to when manager’s help is needed in a timely and effective manner
• Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Manager or the Risk and Compliance Team in a timely manner
• Be aware of and report suspicious transactions/complaints and guide other team members where required

Key competencies for position and level (see Group Competency model):

• Manages Conflict – Handling conflict situations effectively, with a minimum of noise
• Plans and aligns – Planning and prioritising work to meet commitments aligned with organisational goals
• Interpersonal Savvy – Relating openly and comfortably with diverse groups of people
• Organisational Savvy – Manoeuvring comfortably through complex policy, process and people related organisational dynamics

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:

• Reliable
• Ability to influence and use initiative
• Enthusiastic Team player
• Methodical and flexible in approach
• Professional
• Self-motivated
• Approachable
• Strong inter-personal skills
• Resilient with the ability to remain focused in fast paced environment
• Excellent verbal and written communication skills
• Ability to be flexible and work effectively as part of a team
• Ability to work under pressure, accurately and within tight deadlines
• Ability to work efficiently at a high level of accuracy and attention to detail.
• Ability to adapt and work to meet both the team & the business unit expectations

Qualifications

Required Experience: 

• Holding a first degree in Law, management or any other equivalent.
• Working or intend to work towards either one of the following: ICSA Diploma in Offshore Finance and Administration or STEP Diploma in Offshore Trust
• Knowledge of Funds industry or a Funds qualification would be beneficial but not required
• Evidence of Continued Professional Development
• Minimum of 4 years’ experience
• Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and
• business’ expectations
• Excellent Trust and Company, knowledge
• High level Working knowledge of Microsoft packages including Excel, Outlook and Word
• Excellent understanding of the duties and responsibilities of a Fiduciary

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.