What are the responsibilities and job description for the Investment Onboarding Project Manager position at IEQ Capital?
Who Are We?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
IEQ Capital’s Platform Management team is looking for a detail-oriented and highly motivated Investment Onboarding Project Manager to support the operational onboarding of investment vehicles across our platform. This role is integral to ensuring the seamless launch and maintenance of alternative investments and separately managed accounts (SMAs), optimizing operational workflows, and enhancing cross-team collaboration.
The specialist will act as a project manager, ensuring that investment onboarding processes—including fund launches, feeder vehicle setups, and legal documentation—are executed efficiently. The role requires coordination across multiple internal and external stakeholders, including legal teams, fund administrators, and compliance professionals.
Key Responsibilities
Investment Onboarding & Operations
Required Skills & Experience
This role is an excellent opportunity to gain institutional investment experience while contributing to the operational backbone of an RIA managing $35B AUM. The ideal candidate will thrive in a dynamic, fast-paced environment and play a critical role in ensuring the smooth execution of alternative investment onboarding processes.
Compensation
The salary range for this role is $85,000-$120,000, including base and bonus, depending on skills and experience.
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
IEQ Capital’s Platform Management team is looking for a detail-oriented and highly motivated Investment Onboarding Project Manager to support the operational onboarding of investment vehicles across our platform. This role is integral to ensuring the seamless launch and maintenance of alternative investments and separately managed accounts (SMAs), optimizing operational workflows, and enhancing cross-team collaboration.
The specialist will act as a project manager, ensuring that investment onboarding processes—including fund launches, feeder vehicle setups, and legal documentation—are executed efficiently. The role requires coordination across multiple internal and external stakeholders, including legal teams, fund administrators, and compliance professionals.
Key Responsibilities
Investment Onboarding & Operations
- Manage and oversee onboarding processes for alternative investments and SMAs, ensuring timely execution across legal, compliance, and subscription setup workflows.
- Evaluate feeder vs. direct fund structures and coordinate with the General Partner (GP) or internal teams to establish feeder vehicles.
- Collaborate with fund administrators and legal counsel to prepare, review, and execute necessary documentation (e.g., subscription agreements, offering memoranda).
- Utilize DocuSign and other tools to create and maintain efficient document workflows.
- Maintain accurate onboarding records in Salesforce, tracking progress and identifying potential bottlenecks.
- Work closely with internal and external legal teams to facilitate the review and execution of fund documentation.
- Conduct initial operational due diligence reviews, assess background checks, and escalate any identified risks to compliance.
- Ensure adherence to regulatory and compliance requirements for fund onboarding.
- Serve as a key point of contact for investment onboarding inquiries from internal teams.
- Develop step-by-step guides and training materials to enhance team understanding of onboarding processes.
- Host internal training sessions to educate client teams on investment workflows and new opportunities.
- Coordinate with the Research and Marketing teams to ensure accurate and timely distribution of marketing materials for new investments.
- Conduct post-onboarding reviews to identify inefficiencies and propose solutions to improve processes.
- Lead operational improvement projects aimed at optimizing investment onboarding workflows.
- Regularly assess and refine the role, finding innovative ways to add value to the platform management team.
Required Skills & Experience
- 1-3 years of relevant experience in investment operations, alternative investments, or fund onboarding.
- Strong organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
- Excellent communication and interpersonal skills for cross-functional collaboration.
- Ability to identify inefficiencies and implement solutions to optimize processes.
- Experience with DocuSign for subscription documentation and Salesforce for investment tracking.
- Knowledge of alternative investments, compliance standards, and operational processes in financial services.
- Experience working with fund administrators, legal teams, and investment research teams.
- Strong analytical and problem-solving abilities for diagnosing inefficiencies and process gaps.
- Familiarity with financial modeling, data analysis, or visualization tools (Python, SQL, Excel, R) is a plus.
This role is an excellent opportunity to gain institutional investment experience while contributing to the operational backbone of an RIA managing $35B AUM. The ideal candidate will thrive in a dynamic, fast-paced environment and play a critical role in ensuring the smooth execution of alternative investment onboarding processes.
Compensation
The salary range for this role is $85,000-$120,000, including base and bonus, depending on skills and experience.
Salary : $85,000 - $120,000
